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).