# Client Delivery - 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/8566944002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_cf9807a9-e41

## Description

iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team.

This role will serve as a senior individual contributor responsible for managing complex client relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients.

The ideal candidate will partner with internal and external stakeholders to resolve complex data and reporting challenges, drive operational improvements, and support strategic client objectives.

**Responsibilities**

- Analyze and explain portfolio performance results.

- Conduct account level reconciliation, including research and resolution of all 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 onboarding, account setup and training, and day-to-day support and issue management.

- Set up and configure systems, manage data feeds, and create custom reports based on client-specific needs.

- Liaise with vendor partners for enhancements, system and data issues.

**Qualifications**

- 7+ years of experience in a related field.

- Bachelor's degree from a rigorous undergraduate program.

- Excellent customer relation skills and ability to foster and maintain effective relationships.

- Strong understanding of financial instruments.

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

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

- Proactively assess and act upon client and company needs.

- Organized and self-motivated with the ability to prioritize tasks and meet deadlines.

- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities.

- Comfortable with technology, software tools & applications.

**Benefits**

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

- Comprehensive benefits package including employer matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).

- Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

## Skills

### Required
- financial reporting
- data aggregation
- client relationship management
- system setup and configuration
- data feed management
- custom report creation

### Nice to have
- Addepar
- Black Diamond
- Axys
- APX
- Orion
- Archway
- Solovis
- Masttro
- eMoney
- MoneyGuidePro
- MS Excel
- PowerPoint
- Photoshop
- HTML design

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8566944002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)