Platform Implementation Specialist - Assistant Vice President

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

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• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

Median wage (BLS OEWS)

$78,856 national median

Projected growth (BLS Employment Projections)

+0.8% - Slower

68% above the BLS national median for customer success aggregate.

Matched to SOC 11-1021 - Customer Success aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Platform Implementation Specialist - Assistant Vice President Greenwich, Connecticut, United States About the Role iCapital is looking for an 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. 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. Qualifications - 6-10+ years of experience in project management,

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