AVP, Platform Implementation Lead (Wealth Tech)

iCapital; New York (NY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Equity for all full-time employees

Comprehensive benefits package

Unlimited PTO

Job summary

iCapital is seeking an Associate or AVP to lead client integrations within the Implementation Specialists team. You will manage small to medium integrations independently and assist senior leads on complex engagements while enhancing the ongoing platform experience for current clients.

You will coordinate with Product Managers and Operations to design processes, manage risks, and drive improvements across wealth management integrations.

Qualifications

• 6–10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech.
• Proven track record of leading cross-functional project teams from inception to execution.
• Familiar with software-based financial solutions (i.e. transaction systems, online forms, trading software).
• Excellent writing skills and ability to produce detailed project documentation and specifications.
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills.
• Strong interpersonal and presentation skills with the ability to influence across stakeholders.

Responsibilities

• Lead and support all aspects of new and existing wealth manager and asset management integrations, including project planning, client discovery, data integrations, platform setup, testing and rollout.
• Provide program and project management expertise, establish detailed project plans, manage risk, and drive accountability across stakeholders.
• Implement client requirements via white-label setups and platform configurations.
• Manage the overall platform experience for existing strategic clients to maximize platform usage.
• Collaborate with Product Managers to identify gaps and roll out new features.
• Drive operational efficiencies and platform enhancements proactively.

Skills

Project management

Stakeholder management

Cross-functional leadership

Data analytics

Advanced MS Office

Tools

Transaction systems

Online forms

Trading software

Job description

iCapital is seeking an Associate or AVP to lead client integrations within the Implementation Specialists team. You will manage small to medium integrations independently and assist senior leads on complex engagements while enhancing the ongoing platform experience for current clients.

You will coordinate with Product Managers and Operations to design processes, manage risks, and drive improvements across wealth management integrations.