Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking to hire a Client Delivery AVP to join the Annuities Platform team. This role provides operational, portfolio, and people leadership across the Carrier/Distributor client portfolio. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Project Management Professional (PMP) certification preferred
- 7+ years of project management or delivery leadership experience implementing Software/SaaS solutions in financial services or insurance
- Demonstrated experience managing a client portfolio, portfolio financial performance, and multiple teams concurrently
- Experience managing the performance of Project Coordinators/Managers, Business Analysts, and cross-functional delivery teams
- Proven success leading SaaS projects and programs on time, within scope, and within budget
- Experience leading, motivating, and managing teams of varying sizes, including internal and external resources
More about this role
iCapital is looking to hire a Client Delivery AVP to join the Annuities Platform team. This role provides operational, portfolio, and people leadership across the Carrier/Distributor client portfolio.
The role is accountable for successful and on-time delivery of SaaS implementations, enhancements, and ongoing client initiatives, including project governance, portfolio financial performance, resource management, client escalations, and transition to ongoing support. The role leads Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources, and serves as a key connection point among Client Success, Solutions Engineering, Product, Engineering, Operations, Finance, Sales, and Support.
- Lead a portfolio of Carrier/Distributor client implementations, enhancements, and strategic initiatives, ensuring successful delivery, client satisfaction, and business outcomes.
- Serve as the primary delivery leader for assigned clients, building trusted relationships and aligning delivery efforts with client goals and strategic objectives.
- Provide oversight of project governance, timelines, scope, milestones, risks, dependencies, resource allocation, quality,...
Browse similar: Startup jobs