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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. This 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 become 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.
Job Responsibility:
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
Partner closely with Product and Technology teams to investigate platform behavior, troubleshoot complex issues, and support root-cause analysis across workflows, integrations, and data dependencies
Operate confidently within technical systems and tools that support the iCapital platform, including configuration management, workflow logic, and issue triage across multiple platform interfaces
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 escalate 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
Requirements:
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
High attention to detail with the ability to manage complex workflows, identify discrepancies, and ensure accuracy across platform operations and client deliverables
Self-starter with a strong sense of ownership
able to work independently, prioritize effectively, and proactively drive issues through resolution
Strong technical aptitude, including comfort working “under the hood” of platforms to understand system behavior, workflows, and dependencies
Ability to analyze technical and operational issues using structured problem-solving, including reviewing data, logs, or system outputs to identify root causes
Comfort translating technical concepts and platform behavior into clear, actionable explanations for both clients and non-technical internal partners
What we offer:
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling