Client Delivery - Senior Vice President

iCapital • Colorado Springs, CO

1d • Hybrid

About The Position

iCapital is seeking a Senior Vice President, Client Delivery to lead a significant portion of the Broker Dealer channel within its growing Annuities Platform team. Reporting to the Managing Director and Chief Delivery Officer, this role is responsible for successful client implementations, delivery excellence, operational performance, and client satisfaction across a strategic growth area. The position oversees Client Delivery leaders and their teams supporting onboarding, implementation, and ongoing delivery for broker-dealers, wirehouses, banks, RIAs, insurance carriers, and other financial institutions.

Requirements

• 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 and drive accountability and performance across organizations.
• Strong executive presence and experience managing senior client relationships, executive stakeholders, steering committees, and governance forums.
• Exceptional communication and presentation skills, including 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 in complex, fast-paced environments.
• Strong operational, financial, organizational, forecasting, and resource management capabilities.
• Experience within annuities, insurance, wealth management, broker-dealers, wirehouses, fintech, or broader financial services organizations.
• Strong understanding of the annuity distribution ecosystem, financial institution operating models, and client implementation lifecycles.
• Experience working with broker-dealers, insurance carriers, banks, RIAs, wealth management firms, or enterprise financial institutions.

Nice To Haves

• Experience with FireLight or similar annuity, insurance, point-of-sale, e-application, new business, or distribution technology platforms.

Responsibilities

• Lead and develop Client Delivery leaders and teams responsible for implementations, onboarding programs, and ongoing client delivery, fostering accountability, ownership, execution excellence, and client focus.
• Own delivery performance across strategic client relationships, implementations, and programs, ensuring milestones, commitments, client expectations, and business objectives are achieved.
• Establish governance frameworks, operating rhythms, performance management practices, and executive reporting processes to improve execution, scalability, and organizational effectiveness.
• Serve as 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 discussions; deliver executive communications, presentations, status updates, and recovery plans.
• Act as the senior escalation point for complex client situations, implementation challenges, and delivery issues, engaging directly when leadership involvement is required.
• Identify risks, diagnose root causes, and drive practical cross-team solutions to address issues proactively before they affect client outcomes.
• Direct project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges while maintaining stakeholder confidence and alignment.
• Partner with Product, Technology, Operations, Sales, Account Management, and Support to align priorities, resources, and execution plans for 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.
• Improve implementation methodologies, delivery processes, governance standards, and the overall client experience to support growth and scalability.

Benefits

• Salary, equity for all full-time employees, and an annual performance bonus.
• Employer-matched retirement plan.
• Generously subsidized healthcare, including 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).
• Hybrid schedule: in-office Monday through Thursday, with the flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed