Hiring: Platform Integration Specialist - Associate / Assistant Vice President Company: iCapital Location: New York, NY Job Posted Time: 2026-09-10 12:58:55 Employment Type: Full-time Target Skills & Keywords : Microsoft Excel, Microsoft Office, Microsoft PowerPoint, Product Management, Project Management, Wealth Management About the job Experience: •10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry Required Skills: •ICapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients. •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. •Partner cross-functionally 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. Qualifications: •6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry •Demonstrated success in 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 •Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders •Knowledge of wealth management and private bank business and processes/alternatives Compensation: •$90,000 - $105,000 / 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!