Client Delivery, Team Lead - Vice President
iCapital(20 days ago)
About this role
The Client Delivery Vice President at iCapital is a senior leader within the Data Solutions team responsible for overseeing client delivery functions across multiple office locations. This role connects client-facing activities with internal operations in a fast-paced, wealth-management-focused environment and works closely with senior leadership and cross-functional teams to support organizational goals.
Required Skills
- Leadership
- Coaching
- Client Relations
- Wealth Management
- RIA
- Custodians
- Excel
- PowerPoint
- Databases
- Programming
+4 more
About iCapital
icapital.comiCapital 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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