Business Solutions Consultant II - Associate

iCapital

Salt Lake City (UT)

Hybrid

USD 75,000 - 90,000

Full time

12 days ago

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Benefits offered by this job

Employer matched retirement plan
Comprehensive health benefits (medical
Dental, vision, telemedicine
Mental health counseling
Parental leave
Unlimited PTO

Job summary

iCapital is seeking a Business Solutions Consultant II - Associate to lead requirements gathering and analysis across the software development lifecycle for our products. You will translate customer needs into specifications used by development teams, working with stakeholders to ensure clear, unambiguous requirements and successful releases.

The role emphasizes collaboration with product and engineering teams, deep knowledge of life/annuity insurance products, and the ability to manage complex

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 is required.
  • Certifications and/or licenses are 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.
  • Analyze customer requests to assess system impacts and discuss benefits and tradeoffs.
  • Expand industry knowledge of insurance products through continuous learning.
  • Gather data from multiple sources to develop solutions to business challenges.
  • Evaluate potential solutions and make informed tradeoff decisions.
  • Implement standards for customer requirements within at least one platform.
  • Identify and analyze problems and recommend effective solutions.
  • Manage day-to-day issues independently with minimal oversight.
  • Generate innovative ideas by evaluating client requirements and system functionality.
  • Resolve complex client issues and engage senior team members when appropriate.
  • Elicit customer requirements through documentation reviews and walkthrough sessions.
  • Assess customer needs independently and with others.
  • Develop clear specifications with appropriate detail.

Skills

Requirements gathering
SDLC
Insurance knowledge
Agile
Waterfall

Job description

Business Solutions Consultant II - Associate

Salt Lake City, Utah, United States

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

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.

iCapital is proud to be an Equal Employment Opportunity and Affinit? Wait.

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.

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded.

Voluntary Self-Identification of Disability

Why are you being asked to complete this?

How do you know if you have a disability?

Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema

This survey should take about 5 minutes to complete.

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