# Client Delivery, Team Lead - Assistant Vice President

**Company**: iCapital
**Location**: Stamford, Connecticut
**Work arrangement**: hybrid
**Experience**: senior
**Job type**: full-time
**Salary**: $95,000 to $135,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8372721002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_baa1fd55-3da

## Description

This role oversees a team of client-facing reporting analysts and associates, ensuring they deliver high-quality service to clients. The ideal candidate must be comfortable working in a dynamic, performance-driven environment.

Responsibilities:

- Lead a team and work with Senior Management to prioritize individual and communal work

- Analyze and explain portfolio performance results

- Conduct account level reconciliation, including research and resolution of breaks, cancels, and corrects

- Analyze private equity and hedge fund statements for input into system

- Work with clients and partners to resolve data issues

- Develop and strengthen client relationships through client on-boarding, account setup and training, and issue management

- Maintain software maintenance and setup through system configuration, new client setup, and financial account and asset set-up and classification

- Establish operational effectiveness through policies, procedures, and controls

Qualifications:

- 7+ years of experience in a related field

- Experience managing a team, providing feedback, coaching development, and escalating employee issues

- Experience with RIA/Wealth Management Policies, Procedures, and Client Service

- Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity

- Excellent customer relation skills and ability to foster client relationships

- Strong understanding of financial instruments

- Ability to think critically through complex performance management reporting issues

- Well-organized and self-motivated with attention to detail and accuracy

- Comfortable with technology, software tools, and applications

Benefits:

- Base salary range: $95,000 to $135,000

- Compensation package includes salary, equity, and annual performance bonus

- Comprehensive benefits package with employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO

- Flexible work arrangement: Monday-Thursday in-office, Friday remote

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## Skills

### Required
- MS Excel
- PowerPoint
- database concepts
- financial instruments
- performance management reporting
- client relationship management

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8372721002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)