Platform Implementation Specialist

• 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

• 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

Experience managing data integrations is a plus

• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)