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Salary: USD 90,000 - 120,000 / annual
iCapital seeks a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team as a senior individual contributor. This role combines finance, technology, and client delivery, managing complex client relationships and leading high-impact initiatives across a portfolio of wealth management clients.
Key responsibilities include financial reporting and data aggregation: analyzing and explaining portfolio performance, conducting account-level reconciliation, analyzing private equity and hedge fund statements, and resolving data issues with clients and partners. You will develop and strengthen client relationships through onboarding, account setup, training, and day-to-day support. Software maintenance and setup duties include system configuration, new client setup, financial account classification, data feed management, and creating custom reports. You will liaise with vendor partners on enhancements and system issues, work collaboratively to prioritize projects, and establish operational effectiveness through policy and procedure development.
Required qualifications: 7+ years in a related field, bachelor's degree, excellent customer relations skills, strong understanding of financial instruments, and experience with RIA/wealth management policies and client service. Experience with custodians (Pershing, Schwab, Fidelity) and wealth management platforms (Addepar, Black Diamond, Axys, Orion, etc.) is essential. Strong MS Excel and PowerPoint skills, knowledge of financial products (equities, bonds, ETFs, alternatives), and understanding of family offices, RIAs, and investment advisors required. Must be detail-oriented, organized, self-motivated, a critical thinker with strong problem-solving abilities, and able to thrive in a collaborative team environment while working independently.
