---
title: 'Microsoft Dynamics Technical Lead - Assistant Vice President at iCapital'
canonical: 'https://feeny.ai/job/microsoft-dynamics-technical-lead-assistant-vice-president-icapital-new-york-wfx7mj20abw8'
type: 'job'
last_seen: '2026-11-08'
---

# Microsoft Dynamics Technical Lead - Assistant Vice President at iCapital

- **Company:** iCapital
- **Location:** New York, NY
- **Posted:** 2026-11-05
- **Last confirmed live:** 2026-11-08
- **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8659521002

## Job description

## About the Role

iCapital is seeking an experienced, strategic-thinking Dynamics Tech Lead to support the launch and scalability of Microsoft Dynamics 365 across the enterprise. This role is responsible for hands-on development, configuration, and support of Microsoft Dynamics applications, ensuring the smooth operation and integration of Dynamics solutions to meet evolving business needs.

Responsibilities:

- Lead day-to-day development for Dynamics 365 Customer Service and Dataverse, partnering closely with the Architect, Product Owner, and QA Lead while contributing hands-on code alongside the team.
- Own code review standards and review changes across plug-ins, client scripts, Power Automate flows, and solution components.
- Define engineering practices for solution layering, source control, branching, environment management, coding standards, templates, and reusable development patterns.
- Own CI/CD pipelines in Azure DevOps, enabling repeatable and governed releases from development through production.
- Deliver enhancements across case management, SLAs, queues, routing, security roles, and other core Dynamics 365 Customer Service capabilities.
- Implement Dynamics 365 Contact Center capabilities, including channel configuration and unified routing.
- Build Copilot Studio agents and Copilot features for service agents and customers, incorporating effective grounding, hand-off, and guardrail design.
- Design and build enterprise integrations with platforms such as ServiceNow, Pega, and Salesforce using APIs, Dataverse, and Power Automate, with appropriate error handling and monitoring.
- Launch secure customer self-service capabilities, including a portal with authentication, role-based access, and data protection suited to a regulated business.
- Deliver a customer-facing chatbot integrated with the self-service portal, case management capabilities, and live agent hand-off.
- Take technical ownership of the platform, including the technical backlog, codebase, solutions, and documentation, as part of the transition from the implementation partner.
- Mentor developers, establish scalable engineering practices, and help shape the in-house engineering function, including proposing additional development hiring as demand grows.

Qualifications:

- Extensive hands-on development experience with Microsoft Dynamics 365 Customer Service, Dataverse, and the Power Platform
- Strong proficiency in C#, JavaScript, and TypeScript, including experience developing plug-ins, custom APIs, and client-side scripts
- Demonstrated experience leading developers, conducting code reviews, mentoring team members, and establishing engineering standards for business-critical applications
- Experience building enterprise integrations using REST APIs, including exposure to platforms such as ServiceNow, Pega, or Salesforce
- Hands-on experience with Power Automate and CI/CD for Power Platform solutions, including experience with Azure DevOps
- Strong understanding of security roles, authentication, secure access patterns, and data protection requirements for portals and external users
- Experience developing conversational AI solutions, including Copilot Studio agents or comparable technologies
- Experience with Dynamics 365 Contact Center or Omnichannel for Customer Service, including contact center capabilities and routing
- Experience delivering customer self-service solutions, including Power Pages or other portals and customer-facing chatbots
- Familiar with Azure services, including Functions, Service Bus, API Management, and Microsoft Entra ID
- Experience supporting enterprise platforms in financial services or another regulated industry, including experience transitioning a platform from an implementation partner and building in-house development capabilities
- Clear written and verbal communication skills, with the ability to explain technical decisions and trade-offs to both technical and business audiences
- Microsoft certifications preferred, including Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (MB-230), Dynamics 365 Contact Center AI Engineer Associate (AB-250), Power Platform Developer Associate (AB-400), or Power Platform Solution Architect (PL-600)

## Benefits

The base salary range for this role is $120,000 to $160,000.  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.

For additional information on iCapital, please visit [https://www.icapitalnetwork.com/about-us](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us&data=05%7C02%7Colivia.tretout%40icapital.com%7Ca6af1a3d44f84b7f05f008df3b6cb39d%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639295010204535446%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=CXhhXIhTOozFid8ANSu55sXIdyjicb0qAxx7tGApeIU%3D&reserved=0)   X: @icapitalnetwork | LinkedIn: [https://www.linkedin.com/company/icapital-network-inc](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ficapital-network-inc&data=05%7C02%7Colivia.tretout%40icapital.com%7Ca6af1a3d44f84b7f05f008df3b6cb39d%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639295010204560306%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=a8nhU9d0fPC1LflQ8y0ZsMHZJpqqzYPDs90Jcssrj%2BE%3D&reserved=0) | Awards Disclaimer: [https://www.icapitalnetwork.com/about-us/recognition/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C02%7Colivia.tretout%40icapital.com%7Ca6af1a3d44f84b7f05f008df3b6cb39d%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C639295010204574469%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=uGX1DgQuE%2Bs1ThB0dQIpxgPm4uyGj1goW3weWJSvpdM%3D&reserved=0)

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.

