Client Delivery, Team Lead - Vice President/Senior Vice President
Company: iCapital
Location: Salt Lake City
Posted on: December 31, 2025
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Job Description:
About the Role iCapital is looking to hire a Client Delivery
Vice President or Senior Vice President to join the Data Solutions
team. This role will oversee several team leads and their sub-teams
across various office locations. The ideal candidate will be
responsible for coaching teams through complex client issues,
overseeing special projects, and ensuring that team members can
deliver high quality, best-in-class service to clients on a
consistent basis. This individual will be comfortable working in a
dynamic, performance-driven, fast-paced environment. The reporting
teams have in-depth knowledge of wealth management products and
technology applications, so understanding how to manage and develop
talent in these areas will be critical. Responsibilities Oversee
the delivery function for a segment of clients. Mentor and coach a
pod of team leads and work with Senior Management to prioritize
individual and communal work to ensure all projects are completed
on time and to detailed specifications. Ensure adherence to SOPs
and leading best practices. Develop and strengthen client
relationships, serving as the senior escalation point. Establish
operational effectiveness through the development and adoption of
policies, procedures, and controls. Lead the organization, identify
gaps in our offering and manage cross-team solutions. Participate
in performance review processes bi-annually on behalf of their
teams. Qualifications 15 years of experience in a related field 10
years of experience managing a team providing feedback, coaching
their development, escalating employee issues Experience with RIA
and wealth management policies, procedures and client services
Experience working with wirehouses and/or custodians such as
pershing, schwab, or fidelity Excellent customer relation skills
and the ability to foster and maintain effective client
relationships Strong understanding of financial instruments Able to
think critically through complex performance management reporting
issues and best practices Well-organized and self-motivated with
the ability to prioritize tasks and meet deadlines High attention
to detail and accuracy while maintaining an organized approach to
duties and responsibilities Comfortable with technology, software
tools and applications and ability to learn new software quickly;
Strong MS Excel and PowerPoint skills and knowledge of database
concepts, and any type of programming Benefits The base salary
range for this role is $150,000 to $195,000. 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). We believe the best ideas and innovation happen when we
are together. Employees in this role will work in the office
Monday-Thursday, with the flexibility to work remotely on
Friday.
Keywords: iCapital, Layton , Client Delivery, Team Lead - Vice President/Senior Vice President, Accounting, Auditing , Salt Lake City, Utah
