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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.
Job Responsibility:
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
Requirements:
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
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