Client Delivery, Team Lead - Vice President

iCapital(1 month ago)

HybridFull TimeExecutive$140,000 - $170,000Data Solutions

About this role

The Client Delivery Vice President at iCapital leads the Data Solutions client delivery segment, overseeing multiple team leads and sub-teams across locations to ensure consistent, high-quality client service. The role focuses on developing talent, managing escalations, and driving operational effectiveness within a wealth management technology environment. It requires working in a dynamic, performance-driven setting and partnering with senior management on priorities and projects.

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Required Skills

Client Relations
Team Leadership
Coaching
SOPs
Operational Controls
Performance Management
Wealth Management
Custodians
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.

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