Platform Integration Specialist - Assistant Vice President

This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients. The role requires project management expertise, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout. The individual will also build a strong understanding of a client’s business and how that translates to the iCapital platform.

What You Will Do

Lead and support all aspects of new and existing wealth manager and asset management integrations, implement client requirements via white label set-up and platform configurations, manage and support the overall platform experience for existing strategic clients, and collaborate with Product Managers to identify product gaps and opportunities.

Why It Might Be a Fit

The ideal candidate will have 6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry, and a proven track record of leading cross-functional project teams from inception to execution.

Requirements

• 6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry
• Proven track record of leading cross-functional project teams from inception to execution
• Familiar with software-based financial solutions
• Excellent writing skills
• Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
• Exemplary attention to detail
• Strong interpersonal and presentation skills
• Experience working on a team
• Desire to work in a fast-moving entrepreneurial environment
• Knowledge of wealth management and private bank business and processes/alternatives
• Experience managing data integrations is a plus

Benefits

• Base salary range $115,000 to $150,000
• Equity for all full-time employees
• Annual performance bonus
• Comprehensive benefits package
• Employer matched retirement plan
• Generously subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)
• Flexible work arrangement (in-office 4 days/week, remote 1 day/week)