VP Platform Implementations & Client Integrations

iCapital Network, Inc.

Northern, New York (KY, NY)

Hybrid

USD 145,000 - 185,000

Full time

7 days ago
Be an early applicant
Application generator

A complete application in a minute — tailored resume and cover letter, ready to send.

Get past ATS filters

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.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

VP Platform Implementation — Annuities & Integrations
VP Platform Implementation — Annuities & Integrations

Icapitalnetwork • New York (NY)

Hybrid
USD 145,000 - 185,000
Salary + equity for all full-time
Annual performance bonus
Employer matched retirement plan
+4
VP, Structured Investments & Platform Strategy
VP, Structured Investments & Platform Strategy

iCapital • New York (NY)

Hybrid
USD 170,000 - 220,000
Employer matched retirement plan
Comprehensive health benefits (medical
Parental leave
+1
Platform Integration Specialist – Associate (Hybrid: Remote Fridays)
Platform Integration Specialist – Associate (Hybrid: Remote Fridays)

iCapital Network, Inc. • New York (NY), Northern (KY)

Hybrid
USD 90,000 - 150,000
Salary + equity for all full-time
Annual performance bonus
Employer matched retirement plan
+4
VP, Structured Investments Partnerships — Platform Growth
VP, Structured Investments Partnerships — Platform Growth

iCapital • Town of Greenwich (NY)

Hybrid
USD 170,000 - 200,000
Equity
Performance bonus
Healthcare (medical, dental, vision)
+3
VP, Structured Investments: Issuer Relations (Hybrid)
VP, Structured Investments: Issuer Relations (Hybrid)

iCapital Network • New York (NY)

Hybrid
USD 170,000 - 200,000
Equity
Annual bonus
Retirement plan
+3
VP, Enterprise Wealth Client Management
VP, Enterprise Wealth Client Management

iCapital Network, Inc. • New York (NY), Northern (KY)

Hybrid
USD 165,000 - 200,000
Retirement plan
Health insurance
Dental
+5
VP, Structured Investments Platform & Partnerships
VP, Structured Investments Platform & Partnerships

iCapital • Town of Greenwich (NY)

Hybrid
USD 170,000 - 200,000
Employer matched retirement plan
Generously subsidized healthcare with
Parental leave
+1
VP, Transaction Management & Platform Implementation
VP, Transaction Management & Platform Implementation

STATE STREET CORPORATION • Quincy (MA)

On-site
USD 110,000 - 181,000
401K retirement plan
Insurance coverage
Paid time off
+2
VP, Structured Investments Client Relationships
VP, Structured Investments Client Relationships

iCapital • New York (NY)

On-site
USD 180,000 - 260,000
VP, Client Delivery & Portfolio Leadership
VP, Client Delivery & Portfolio Leadership

icapitalnetwork • Des Moines (IA)

On-site
USD 130,000 - 150,000