Client Delivery, Team Lead - Vice President

About the Role

iCapital is looking to hire a Client Delivery Vice President to join the Data Solutions team. This role will oversee several team leads and their sub-teams across various office locations. The ideal candidate will be responsible for coaching teams through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best-in-class service to clients on a consistent basis.  This individual will be comfortable working in a dynamic, performance-driven, fast-paced environment. The reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical.

Responsibilities

• Oversee the delivery function for a segment of clients.


• Mentor and coach a pod of team leads and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.


• Ensure adherence to SOPs and leading best practices.


• Develop and strengthen client relationships, serving as the senior escalation point.


• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.


• Lead the organization, identify gaps in our offering and manage cross-team solutions.


• Participate in performance review processes bi-annually on behalf of their teams.

Qualifications

• 10+ years of experience in a related field


• 10+ years of experience managing a team providing feedback, coaching their development, escalating employee issues


• Experience with RIA and wealth management policies, procedures and client services 


• Experience working with wirehouses and/or custodians such as pershing, schwab, or fidelity


• Excellent customer relation skills and the ability to foster and maintain effective client relationships


• Strong understanding of financial instruments


• Able to think critically through complex performance management reporting issues and best practices


• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines


• High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities


• Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming

Benefits

The base salary range for this role is $140,000 to $170,000.  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  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.