Client Delivery Specialist - Associate
iCapital · Salt Lake City, Utah, United States
Posted about 3 months ago · $75,000 to $85,000
or apply directly on iCapital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days iCapital's roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- Yes 76% of iCapital's roles list one
- Ghost-job risk at iCapital
- high 211 stale, 5 reposted of 213 open
- Hiring momentum
- 272 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.
About this role
The Client Delivery Specialist Associate role at iCapital involves setting up and maintaining financial software applications, assisting clients with issues, and working on special projects. Daily tasks include analyzing portfolio performance, conducting account reconciliations, managing client onboarding, and creating custom reports. The role requires a blend of finance and technology skills to enhance client relationships and ensure operational effectiveness.
- benefits
- 4/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 4/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.
What you need
- 3-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills
- Strong understanding of financial instruments
- Experience with RIA/Wealth management policies and client service
- Experience working with wirehouses or custodians
Nice to have
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
- Working knowledge of Photoshop, HTML design, or similar tools
- Knowledge of various financial products and indices, particularly liquid and alternative investments
- Understanding of performance reporting calculations and methodologies
What you get
- Base salary range of $70,000 to $85,000
- Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
- Comprehensive benefits package with employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Worth weighing
- No specific mention of career advancement opportunities
- Role requires a mix of finance and technology, which may not appeal to all candidates
- Base salary range provided, but no information on performance bonus structure or equity details
Summarised from iCapital's posting. Read the full original.
Listed by iCapital on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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