Full-Time

Client Delivery Vice President

Annuities Platform

Updated on 8/17/2026

iCapital Network

iCapital Network

1,001-5,000 employees

Fintech platform linking advisors to alternatives

Compensation Overview

$130k - $150k/yr

+ Equity + Annual performance bonus

Colorado Springs, CO, USA

Hybrid

Four days on-site per week; remote work is available on Fridays.

Category
Business & Strategy (1)
Required Skills
Product Management
JIRA
Risk Management

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Requirements
  • 10+ years of experience in client delivery, implementation, program leadership, or professional services within SaaS, technology, financial services, or a similarly complex environment.
  • Proven success leading complex client implementations and delivery portfolios with accountability for scope, timelines, quality, client satisfaction, and business outcomes.
  • Strong executive presence with the ability to build trust with senior client stakeholders, communicate clearly, guide decision-making, and lead productive conversations around priorities and trade-offs.
  • Demonstrated ability to manage scope, establish governance, hold stakeholders accountable, and maintain delivery discipline while preserving strong client relationships.
  • Experience diagnosing complex delivery challenges, identifying root causes, and implementing practical, scalable solutions across teams and client engagements.
  • Experience partnering with product teams to translate client needs, implementation feedback, and recurring themes into actionable product insights and prioritization inputs.
  • Track record of building, improving, or enforcing delivery processes, governance models, implementation playbooks, metrics, and operating rhythms.
  • Experience leading and developing teams of project managers, business analysts, implementation consultants, or other delivery resources.
  • Strong commercial judgment, including experience managing delivery financials, margin performance, resource planning, revenue impact, and client commitments.
  • Experience with project, portfolio, and resource management tools such as Jira, Kantata, or similar platforms.
Responsibilities
  • Serve as the senior delivery leader for assigned client portfolios, building trusted relationships and ensuring delivery strategies are aligned to client business objectives.
  • Own end-to-end delivery outcomes across multiple concurrent client implementations, including timelines, quality, scope, risks, dependencies, and executive stakeholder alignment.
  • Lead and develop teams of Project Managers, Business Analysts, and delivery resources, creating clarity, accountability, and consistent execution across engagements.
  • Establish and maintain strong delivery governance, including clear decision-making forums, escalation paths, change control, scope management, and portfolio health reporting.
  • Guide clients and internal teams through delivery trade-offs, ensuring requests are assessed against scope, timeline, resourcing, commercial impact, and overall client value.
  • Identify delivery risks proactively, resolve complex issues, and drive practical solutions that protect client outcomes and support long-term scalability.
  • Own portfolio financial performance, including P&L, margin targets, revenue performance, resource planning, and risk mitigation.
  • Create executive-level visibility into portfolio health, key risks, scope decisions, dependencies, milestones, and actions required to support successful delivery.
  • Partner closely with the Product team to translate client feedback, implementation learnings, recurring pain points, and enhancement needs into clear, actionable insights.
  • Collaborate with the Sales, Support, Operations, and Product teams to improve handoffs, align expectations, resolve cross-functional dependencies, and strengthen the overall client experience.
  • Drive continuous improvement in delivery processes, playbooks, metrics, automation opportunities, and operating practices to increase consistency, efficiency, and predictability.
  • Identify opportunities to expand client value while ensuring delivery commitments, scope considerations, and commercial implications are clearly understood.

iCapital Network connects financial advisors with high-net-worth investors to access a curated selection of alternative investments, including private equity, hedge funds, and real estate. Its platform streamlines how offerings are discovered, evaluated, and invested, providing access, education, and client support in one interface. The company earns fees from the services it provides, such as platform, management, and performance-based fees based on assets on the platform. Its goal is to simplify and scale access to alternatives for wealth managers and their clients, helping with diversification and potential higher returns through a centralized, advisor-focused experience.

Company Size

1,001-5,000

Company Stage

Late Stage VC

Total Funding

$1.5B

Headquarters

New York City, New York

Founded

2013

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Simplify Jobs

Simplify's Take

What believers are saying

  • July 11, 2025 $820 million funding from T. Rowe Price and SurgoCap funds expansion.
  • March-April 2026 Aladdin Wealth and Envestnet partnerships broaden advisor distribution immediately.
  • June-July 2026 APAC expansion and TD Canada launch increase international product reach.

What critics are saying

  • Parallel Markets, AltExchange, Passthrough, and Hexure strain integration through 2027.
  • Citi Wealth migration risks service failures and advisor churn during 2026-2027 cutover.
  • A major onboarding or compliance outage would stop subscriptions and break advisor trust.

What makes iCapital Network unique

  • June 22, 2026 UMB integration extends iCapital’s blockchain-enabled alternatives network.
  • May 13, 2025 Citi Wealth deal makes iCapital operator of a global alternatives platform.
  • March 17, 2026 Hexure acquisition creates iCapital’s end-to-end annuity and insurance platform.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave

Company News

CompWorth
Jul 11th, 2025
iCapital Raises $820 Million in Landmark Funding to Accelerate Growth

On July 11, 2025, iCapital unveiled an impressive $820 million funding round led by T. Rowe Price and SurgoCap Partners, propelling the fintech to a valuation exceeding $7.5 billion.

FinSMEs
Jul 10th, 2025
iCapital Closes Over $820M Capital Raise, Valued at Over $7.5 Billion

iCapital, a NYC-based fintech company offering investment products, raised over $820M with the completion of its latest financing round, at over $7.5 Billion valuation.

iCapital
Jul 10th, 2025
iCapital® Completes Over $820 Million Capital Raise, Valuation Surpasses $7.5 Billion

iCapital is transforming global investing with innovative fintech solutions, powering scalable access to alternatives and structured investments.

TradingView
Jul 10th, 2025
iCapital raises $820M in funding

iCapital, a private-markets tech provider, has raised over $820 million, according to a report by the Wall Street Journal.

PR Newswire
May 22nd, 2025
Cambridge And Icapital® Expand Relationship To Provide Enhanced Access To Alternative Investment Vehicles, Research, And Education

Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clientsFAIRFIELD, Iowa, May 22, 2025 /PRNewswire/ -- Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.Cambridge's financial professionals can now access the full scope of iCapital's platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients."Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions," said Jeff Vivacqua, President, Growth and Development and member of Cambridge's Office of the CEO. "Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients."In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.About CambridgeCambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control