Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is seeking a Vice President to join its Implementation team as a senior team lead. The Implementation team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.
What they're looking for
- 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
More about this role
iCapital is seeking a Vice President to join its Implementation team as a senior team lead. The Implementation team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.
- Drive successful end-to-end integrations for new and existing iCapital clients including wealth managers and asset managers as well as third party data integrations with fund administrators and transfer agents.
- Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk and driving accountability across internal and external stakeholders.
- Retain in depth understanding of the iCapital platform in order to lead or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing, and rollout.
- Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
- Build a strong understanding of a client’s...
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