iCapital · 3 weeks ago
Platform Operations - Associate / Assistant Vice President
Salt Lake City, UT
Full-time
Hybrid
Mid Level
$70K/yr - $130K/yr
3+ years expiCapital is seeking an Associate or Assistant Vice President to join the Platform Operations team, focusing on enhancing operational scalability and delivering exceptional support experiences. The role involves building strong client relationships, managing inquiries, and ensuring efficient service delivery while striving for operational excellence.
Asset ManagementBankingFinancial ServicesFinTech
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 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
Qualification
Required
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
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase