Client Delivery Advocate Analyst Job at iCapital Network (Stamford)

Technical Engagement Manager / Account Manager

The Technical Engagement Manager (TEM) plays a key role in the delivery of clien...

Location

United States , New York

Salary:

150000.00 - 180000.00 USD / Year

EvolutionIQ

Expiration Date

Until further notice

Requirements

3+ years experience in account and project management, with a proven track record of delivering solutions while meeting external client deadlines
Ability to balance client needs with budget and capacity
Effective communication skills across teams with both technical and non-technical people
along with strong ability to communicate complex problems
Proficiency in data analysis and manipulation with Excel and other analytical tools
Background working with data, as an analyst, consultant, or in a client management capacity
Extreme self-starter and self-motivator, holds self to extremely high standards, and inspires others to do the same
Ability to handle the ups and downs of early startup life
Enthusiasm for team work and pair work
Kind, empathetic, polite and professional

Job Responsibility

Provide quality technical & business service delivery for a select group of clients, provide backup support to Senior TEM’s on top-tier client accounts as needed. Ensure that we are tracking towards client renewal or expansion
Provide day to day project management and delivery of EvolutionIQ solutions for clients throughout the engagement lifecycle, ensuring delivery meets customer requirements on time
Participate in internal & customer-facing conference calls, demonstrations, and presentations. Advocate for the client and provide an “outside in” perspective
Support other business and operational development initiatives, as required
Develop a good understanding of insurance claims data and EvolutionIQ’s solution capabilities
Weekly status updates and escalate project risks to clients and the delivery team
Document client business rules, requirements and processes and ensure proper configuration of the platform

What we offer

Medical, dental, vision, short & long-term disability, life insurance and AD&D, and 401k matching
Additional family, wellness, and pet benefits
Paid time off and sick leave, 100% paid parental leave (16 weeks for primary caregivers and 12 weeks for secondary caregivers)
Flexible schedule for new parents returning to work
Catered lunches, happy hours, pet-friendly spaces, and monthly technology stipend
$1,000/year for each employee for professional development
Opportunities for tuition reimbursement
Annual bonus plan
Company equity plan (RSUs)

Fulltime

Client Delivery Advocate Analyst

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solution...

Location

United States , Salt Lake City

Salary:

62000.00 - 70000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Excellent customer relations skills
Foster and maintain effective relationships
Proactively assess and act upon client and company needs
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
Comfortable with technology, software tools and applications and able to learn new software quickly
Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors work
Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally

Job Responsibility

Financial Reporting and Data Aggregation tools
Analyze and explain portfolio performance results
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
Analyze private equity and hedge fund statements for input into system
Consolidate data from multiple sources and custodians
Provide accurate and timely statements and data entry
Generate reports as needed
Work with clients and partners to resolve data issues
Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management
Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Senior Account Manager

Senior Account Managers don't just manage accounts—they own the success of our m...

Location

United States

Salary:

90000.00 - 100000.00 USD / Year

Personify Health

Expiration Date

Until further notice

Requirements

Bachelor's degree or equivalent in related discipline
6+ years experience in TPA, health plan administration, or benefits account management
Strong understanding of ERISA, COBRA, ACA, and plan funding mechanisms
Experience supporting self-funded clients and managing complex plan designs
Proven leadership or mentoring experience strongly preferred
Proficiency with Microsoft Office Suite
Experience with client management platforms (Gainsight, Salesforce, Confluence, Jira)
Strong relationship-building, presentation, and negotiation capabilities

Job Responsibility

Own complex client service delivery: Manage day-to-day service for high-priority and complex existing accounts, ensuring superior service delivery and proactive issue resolution
Monitor and strategize proactively: Track performance metrics, identify potential service issues or trends early, and develop engagement strategies in collaboration with Strategic Account Executives
Lead client relationships: Maintain comprehensive knowledge of client expectations and goals to effectively present information, respond to questions, and follow up on inquiries with authority
Drive client meetings: Lead client meetings and present performance data, reports, and strategic recommendations that demonstrate value and identify opportunities
Partner on implementation: Collaborate with Implementation team to ensure successful onboarding for new clients transitioning into your portfolio
Serve as client advocate: Act as customer advocate within Personify Health, partnering with internal departments to develop, implement, and drive strategies that meet requirements and enhance offerings
Collaborate strategically: Work closely with Strategic Account Executive on strategic planning, growth opportunities, and year-round client program plans
Mentor team members: Guide and support junior Account Managers, serving as knowledge resource and helping build their capabilities
Manage escalations: Handle complex escalations and serve as liaison between clients, internal departments, and leadership for issue resolution
Maintain client management systems: Keep internal tools current (Gainsight, Salesforce, Confluence, Jira) and serve as subject matter expert responsible for training clients on tool utilization

What we offer

Competitive base salary and benefits effective day one
Comprehensive medical and dental through our own health solutions
Unlimited PTO
Mental health support, retirement planning, and financial protection
Professional development with clear career progression and learning budgets
Mission-driven culture where diverse perspectives drive real impact on people's health

Fulltime

Lead Solution Architect - Public Sector Consulting

The Lead Solution Architect will be instrumental in delivering digital transform...

