SlipstreamJobs tracks this role from the company's public career site. Apply directly on the employer's site.
Salary: USD 180,000 - 210,000 / 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, you will drive successful client implementations, delivery excellence, operational performance, and client satisfaction across one of the firm's most strategic growth areas. You will oversee 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 while fostering a culture of accountability, ownership, and execution excellence. You will own delivery performance across a portfolio of strategic client relationships and implementations, ensuring milestones and business objectives are consistently achieved. You will establish governance frameworks, operating rhythms, and performance management practices that improve execution and scalability.
As an executive sponsor for strategic client relationships and critical implementations, you will build trusted partnerships with senior client stakeholders. You will lead executive steering committees, governance meetings, and implementation reviews while delivering executive communications and status updates. You serve as the senior escalation point for complex client situations and implementation challenges, personally engaging when additional leadership involvement is required.
You will identify risks, diagnose root causes, and drive practical solutions across teams. You will direct project recovery efforts involving timeline, scope, resource, or stakeholder challenges while maintaining confidence among key stakeholders. You will partner closely with Product, Technology, Operations, Sales, Account Management, and Support teams to align priorities and execution plans.
Additional responsibilities include translating implementation insights and client feedback into operational improvements and product recommendations, driving resource planning and forecasting, improving implementation methodologies and delivery processes, and enhancing the overall client experience to support growth and scalability.
Workplace: In-office Monday–Thursday with remote flexibility on Friday.
QUALIFICATIONS:
- 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 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 (preferred)
