Client Delivery, Addepar, Team Lead - Assistant Vice President

Client Delivery, Addepar, Team Lead - Assistant Vice President iCapital 4.5 ( ) Stamford, CT on company site for later Why you should apply for a job to i

Capital :

4.5/5 in overall job satisfaction 4.7/5 in supportive management 96% say women are treated fairly and equally to men 100% would recommend this company to other women 70% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews # 8372748002 Position summary nd 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. Work 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. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Qualifications 7+ Years of experience in a related field 3+ Years of experience with Addepar Required Experience managing a team: providing feedback, coaching their development, escalating employee issues Experience with RIA/Wealth Management Policies, Procedures and Client Service Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity Excellent customer relation skills and the ability to foster and maintain effective client relationships Strong understanding 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 Benefits The base salary range for this role is $85,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. For additional information on iCapital, please visit

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iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Why you should apply for a job to i

Capital :

4.5/5 in overall job satisfaction 4.7/5 in supportive management 96% say women are treated fairly and equally to men 100% would recommend this company to other women 70% say the CEO supports gender diversity Ratings are based on anonymous reviews by Fairygodboss members. See all reviews