Location

United Kingdom , London

Salary:

Not provided

NTT DATA

Expiration Date

Until further notice

Requirements

Significant experience designing and delivering complex digital and data solutions in the UK Government or wider Public Sector
Deep knowledge of enterprise architecture patterns, public cloud services (Azure, AWS), application design, integration patterns (API, event-driven), and data platforms
Demonstrable success in shaping client strategies, designing operating models, and engaging in business case development and benefit modelling
Experience of bid and pre-sales involvement, including shaping client proposals, contributing to SOWs, and presenting to commercial and technical stakeholders
A sound understanding of government standards and frameworks, including the Digital Service Standard, GDS assessment criteria, NCSC cloud security principles, and relevant assurance models
Experience working in agile delivery environments and collaborating across business and technology domains
Excellent communication and leadership skills, with the ability to articulate and advocate for strategic solutions at executive level
Demonstrated success in producing winning proposals for central government clients
Extensive experience in a solution architecture or enterprise architecture role, within government or regulated industries
Background in consulting, systems integration, or technology leadership within public sector environments

Job Responsibility

Focus on pre-sales activity, developing solution strategies, high-level designs, and producing responses to RFPs in collaboration with sales and bid teams
Engage with senior client stakeholders to understand business problems and translate them into composable, scalable solution architectures that are secure, compliant, and future-ready
Work closely with multi-disciplinary teams—delivery managers, business analysts, technical architects, and engineering leads—to shape delivery models that meet client and user needs
Contribute to governance and assurance, ensuring architectural coherence across delivery workstreams, and adherence to government standards (e.g. GDS, NCSC, Cabinet Office, MOD)
Collaborate with our Government CTO and wider leadership team to shape IP, frameworks, and go-to-market offerings
Coach and mentor other architects and support the development of architecture capability within the business

What we offer

Tailored benefits that support your physical, emotional, and financial wellbeing
Continuous growth and development opportunities
Flexible work options

Fulltime

Senior OCM Consultant

The Senior Organizational Change Management Consultant will lead initiatives to ...

Location

United States , Springfield

Salary:

97032.00 - 135000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s degree or equivalent experience
Minimum 3 years leading an Organizational Change Management initiative
Minimum 1-2 years supervising work product delivery from a team and coordinating service delivery
Prosci certification (preferred), ACMP or an equivalent OCM certification
Minimum 6 years of experience as an OCM analyst, project, or business analyst on a large-scale system implementation
Minimum of 5 years of consulting experience including drafting deliverables and participating in peer review of deliverables
Minimum 1 year using Microsoft Project
Minimum 2 years using Visio for business process modelling
Minimum 3 years training content development and delivery
Expert using SharePoint and Microsoft Office applications

Job Responsibility

Support and contribute to the OCM team in delivering OCM advisory and support services to the client
Maintain current understanding of the client’s organization and organizational change management challenges and issues
Assist the client in identifying potential risks and anticipated points of resistance, and support plans to mitigate or address the challenges and concerns
Identify new and innovative ways to accelerate clients through their change journey
Lead or contribute to producing progress and status reports
Support effectively explaining OCM factors involved and contribute to development of organizational solutions to deliver value to the client
Lead or contribute to maintaining accurate documentation and deliverables
Lead or participate in creation of OCM strategy and planning documents, as well as communications and learning materials to assist in the transformation and reinforcement efforts
Participate in executing the OCM plan and maintaining the OCM schedule, ensuring all work is reflected in the plan and dates are met
Support OCM training needs analysis, design, development, and delivery

What we offer

medical, dental, and vision insurance with an employer contribution
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Senior Java Developer

Senior software developers collaborate with business and quality analysts, desig...

Location

Singapore , Singapore

Salary:

Not provided

Thoughtworks

Expiration Date

Until further notice

Requirements

5+ years of experience using one or more development languages (Java-must have, Kotlin, JavaScript, TypeScript, Ruby, C#, etc.) with experience in object-oriented programming
Skillfully write high-quality, well-tested code and comfortable with Object-Oriented programming
Open and thoughtful mindset toward AI, proactively integrating AI-assisted tools and methods into technical workflows
Comfortable with Agile methodologies, such as Extreme Programming (XP), Scrum and/or Kanban
Good awareness of TDD, continuous integration and continuous delivery approaches/tools
Must be Singaporean citizens or already hold Singaporean Permanent Residency (PR) at the time of application

Job Responsibility

Collaborate with business and quality analysts, designers, project managers and more to design software solutions
Write clean and iterative code to deliver a powerful end result whilst consistently advocating for better engineering practices
Leverage deep technical knowledge to solve complex business problems and proactively assess your team’s health, code quality and nonfunctional requirements
Learn and adopt best practices like writing clean and reusable code using TDD, pair programming and design patterns
Use and advocate for continuous delivery practices to deliver high-quality software as well as value to end customers as early as possible
Drive the AI-first software delivery strategy by strategically integrating and utilizing AI tools throughout the development lifecycle
Work in collaborative, value-driven teams to build innovative customer experiences for our clients
Create large-scale distributed systems out of microservices
Collaborate with a variety of teammates to build features, design concepts and interactive prototypes and ensure best practices and UX specifications are embedded along the way
Apply the latest technology thinking from our Technology Radar to solve client problems

What we offer

Learning & Development: career development is entirely up to you, supported by interactive tools, numerous development programs and teammates who want to help you grow

Fulltime

UX / UI Designer

The international IT сompany Andersen invites a UX / UI Designer in Dallas with ...

