Client Delivery, Team Lead - Assistant Vice President
Icapitalnetwork
Stamford, United States
Base: $85,000 to $125,000; bonus/equity: equity fo...
On-site (monday-thursday with remote flexibility on fridays)
Client-facing reporting
Wealth management products
Financial reporting and data aggregation
iCapital Network is seeking an Assistant Vice President to lead a team of client-facing reporting analysts in Stamford, CT. The ideal candidate will have extensive experience in wealth management, team management, and a strong understanding of financial instruments, and will thrive in a fast-paced, performance-driven environment
Job Summary
This role will oversee a team of client-facing reporting analysts and associates, ensuring high quality, best-in-class service to clients.
Responsibilities include analyzing portfolio performance, conducting account-level reconciliation, managing client onboarding, and maintaining software setup.
The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment and have in-depth knowledge of wealth management products and technology applications.
Matching Summary
Match Score: 85
iCapital Network is seeking an Assistant Vice President to lead a team of client-facing reporting analysts in Stamford, CT. The ideal candidate will have extensive experience in wealth management, team management, and a strong understanding of financial instruments, and will thrive in a fast-paced, performance-driven environment.
Salary
Base: $85,000 to $125,000; Bonus/Equity: equity for all full-time employees, and an annual performance bonus; Benefits: comprehensive benefits package including employer matched retirement plan, subsidized healthcare, 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited PTO