VP Platform Implementation — Annuities & Integrations

Icapitalnetwork; New York (NY); Hybrid; USD 145,000 - 185,000; Full time

Benefits offered by this job

Salary + equity for all full-time

Annual performance bonus

Employer matched retirement plan

Health care subsidized

Dental, vision, telemedicine

Parental leave

Unlimited PTO

Job summary

iCapital is seeking a Vice President to join its Implementation team as a senior team lead for Annuities. The role involves managing end-to-end annuity implementations for clients across broker-dealers, Independent Marketing Organizations, carriers, and technology partners.

You will drive program and project management, oversee discovery, requirements, testing, and rollout, and collaborate with Product, Relationship, Sales, and Operations to deliver strong client outcomes.

Qualifications

• 10+ years of experience in project management, client software implementations, relationship management within financial services, insurance, annuities, or fintech.
• Knowledge of wealth management, insurance distribution, broker-dealer operations, and annuity business processes.
• Knowledge of annuity products, carrier ecosystems, and annuity order entry and eApplication workflows.
• Proven track record of leading cross-functional project teams from inception to execution.
• Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development.

Responsibilities

• Drive successful end-to-end annuity implementations for new and existing iCapital clients, including broker-dealers, independent marketing organizations, carriers, and strategic technology partners.
• Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk and driving accountability across internal and external stakeholders.
• Retain an in-depth understanding of the iCapital annuities platform to lead or facilitate client discovery, requirements gathering, operating model and business process design, platform setup, testing, and rollout.
• Lead integrations involving annuity marketplaces, order entry platforms, eApplication providers, carrier connectivity, holdings integrations, and related annuity workflows.
• Manage the overall platform experience for existing clients, including maximizing adoption and utilization of annuity products and capabilities.
• Build a strong understanding of a client’s business and how that translates to the iCapital platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements.
• Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions and roll out new features.
• Partner closely with the Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients.

Skills

Project management

Client relationships

Cross-functional leadership

Written communication

Presentation skills

Stakeholder management

Team collaboration

Problem solving

Change management

Attention to detail

Tools

Transaction systems

Online forms

Trading software

Job description

iCapital is seeking a Vice President to join its Implementation team as a senior team lead for Annuities. The role involves managing end-to-end annuity implementations for clients across broker-dealers, Independent Marketing Organizations, carriers, and technology partners.

You will drive program and project management, oversee discovery, requirements, testing, and rollout, and collaborate with Product, Relationship, Sales, and Operations to deliver strong client outcomes.