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Associate Platform Implementation Specialist

iCapital NetworkGreenwich, Connecticut, United States; New York, New York, United States
On-site Full-time $90K/yr - $110K/yr

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Experience Level

Experience

Qualifications

Qualifications 2-5+ years of experience in project management, client software implementations, operations, or relationship management within the financial services or fintech sectors. Demonstrated success in supporting cross-functional project teams from initiation to completion. Familiarity with software-based financial solutions, including transaction systems, online forms, and trading software. Exceptional writing skills with the ability to produce detailed project documentation and specifications for successful development. Advanced proficiency in MS Office (Excel, Word, PowerPoint) and strong data analytics capabilities. Meticulous attention to detail. Strong interpersonal and presentation skills, with the ability to effectively influence and communicate with both internal teams and clients. Previous experience working on various projects in a dynamic environment.

About the job

About the Role

Join iCapital Network as an Associate on our Implementation Specialists team, where you will play a vital role in facilitating platform integrations for both new and existing enterprise clients. Your support will be pivotal in enhancing the ongoing platform experience for our current clients.

Key Responsibilities

  • Assist in managing all facets of integrations for wealth managers and asset management clients, which includes project management, client discovery, business process design, data integrations, platform setup, testing, and deployment.
  • Oversee program management tasks by creating comprehensive project plans, identifying risks, and ensuring accountability among stakeholders.
  • Implement client specifications through white-label setups and platform configurations.
  • Enhance the platform experience for existing strategic clients to maximize their engagement.
  • Develop a deep understanding of client businesses and their integration with the iCapital platform.
  • Collaborate with Product Managers to identify product gaps and opportunities, assess potential solutions, and implement new features.
  • Proactively drive operational efficiencies and improvements to the platform.
  • Work with Operations and Product Management teams to resolve platform issues effectively.
  • Document and refine procedures, processes, and workflows, aiding in the creation of client-facing materials.
  • Partner with Product Managers, Relationship Managers, and Operations teams to meet our clients' needs.

About iCapital Network

iCapital Network is a leading fintech company that specializes in providing innovative technology solutions to transform the wealth management landscape. We are dedicated to enhancing the investment experience for clients and wealth managers alike through our robust platform and exceptional service.

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