Business Solutions Consultant

iCapital Network; Salt Lake City (UT); Hybrid; USD 75,000 - 90,000; Full time

Job summary

iCapital, Inc. in Salt Lake City, UT is seeking a Business Solutions Consultant II - Associate to lead requirements gathering and translate them into actionable development tasks. You will engage with customers, product guides, and marketing materials to craft solutions across the software life cycle.

The role emphasizes knowledge of life or annuity products, SDLC processes, and the ability to work with cross-functional teams in a hybrid environment that blends in-office and remote work.

Qualifications

• 3+ years working experience in the financial services or insurance industry.
• 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products.
• Knowledge of Life or Annuity products and insurance products.
• Industry Certifications and/or licenses is preferred.
• Understanding of Agile or Waterfall Software Development Life Cycle.

Responsibilities

• Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
• Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
• Expand industry knowledge of insurance products through continuous learning and research.
• Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
• Evaluate potential solutions and make informed tradeoff decisions.
• Implement standard and non-standard customer requirements within at least one platform.
• Identify and analyze problems while recommending effective solutions.
• Manage day-to-day issues and challenges independently with minimal oversight.
• Generate innovative ideas by evaluating client requirements and system functionality.
• Resolve complex client issues directly and engage senior team members when appropriate.
• Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
• Assess customer needs and business situations independently and in collaboration with others.
• Develop clear, concise specifications with an appropriate level of detail.

Skills

Requirements gathering

SDLC knowledge

Agile / Waterfall

Insurance industry experience

Industry certifications

Education

Industry Licenses/Certifications

Job description

Business Solutions Consultant II - Associate

Location:

Salt Lake City, Utah, United States

Department:

Annuities Platform

About the Role

iCapital is looking to hire a Business Solutions Consultant to serve as a lead role in research and requirement analysis. This individual will complete the requirements that the Development team will use to develop or enhance the company’s product offerings and require little guidance. This role is involved throughout the software development life cycle starting with requirements gathering and continuing all the way through to the successful release of the software.

Responsibilities

• Refinedocumentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
• Analyzecustomer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
• Expandindustry knowledge of insurance products through continuous learning and research.
• Gatherdata from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
• Evaluatepotential solutions and make informed tradeoff decisions.
• Implementstandard and non-standard customer requirements within at least one platform.
• Identifyand analyze problems while recommending effective solutions.
• Manageday-to-day issues and challenges independently with minimal oversight.
• Generateinnovative ideas by evaluating client requirements and system functionality.
• Resolveless complex client issues directly and engage senior team members when appropriate.
• Elicitcustomer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
• Assesscustomer needs and business situations independently and in collaboration with others.
• Developclear, concise specifications with an appropriate level of detail.

Qualifications

• 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position
• 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required
• Knowledge of Life or Annuity products and insurance products is required
• Industry Certifications and/or licenses is preferred
• Understanding of Agile or Waterfall Software Development Life Cycle

Benefits

The base salary range for this role is $75,000 to $90,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. This position can be based in the greater Des Moines, IA area, the greater Colorado Springs, CO area, or the greater Salt Lake City, UT, area.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Aff