iCapital Network
Platform Implementation Specialist - Vice President
$145K–$185K
New York, New York, United States · Director · Full-time · Posted Aug 24, 2026
- Experience
- 10+ years in project management, client software implementations, or relationship management within financial services or fintech.
About the job
Leads end-to-end platform implementations and manages the ongoing platform experience for enterprise financial-services clients.
What you'll do
- Lead client integrations, including discovery, requirements gathering, platform setup, testing, and rollout.
- Manage project plans, risks, and stakeholder accountability across internal and external teams.
- Partner with clients and Product Managers to improve platform adoption, assess product gaps, and roll out new features.
What they ask for
- Knowledge of wealth management, alternative investments, and private bank business and processes.
- Track record leading cross-functional project teams from inception to execution.
- Familiarity with software-based financial solutions such as transaction systems, online forms, and trading software.
- Strong writing, interpersonal, and presentation skills, including producing detailed project and business requirements documentation.
Nice to have
- Experience managing data integrations.
Pay
USD 145,000 to USD 185,000 base salary
Model-written summary · the original posting is authoritative