Platform Implementation Specialist - Vice President

The role

This Vice President will join the Implementation team as a senior team lead. You will manage platform integrations for new and existing enterprise clients and manage the ongoing platform experience.

What you will do

• Drive end-to-end integrations for clients and third party data integrations
• Provide program and project management expertise
• Lead client discovery, requirements gathering, and platform set-up
• Manage the overall platform experience for existing clients
• Build understanding of client business and platform translation
• Provide client context to Product Managers for change management
• Collaborate with Product Managers to identify product gaps and roll out features
• Partner with internal and external teams to deliver for clients

Required qualifications

• 10+ years of experience in project management, client software implementations, or 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
• Excellent writing skills to produce project documentation and business requirements
• Strong interpersonal and presentation skills
• Ability to influence and communicate effectively across stakeholders
• History of teamwork and willingness to roll up one's sleeves

Nice to have

• Experience managing data integrations

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental
• 100% employer paid vision
• Telemedicine
• Virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is a company with an Implementation team within the Product organization. They focus on platform integrations and client experience.