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.

