iCapital · 13 hours ago
Client Delivery, Team Lead - Vice President
Stamford, Connecticut, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $170K/yr
10+ years expiCapital 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, ensuring high quality service to clients while managing complex client issues and special projects.
Asset ManagementBankingFinancial ServicesFinTech
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
Qualification
Required
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
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase