Platform Implementation Specialist, Annuities - Vice President

Responsibilities

Drive successful end-to-end annuity implementations for new and existing iCapital clients, including broker-dealers, Independent Marketing Organizations, carriers, and strategic technology partners.
Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk and driving accountability across internal and external stakeholders.
Retain an in-depth understanding of the iCapital annuities platform to lead or facilitate client discovery, requirements gathering, operating model and business process design, platform setup, testing, and rollout.
Lead integrations involving annuity marketplaces, order entry platforms, eApplication providers, carrier connectivity, holdings integrations, and related annuity workflows.
Manage the overall platform experience for existing clients, including maximizing adoption and utilization of annuity products and capabilities.
Build a strong understanding of a client’s business and how that translates to the iCapital platform; Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements.
Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions and roll out new features.
Partner closely with the Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients.

Qualifications

10+ years of experience in project management, client software implementations, relationship management within financial services, insurance, annuities, or fintech
Knowledge of wealth management, insurance distribution, broker-dealer operations, and annuity business processes
Knowledge of annuity products, carrier ecosystems, and annuity order entry and eApplication workflows
Proven track record of leading cross-functional project teams from inception to execution
Familiar with software-based financial solutions (transaction systems, online forms, trading software)
Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
Experience managing technology integrations is a plus