iCapital · 23 hours ago
Platform Implementation Specialist - Assistant Vice President
Greenwich, NY
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $150K/yr
6+ years expiCapital is looking for an Assistant Vice President to join the Implementation Specialists team. This individual will lead client integrations and manage the ongoing platform experience for existing clients, ensuring effective project management and collaboration with various teams.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout
Provide program and project management expertise including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders
Implement client requirements via white label set-up and platform configurations
Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform
Build a strong understanding of a client’s business and how that translates to the iCapital platform
Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features
Drive operational efficiencies and platform enhancements proactively and consistently
Work with Operations and Product Management teams to troubleshoot platform issues
Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral
Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients
Qualification
Required
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 (i.e. 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
Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
Exemplary attention to detail
Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
Experience working on a team and a desire to work in a fast-moving entrepreneurial environment
Knowledge of wealth management and private bank business and processes/alternatives
Preferred
Experience managing data integrations is a plus
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase