Client Delivery Assistant Vice President

About the Role

iCapital is looking to hire 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. The role leads Project Coordinators, Business Analysts, Configuration Analysts, and other delivery resources, and serves as a key connection point among Client Success, Solutions Engineering, Product, Engineering, Operations, Finance, Sales, and 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