Implementation Specialist - Associate/Assistant Vice President - Remote

Overview

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025.

In Short

• Join the Implementation Specialists team at iCapital.
• Manage platform integrations for enterprise clients.
• Provide project management expertise.
• Support existing clients to maximize platform usage.
• Collaborate with Product Managers and Relationship Managers.
• Document procedures and create client collateral.
• Drive operational efficiencies and platform enhancements.
• Work in a fast-paced entrepreneurial environment.
• Experience in financial services or fintech is required.
• Salary range is $80,000 to $150,000.

Requirements

• 2-10+ years of experience in project management or client software implementations.
• Proven track record of leading cross-functional teams.
• Familiarity with software-based financial solutions.
• Excellent writing and documentation skills.
• Advanced MS Office and data analytics skills.
• Strong interpersonal and presentation skills.
• Knowledge of wealth management processes.
• Experience managing data integrations is a plus.

Benefits

• Base salary range of $80,000 to $150,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Comprehensive benefits package including healthcare.
• Employer matched retirement plan.
• Unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.