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FinTech, Financial Services, Wealth Management

Business Solutions Consultant II - Associate

RemoteRemoteFull Time$75,000–$90,000 /yrPosted 12 days agoVisa sponsorship available

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Required skills

  • Life products
  • Annuity products
  • SDLC
  • business requirements
  • technical requirements
  • financial services
  • insurance industry
  • sales and marketing support
  • illustration
  • vendor position

Nice to have

  • Industry Certifications
  • licenses

Role summary

iCapital is seeking a Business Solutions Consultant II to lead research and requirement analysis for product development and enhancement. This role involves the full software development lifecycle, from gathering requirements to software release. Responsibilities include refining documentation, analyzing customer requests, assessing system impacts, and making tradeoff decisions. The consultant will implement customer requirements, identify and analyze problems, and manage issues independently. The role requires a strong understanding of the financial services or insurance industry, with specific experience in gathering and writing business and technical requirements for life or annuity products within an SDLC environment. Industry certifications are preferred.

About the Role

iCapital is looking to hire a Business Solutions Consultant to serve as a lead role in research and requirement analysis. This individual will complete the requirements that the Development team will use to develop or enhance the company’s product offerings and require little guidance. This role is involved throughout the software development life cycle starting with requirements gathering and continuing all the way through to the successful release of the software.

Responsibilities

  • Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
  • Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
  • Expand industry knowledge of insurance products through continuous learning and research.
  • Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
  • Evaluate potential solutions and make informed tradeoff decisions.
  • Implement standard and non-standard customer requirements within at least one platform.
  • Identify and analyze problems while recommending effective solutions.
  • Manage day-to-day issues and challenges independently with minimal oversight.
  • Generate innovative ideas by evaluating client requirements and system functionality.
  • Resolve less complex client issues directly and engage senior team members when appropriate.
  • Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
  • Assess customer needs and business situations independently and in collaboration with others.
  • Develop clear, concise specifications with an appropriate level of detail.

    • Qualifications

  • 3+ years working experience in the financial services or insurance industry, either directly through sales and marketing support, illustration or through a vendor position
  • 2+ years of experience in gathering and writing business and technical requirements in an SDLC environment for life or annuity products is required
  • Knowledge of Life or Annuity products and insurance products is required
  • Industry Certifications and/or licenses is preferred
  • Understanding of Agile or Waterfall Software Development Life Cycle

    • Benefits

    The base salary range for this role is $75,000 to $90,000. 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. This position can be based in the greater Des Moines, IA area, the greater Colorado Springs, CO area, or the greater Salt Lake City, UT, area.

    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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