Platform Implementation Specialist - Associate

Icapitalnetwork

Greenwich, Connecticut, United States
Base: $90,000 to $110,000; bonus/equity: equity fo...
On-site (monday-thursday, remote on friday)
Platform integrations
Client discovery and setup
Project management tasks
iCapital is seeking an Associate for its Implementation Specialists team to support platform integrations for enterprise clients. The role focuses on project management, client support, and enhancing the platform experience, requiring experience in financial services or fintech

Job Summary

  • 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.
  • Implement client requirements via white label set-up and platform configurations.
  • The base salary range for this role is $90,000 to $110,000.

Matching Summary

Match Score: 85

iCapital is seeking an Associate for its Implementation Specialists team to support platform integrations for enterprise clients. The role focuses on project management, client support, and enhancing the platform experience, requiring experience in financial services or fintech.

Salary

Base: $90,000 to $110,000; Bonus/Equity: equity for all full-time employees, annual performance bonus; Benefits: comprehensive benefits package including employer matched retirement plan, subsidized healthcare, 100% employer paid dental, vision, telemedicine, virtual mental health counseling, parental leave, unlimited PTO

Skills & Requirements

Must-have

  • Platform integrations
  • Client discovery and setup
  • Project management tasks
  • Data integrations support
  • Financial services/fintech experience

Nice-to-have

  • Entrepreneurial environment
  • Maximizing platform consumption
  • Operational efficiencies

Key Requirements

  • 2-5+ years of experience
  • Proven track record of supporting cross-functional project teams
  • Familiar with software-based financial solutions
  • Excellent writing skills
  • Advanced MS Office skills
  • Data analytics skills
  • Strong interpersonal and presentation skills

Work Rights

Not specified

Tailored Resume

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