Client Delivery, Team Lead - Senior Vice President

icapitalnetwork • Salt Lake City, UT

59d • Hybrid

About The Position

iCapital is looking to hire a Client Delivery Senior 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.

Requirements

• 15+ 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

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.

Benefits

• 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).

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Broadcasting and Content Providers
• Education Level: No Education Listed