iCapital
Platform Operations - Associate / Assistant Vice President
iCapital, Salt Lake City, Utah, United States, 84193
About The Role
iCapital is seeking an Associate or Assistant Vice President to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional support experiences to iCapital clients and partners. The individual will become an expert and advisor on the iCapital platform while striving for operational excellence.
The ideal candidate will build strong client relationships and be a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction and operational processes as a team.
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 clients with key relationships with wirehouses, RIAs, and IBDs.
Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
Meet and exceed service level agreements and performance targets through effective queue management.
Work with internal teams to elevate and resolve high-priority issues, ensuring quick resolution.
Enhance and maintain product documentation and internal resources to support platform users.
Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.
Qualifications
3-7 years of experience in a client-facing role within the finance industry.
Bachelor’s degree is required.
Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution.
Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities.
Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success.
Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support.
Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic.
Able to convey complex concepts clearly and concisely to a diverse audience.
Benefits The base salary range for this role is $70,000 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). The role requires working in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
Seniority level Mid‑Senior level
Employment type Full-time
Job function Management and Manufacturing
Industries Financial Services and IT Services and IT Consulting
iCapital is proud to be an Equal Employment Opportunity and Aff… 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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The ideal candidate will build strong client relationships and be a strategic problem solver together with team Leads and Associates. This role is highly collaborative, with a strong focus on improving iCapital’s clients' overall satisfaction and operational processes as a team.
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 clients with key relationships with wirehouses, RIAs, and IBDs.
Execute end-to-end technical and operations deliverables on recurring platforms, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
Act as the primary contact for clients, managing inquiries and optimizing their platform experience while also prioritizing and categorizing requests for efficient resolution.
Meet and exceed service level agreements and performance targets through effective queue management.
Work with internal teams to elevate and resolve high-priority issues, ensuring quick resolution.
Enhance and maintain product documentation and internal resources to support platform users.
Maintain fund collateral and offerings to keep the platform updated with varying alternative investment products.
Qualifications
3-7 years of experience in a client-facing role within the finance industry.
Bachelor’s degree is required.
Experience analyzing complex technical problems, breaking them down into actionable steps and driving them toward a resolution.
Able to thrive in a fast-paced, dynamic environment, demonstrating flexibility and the ability to quickly adjust to new challenges and priorities.
Proactive team member who seeks ways to improve client satisfaction and operational efficiency, contributing positively to our team culture and client success.
Experience with support ticketing tools and a strong foundation in technical troubleshooting with the ability to take a patient and client-centric approach to delivering technical and platform support.
Strong verbal and written interpersonal skills with the ability to explain complex concepts to clients and internal parties with limited knowledge of the topic.
Able to convey complex concepts clearly and concisely to a diverse audience.
Benefits The base salary range for this role is $70,000 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). The role requires working in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
Seniority level Mid‑Senior level
Employment type Full-time
Job function Management and Manufacturing
Industries Financial Services and IT Services and IT Consulting
iCapital is proud to be an Equal Employment Opportunity and Aff… 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.
#J-18808-Ljbffr