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Platform Operations Client Support - Assistant Vice President

Greenwich, CT, United States

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 $202 billion in global client assets invested in 1,655 funds, as of September 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is seeking an experienced Assistant Vice President to join our Platform Operations team and provide technical and operational support across several key clients in our alternative investment business. This role will oversee multiple clients and drive efforts to launch new funds, improve operations, and develop new processes and procedures. This individual is pivotal in supporting technical and operation requirements across iCapital’s alternative investment platform.  

Responsibilities

  • Develop an in-depth understanding of all interfaces on the iCapital platform ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative’s clients with key relationships with wire houses, RIAs, and IBDs.
  • Execute end-to-end on recurring platform technical and operations deliverables, manage daily workflows to ensure consistent, high-quality service delivery, maintaining a client-first approach in all operational activities.
  • Work closely with senior team members and cross departmentally with client operations, product, and client management to plan for client deliverables, platform updates, and fund launches.
  • Provide critical support for ongoing platform activities, coordinating with team members to resolve operational issues as they arise.
  • Serve as the primary point of contact for platform operations for a book of our US-based Alternatives clients.
  • Handle and resolve escalated issues in a timely and effective manner, ensuring client satisfaction and operational continuity.
  • Maintain comprehensive documentation and knowledge-sharing practices to support process transparency and team efficiency.

Qualifications

  • 5+ years of experience in platform operations or a similar role within the FinTech, financial services, or SaaS industries.
  • Proven experience in an operational role, with the ability to balance team management and hands-on responsibilities
  • Experience in platform management, implementation management, or process management a plus
  • Experience managing external relationships, handling escalations, and fostering client relationships
  • Experience with documenting technical processes and integrations, ensuring clarity and usability for both technical and non-technical stakeholders
  • Strong commitment to quality, a client-first mindset, and able to manage competing priorities and tasks efficiently in a fast-paced environment
  • Excellent communication skills, with the ability to manage external relationships as well as collaborating effectively with internal teams
  • Excellent problem-solving and organizational skills

Benefits

The base salary range for this role is $100,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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