Location

United States , Dallas

Salary:

Not provided

Andersen

Expiration Date

Until further notice

Requirements

Experience in UX/UI or Product Design with a strong focus on digital products, enterprise systems, and cross-platform solutions for 5+ years
Demonstrated experience with pre-sales, discovery, or early-stage product definition, including leading workshops and producing conceptual design deliverables
Strong background designing complex systems such as fintech and banking applications, healthcare platforms, data-heavy dashboards, or multi-step transactional experiences
Solid UX research experience, including interviews, usability testing, surveys, persona creation, user journey mapping, and competitor benchmarking
Proven ability to structure design decisions based on business goals, user needs, and data insights
Hands-on experience designing data visualisations and dashboards, including KPI-driven, analytical, operational, or BI-like interfaces
Advanced proficiency in Figma and experience building and maintaining scalable design systems
Highly developed communication and presentation skills, with the ability to explain design reasoning to both technical and non-technical audiences
Strong client-facing skills and ability to build trust through clarity, structure, and confident guidance
Level of English – from Advanced and above

Job Responsibility

Leading UX discovery and pre-sales activities, including scoping, problem framing, requirement clarification, and high-level solution visualization for prospective clients
Advocating for user-centric thinking and communicating how design impacts business outcomes, product performance metrics, conversion, retention, and customer satisfaction
Conducting user and stakeholder interviews, competitor analysis, heuristic evaluations, JTBD assessments, and domain research to understand business goals and user needs
Translating research insights into user journeys, service blueprints, IA structures, flows, wireframes, prototypes, and clearly structured design documentation
Developing and presenting design concepts, rationale, and solution approaches to client executives, decision-makers, and cross-functional teams
Acting as a design expert during pre-sales workshops and explaining best practices, industry standards, and UX patterns for complex systems across domains such as fintech, banking, healthcare, oil & gas, insurance, and data-intensive platforms
Designing dashboards, data visualizations, complex transactional interfaces, multi-step workflows, and enterprise-grade UX flows involving large data volumes
Creating scalable design systems, UI component libraries, usage guidelines, and ensuring consistency across touchpoints
Collaborating closely with Project Managers, Business Analysts, Developers, and SMEs to align design direction with business and technical feasibility
Working simultaneously across multiple initiatives, ensuring high-quality output under time constraints

What we offer

Experience in teamwork with leaders in FinTech, Healthcare, Retail, Telecom, and others
The opportunity to change the project and/or develop expertise in an interesting business domain
Job conditions – you can work both fully remotely and from the office or can choose a hybrid variant
Guarantee of professional, financial, and career growth
The opportunity to earn up to an additional 1,000 USD per month, depending on the level of expertise, which will be included in the annual bonus, by participating in the company's activities
Access to the corporate training portal
Bright corporate life (parties / pizza days / PlayStation / fruits / coffee / snacks / movies)
Certification compensation (AWS, PMP, etc)
Referral program
English courses

Fulltime

Business Analyst

The Business Analyst serves as a critical liaison between clients, Product Owner...

Location

India , Chennai

Salary:

Not provided

OneMagnify

Expiration Date

Until further notice

Requirements

Minimum 5 years’ experience as a Business Analyst in a technology-driven environment with a proven track record of delivering complex client solutions
Demonstrated high proficiency with SQL writing to review and analyze data
Minimum 5 years’ experience with Agile development methodology
Proven experience in customer-facing, consultative roles within a professional technology consulting environment
Strategic thinker, adaptive, and self-starter with a proactive approach to problem-solving
Bachelor’s degree in business, economics, or a technology-related field
Exceptional verbal and written communication skills
Proficient in Microsoft Word, Excel, PowerPoint, and Visio
Experience in root cause analysis and troubleshooting data or process issues

Job Responsibility

Serve as a critical liaison between clients, Product Owners, and delivery teams
Ensure business requirements are accurately captured, documented, and translated into actionable Agile user stories
Gather, curate, and validate requirements across technology (application development and data) and user experience domains
Ensure alignment between client needs and delivered solutions
Act as the final internal reviewer of all deliverables and facilitate client acceptance
Demonstrate independent, critical thinking and active listening to understand client requirements
Rapidly develop deep domain expertise for assigned projects and client programs
Independently elicit, analyze, document, and map requirements in collaboration with stakeholders
Author clear, concise, and testable business requirements in the form of Agile user stories
Produce supporting documentation such as process flows, wireframes, and use cases

Fulltime

Client Delivery Advocate Analyst

iCapital Network

Location:
United States , Stamford

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 18, 2026

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