# Client Delivery - Assistant Vice President

**Company**: iCapital
**Location**: Des Moines, IA
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $110,000 to $130,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8803140002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_24275deb-2e7

## Description

iCapital is looking for 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.

Responsibilities:

- 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, and delivery performance.

- Lead teams consisting of Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources to successfully deliver client implementations, enhancements, and strategic initiatives.

- Manage portfolio capacity planning and resource utilization to ensure projects are appropriately staffed and aligned to business priorities.

- Drive project and portfolio health by proactively managing risks, issues, escalations, dependencies, change requests, and stakeholder communications.

- Own portfolio financial performance, including forecasting, revenue, margin management, billing accuracy, and operational efficiency.

- Ensure accurate project reporting, portfolio visibility, and adherence to project management standards, tools, and delivery processes.

- Serve as a senior escalation point for complex client and cross-functional delivery issues, driving timely resolution and executive visibility when needed.

- Partner closely with Product, Engineering, Solutions Engineering, Operations, Finance, Sales, Support, and Client Success teams to deliver client outcomes and remove delivery obstacles.

- Promote continuous improvement through enhanced governance, reporting, change management, implementation practices, and operational processes.

Qualifications:

- 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.

- Experience in financial services/financial software applications is required.

- Insurance experience in Life, Annuity, Property & Casualty applications is strongly preferred.

- Excellent leadership, written, verbal, presentation, and interpersonal communication skills.

- Strong analytical, organizational, problem-solving, team building, and change leadership capabilities.

- Ability to work independently and collaboratively while adapting to shifting priorities, demands, and timelines.

- Proficiency with Microsoft Teams, Word, Excel, PowerPoint, and Outlook.

- Experience with JIRA is required, Cantata is a plus.

Benefits: The base salary range for this role is $110,000 to $130,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

## Skills

### Required
- Project Management Professional (PMP)
- Software/SaaS solutions
- financial services
- insurance
- Microsoft Teams
- Word
- Excel
- PowerPoint
- Outlook
- JIRA

### Nice to have
- Cantata
- Life
- Annuity
- Property & Casualty applications

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8803140002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)