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Business Solutions Consultant II - Associate

Hybrid work

Publication date: 11/11/2026

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; 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; Involvement throughout the software development life cycle, from requirements gathering through successful release of the software

Requirements

3+ years working experience in the financial services or insurance industry (sales and marketing support, illustration, or vendor position); 2+ years of experience gathering and writing business and technical requirements in an SDLC environment for life or annuity products; Knowledge of Life or Annuity products and insurance products; Understanding of Agile or Waterfall Software Development Life Cycle

Nice to have

Industry Certifications and/or licenses

Benefits

Compensation package including salary, equity for all full-time employees, and an annual performance bonus; Employer matched retirement plan; Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; Parental leave; Unlimited paid time off (PTO); Flexibility to work remotely on Fridays
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