Client Delivery - Assistant Vice President

The role

This role provides operational, portfolio, and people leadership across the Carrier/Distributor client portfolio. The person will lead SaaS implementations, enhancements, and ongoing client initiatives.

What you will do

• Lead a portfolio of Carrier/Distributor client implementations, enhancements, and strategic initiatives.
• Serve as the primary delivery leader for assigned clients.
• 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.
• Manage portfolio capacity planning and resource utilization.
• Drive project and portfolio health by 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.
• Serve as a senior escalation point for complex client and cross-functional delivery issues.
• Partner with Product, Engineering, Solutions Engineering, Operations, Finance, Sales, Support, and Client Success teams.

Required qualifications

• 7+ years of project management or delivery leadership experience implementing Software/SaaS solutions in financial services or insurance.
• Demonstrated experience managing a client portfolio, portfolio financial performance, and multiple teams concurrently.
• Experience managing the performance of Project Coordinators/Managers, Business Analysts, and cross-functional delivery teams.
• Proven success leading SaaS projects and programs on time, within scope, and within budget.
• Experience leading, motivating, and managing teams of varying sizes, including internal and external resources.
• Experience in financial services/financial software applications is required.
• Excellent leadership, written, verbal, presentation, and interpersonal communication skills.
• Strong analytical, organizational, problem-solving, team building, and change leadership capabilities.
• Ability to work independently and collaboratively while adapting to shifting priorities, demands, and timelines.
• Proficiency with Microsoft Teams, Word, Excel, PowerPoint, and Outlook.
• Experience with JIRA is required.

Nice to have

• Project Management Professional (PMP) certification preferred.
• Insurance experience in Life, Annuity, Property & Casualty applications is strongly preferred.
• Cantata is a plus.

Benefits

• Salary
• Equity for all full-time employees
• Annual performance bonus
• Employer matched retirement plan
• Subsidized healthcare
• 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)

About the company

iCapital is looking to hire a Client Delivery AVP to join the Annuities Platform team.