Client Delivery Specialist - Assistant Vice President

iCapital(20 days ago)

HybridFull TimeManager$85,000 - $110,000Client Reporting

About this role

Manager-level role leading a client-facing reporting team within a wealth management environment. The position centers on ensuring high-quality reporting delivery, maintaining reporting systems and client setups, and partnering with custodians and vendor partners. Works in a dynamic, performance-driven organization and supports talent development in reporting and technology.

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Required Skills

Team Leadership
Coaching
Financial Reporting
Data Aggregation
Reconciliation
Portfolio Analysis
Client Onboarding
System Configuration
Excel
PowerPoint

+2 more

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.