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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. 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. The role will oversee Client Delivery leaders and their teams, supporting onboarding, implementation, and ongoing client delivery for various financial institutions.
Responsibilities
- Lead and develop Client Delivery leaders and their teams, 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.
- Establish governance frameworks, operating rhythms, performance management practices, and executive reporting processes.
- Serve as an executive sponsor for strategic client relationships, critical implementations, and complex delivery initiatives.
- Lead executive steering committees, governance meetings, implementation reviews, and client-facing discussions.
- Act as the senior escalation point for complex client situations, implementation challenges, and delivery issues.
- Identify risks, diagnose root causes, and drive practical solutions to proactively address issues.
- Direct project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges.
- Partner closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities, resources, and execution plans.
- 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.
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, 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.
- 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.
- Experience with FireLight or similar annuity, insurance, point-of-sale, e-application, new business, or distribution technology platforms.
Work Type
- Hybrid
Experience Level
- Senior
- 15+ years
Salary/Compensations
- $180,000 to $210,000
Benefits
- Salary, equity for all full-time employees, and an annual performance bonus.
- Comprehensive benefits package.
- 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).
About the Company
- For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us
- Twitter: @icapitalnetwork
- LinkedIn: https://www.linkedin.com/company/icapital-network-inc
- Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
Equal Opportunity
- iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer.
- We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.