Platform Implementation Specialist - Associate

iCapital(6 days ago)

HybridFull TimeMedior$90,000 - $110,000Implementation

About this role

An Associate on the Implementation Specialists team supporting platform integrations for new and existing enterprise wealth manager and asset management clients. The role partners with senior leaders to manage client onboarding and the ongoing platform experience to drive adoption of iCapital's platform.

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Required Skills

Project Management
Client Implementations
Business Analysis
Data Integration
Platform Configuration
Testing
Stakeholder Management
Product Collaboration
Documentation
Excel

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.