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Salary: USD 160,000 - 190,000 / annual
iCapital is seeking a Senior Vice President of 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.
The role oversees 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.
Key responsibilities include:
- Leading and developing Client Delivery leaders and teams responsible for implementations, onboarding programs, and ongoing client delivery while fostering accountability, ownership, execution excellence, and client focus
- Owning delivery performance across a portfolio of strategic client relationships, implementations, and delivery programs, ensuring milestones, commitments, and business objectives are consistently achieved
- Establishing governance frameworks, operating rhythms, performance management practices, and executive reporting processes that improve execution, scalability, and organizational effectiveness
- Serving as an executive sponsor for strategic client relationships, critical implementations, and complex delivery initiatives, building trusted partnerships with senior client stakeholders
- Leading executive steering committees, governance meetings, implementation reviews, and client-facing discussions while delivering executive communications, presentations, and status updates
- Acting as the senior escalation point for complex client situations, implementation challenges, and delivery issues
- Identifying risks, diagnosing root causes, and driving practical solutions across teams to proactively address issues
- Directing project recovery efforts involving timeline, scope, resource, performance, or stakeholder challenges
- Partnering closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities and execution plans
- Translating implementation insights, delivery learnings, and client feedback into operational improvements and process enhancements
- Driving resource planning, forecasting, operational efficiency, invoicing oversight, capacity management, and delivery performance measurement
- Improving implementation methodologies, delivery processes, governance standards, and the overall client experience to support growth and scalability
The role works in the office Monday-Thursday, with flexibility to work remotely on Friday.
QUALIFICATIONS:
Required:
- 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
Preferred:
- 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
