Platform Implementation Specialist - Vice President

iCapital - New York, NY

Hiring: Platform Implementation Specialist - Vice President Company: iCapital Location: New York, NY Job Posted Time: 2026-09-15 14:45:04 Employment Type: Full-time Target Skills & Keywords : Change Management, Product Management, Project Management, Wealth Management About the job Experience: •10+ years of experience in project management, client software implementations, relationship management within financial services or fintech Required Skills: •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 business and how that translates to the iCapital platform. •Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements. •Partner cross-functionally with Product Managers to identify product gaps and opportunities, vet potential solutions and roll out new features. •Partner closely with the Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients. Qualifications: •Knowledge of wealth management, alternative investments, and private bank business and processes •Demonstrated success in 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 •History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment Compensation: •$145,000 - $185,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!