Hiring: Client Delivery, Addepar, Team Lead - Assistant Vice President Company: iCapital Location: Salt Lake City, UT Job Posted Time: 2026-09-10 07:39:40 Employment Type: Full-time About the job Experience: •7+ Years of experience in a related field •3+ Years of experience with Addepar Required Required Skills: •Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. •Financial reporting and data aggregation tools: •Analyze and explain portfolio performance results. •Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. •Analyze private equity and hedge fund statements for input into system. •Interface directly with clients and partners to resolve data issues. •Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management. •Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues. Qualifications: •Excellent customer relation skills and the ability to foster and maintain effective client relationships •In-depth knowledge 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 •Highly attentive 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 Compensation: •$85,000 - $125,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!