VP Platform Implementations & Client Integrations

iCapital Network, Inc.; Northern, New York (KY, NY); Hybrid; USD 145,000 - 185,000; Full time

Benefits offered by this job

Equity compensation

Health insurance

Retirement plan matching

Parental leave

Unlimited PTO

Flexible work arrangement

Job summary

iCapital Network, Inc. in New York seeks a Platform Implementation Specialist—Vice President to lead and mentor a senior team responsible for client integrations and ongoing platform experience across wealth management and asset manager clients.

You will drive discovery, design operating models, build requirements, and ensure successful rollout with close collaboration across Product, Relationship Management, Sales and external technology teams.

Qualifications

• 10+ years of experience in project management, client software implementations, relationship management within financial services or fintech.
• Knowledge of wealth management, alternative investments, and private bank business and processes.
• Proven track record of leading cross-functional project teams from inception to execution.
• Familiar with software-based financial solutions (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.
• Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders.

Responsibilities

• Drive end-to-end integrations for new and existing iCapital clients including wealth managers and asset managers and third party data integrations.
• Provide program and project management expertise including framing the project, detailed plans, risk management, and accountability across stakeholders.
• Retain deep understanding of the iCapital platform to lead discovery, requirements, operating model design, setup, testing and rollout.
• Manage the overall platform experience for existing clients to maximize platform consumption.
• Build understanding of a client’s business and translate to the iCapital platform.
• Provide product context to assess change management and potential enhancements.
• Collaborate with Product, Relationship Management, Sales, Operations, Client Success and external teams to deliver for clients.

Skills

Project management

Client implementations

Relationship management

Wealth management knowledge

Cross-functional collaboration

Technical writing

Presentation skills

Data integrations

Tools

Transaction systems

Online forms

Trading software

Job description

iCapital Network, Inc. in New York seeks a Platform Implementation Specialist—Vice President to lead and mentor a senior team responsible for client integrations and ongoing platform experience across wealth management and asset manager clients.

You will drive discovery, design operating models, build requirements, and ensure successful rollout with close collaboration across Product, Relationship Management, Sales and external technology teams.