## About iCapital

## Company Overview
- **One-liner**: iCapital is the leading global financial technology platform that transforms how financial advisors, asset managers, and wealth managers access and manage alternative investments.
- **Entity Type**: Private (late-stage)
- **Headquarters**: New York City, New York, USA
- **Founded**: 2013
- **Founders**: Lawrence Calcano (Chairman & CEO) and others

## Core Business
- Primary industry/industries: Fintech, Wealth Management, Alternative Investments
- Target customers: B2B – financial advisors, wealth managers, asset managers, and private banks
- Mission or purpose statement: "Transform the World’s Investment Industry for Better Outcomes" by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.

## Products & Services
- **iCapital Marketplace**: A digital platform connecting wealth advisors and their high-net-worth clients to a curated selection of alternative investment funds (private equity, private credit, real estate, hedge funds).
- **Enterprise Solutions**: White-label technology and operational infrastructure for large financial institutions to offer alternatives to their clients under their own brand.
- **Data Intelligence**: AI-driven data management, reporting, and analytics tools (including capabilities from acquired firms Mirador and AltExchange) that provide portfolio transparency and performance insights.
- **Annuities Platform**: A technology solution for distributing and managing fixed and structured annuities.
- **Alternatives Distribution**: Services that help fund managers and issuers reach new sources of capital through the iCapital network.

## Market Standing
- **Valuation**: Over $7.5 billion (as of the company’s most recent capital raise, according to icapital.com/about-us/)
- **Key Metric**: $61.1 billion in active global assets on platform (as of May 31, 2026); over 1,200 fund manager/issuer relationships; 135,000+ financial professional users
- **Notable Investors/Partners**: BlackRock (strategic investment), Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap, Citi Wealth (acquired its alternative investments feeder platform)
- **Growth Signals**: Completed over $820 million in total capital raised; acquired multiple companies including Mirador (data management), AltExchange (AI-driven tech), and Parallel Markets (digital identity/compliance); recognized by Euromoney as "World’s Best Technology Provider for Wealth Management," named to CNBC’s World Top 250 Fintech Companies, and Forbes Fintech 50

## Competitive Advantages
- **Network Effects**: The largest open-architecture platform for alternatives, connecting thousands of advisors, hundreds of fund managers, and large financial institutions.
- **Scale & Trust**: With over $61B in assets and partnerships with the world’s largest banks and asset managers, iCapital has a deeply entrenched position.
- **End-to-End Technology**: A fully integrated suite covering deal sourcing, onboarding, compliance, reporting, and analytics — reducing operational friction for all parties.
- **Global Reach**: 16 offices worldwide (New York, Zurich, London, Hong Kong, Singapore, Tokyo, Toronto, Lisbon, Sydney, Abu Dhabi, and more), providing a truly international footprint.

## Strategic Focus
- **Global Expansion**: Deepening presence in Europe, Asia-Pacific, and the Middle East.
- **Platform Expansion**: Moving beyond traditional alternatives into structured investments and annuities.
- **AI & Data Leadership**: Leveraging acquisitions like AltExchange to embed AI-driven analytics and automation across the platform.
- **Institutional Partnerships**: White-labeling the platform for large banks and wealth managers to scale alternatives distribution.

## Why Work Here
- **Culture**: iCapital emphasizes open communication, transparency, integrity, collaboration, and excellence. The company has been recognized as a "Best Workplace" by Great Place to Work in Portugal and a "Best Startup Employer" by Forbes.
- **Growth & Development**: The company views learning and development as a critical investment, with career growth initiatives at every level — from recent graduates to senior managers. The company has grown from its 100th employee milestone to hundreds of employees globally, offering significant upward mobility.
- **Global & Collaborative Environment**: With 16 offices worldwide and an industry-leading R&D center in Lisbon, employees work on truly global teams. The company hosts monthly social events and volunteer opportunities.
- **Benefits**: Generous unlimited paid-time off (PTO), employer-matched retirement plan, 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, and subsidized health care. Benefits vary by country.
- **Office Policy**: Hybrid/office-based presence across global hubs. Offices are described as having fully-stocked kitchens and a collaborative atmosphere.

## Sources
1. [icapital.com](https://icapital.com/)
2. [icapital.com/about-us/](https://icapital.com/about-us/)
3. [icapital.com/careers/](https://icapital.com/careers/)
4. [job-boards.greenhouse.io/icapitalnetwork](https://job-boards.greenhouse.io/icapitalnetwork)
5. [linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc)

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