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iCapital Network

Client Delivery - Senior Vice President

New York, New York, United States; US CT - Greenwich; US NY - New York CityUnited States
Director+ · Annuities Platform
POSTED 15 OCTVERIFIED 1D AGO
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Role
29 days opentrue age
Closes in ~27d at the median (56d)
Posted 15 Oct · n=26
Pay
$129k–$188kno pay posted
$129k$240k
Market p25–p75
$155k–$240k
iCapital Network p25–p75
$129k–$188kn=71
New York · n=1281 · 365d to 12 Nov
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About the Role

iCapital is seeking a Senior Vice President, Client Delivery to lead a significant portion of the Broker Dealer channel within the growing Annuities Platform team. Reporting to the Managing Director and Chief Delivery Officer, this individual will be responsible for driving successful client implementations, delivery excellence, operational performance, and client satisfaction across one of the firm's most strategic growth areas. This role will oversee Client Delivery leaders and their teams, supporting onboarding, implementation, and ongoing client delivery for broker-dealers, wirehouses, banks, RIAs, insurance carriers, and other financial institutions.

Responsibilities

  • Lead and develop Client Delivery leaders and their teams responsible for implementations, onboarding programs, and ongoing client delivery while fostering a culture of accountability, ownership, execution excellence, and client focus.
  • Own delivery performance across a portfolio of strategic client relationships, implementations, and delivery programs, ensuring milestones, commitments, client expectations, and business objectives are consistently achieved.
  • Establish governance frameworks, operating rhythms, performance management practices, and executive reporting processes that improve execution, scalability, and organizational effectiveness.
  • Serve as an executive sponsor for strategic client relationships, critical implementations, and complex delivery initiatives, building trusted partnerships with senior client stakeholders and sponsors.
  • Lead executive steering committees, governance meetings, implementation reviews, and client-facing discussions while delivering executive communications, presentations, status updates, and recovery plans.
  • Act as the senior escalation point for complex client situations, implementation challenges, and delivery issues, personally engaging when additional leadership involvement is required.
  • Identify risks, diagnose root causes, and drive practical solutions across teams to proactively address issues before they impact client outcomes.
  • Direct project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges while maintaining confidence and alignment among key stakeholders.
  • Partner closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities, resources, and execution plans that drive successful client outcomes.
  • Translate implementation insights, delivery learnings, and client feedback into operational improvements, process enhancements, and product recommendations.
  • Drive resource planning, forecasting, operational efficiency, invoicing oversight, capacity management, and delivery performance measurement across the organization.
  • Improve implementation methodologies, delivery processes, governance standards, and the overall client experience to support growth and scalability.

Qualifications

  • 15+ years of experience leading client delivery, implementation, professional services, consulting, operations, or other complex client-facing organizations
  • Proven success leading large-scale client implementations, enterprise programs, and complex delivery portfolios
  • Demonstrated ability to lead and build high-performing teams, drive accountability and performance across organizations
  • Strong executive presence with experience managing senior client relationships, executive stakeholders, steering committees, and governance forums
  • Exceptional communication and presentation skills, including experience developing executive updates, governance materials, recovery plans, and client-facing presentations
  • Proven ability to solve complex business, operational, and delivery challenges while maintaining strong client relationships and stakeholder confidence
  • Experience leading escalations, project recovery efforts, and cross-functional execution within complex, fast-paced environments
  • Strong operational, financial, organizational, forecasting, and resource management capabilities
Source · iCapital NetworkFirst seen 2 NovOriginal ↗