Platform Integration Specialist - Associate

Icapitalnetwork; New York (NY); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Equity for all full-time employees

100% employer paid dental and vision

Unlimited paid time off (PTO)

Job summary

iCapital is looking for an Associate to join the Implementation Specialists team in New York City to support senior leaders in managing platform integrations.

The role requires 2-5+ years of experience in project management, client software implementations, or operations. Responsibilities include supporting wealth manager integrations and collaborating with Product Managers.

The base salary ranges from $90,000 to $110,000, alongside a comprehensive benefits package that includes healthcare, retirement plans, parental leave, and unlimited PTO.

Qualifications

• 2-5+ years of experience in project management or client software implementations.
• Proven track record of supporting cross-functional teams.
• Familiarity with software-based financial solutions.
• Excellent writing skills for detailed documentation.
• Advanced MS Office skills including Excel, Word, and PowerPoint.
• Strong attention to detail and interpersonal skills.

Responsibilities

• Support all aspects of wealth manager and asset management integrations.
• Manage project management tasks including risk management.
• Implement client requirements via platform configurations.
• Support the overall platform experience for strategic clients.
• Collaborate with Product Managers on product gaps.

Skills

Project management

Client software implementations

Operations

Relationship management

MS Office

Data analytics

Attention to detail

Interpersonal skills

Presentation skills

Job description

About the Role

iCapital is looking for an Associate to join the Implementation Specialists team. This role will primarily support senior leaders in managing platform integrations for both new and existing enterprise clients, as well as supporting the ongoing platform experience for existing clients.

Responsibilities

• Support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout.
• Manage program and project management tasks including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
• Implement client requirements via white label set-up and platform configurations.
• Support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.
• Build a strong understanding of a client’s business and how that translates to the iCapital platform.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
• Drive operational efficiencies and platform enhancements proactively and consistently.
• Work with Operations and Product Management teams to troubleshoot platform issues.
• Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral.
• Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients.

Qualifications

• 2-5+ years of experience in project management, client software implementations, operations or relationship management within the financial services/fintech industry
• Proven track record of supporting 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 able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
• Exemplary attention to detail
• Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
• Experience working on a team and a desire to work in a fast-moving entrepreneurial environment
• Knowledge of wealth management and private bank business and processes/alternatives are a plus
• Experience managing data integrations is a plus

Benefits

The base salary range for this role is $90,000 to $110,000. 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.

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.