Katie Kelly
Scaling FinTech Platforms | Specializing in client delivery, team building & operational efficiency for growth-stage platform companies | Implementation & Onboarding Leader
- Role
- Senior Vice President, Operations and Client Delivery at iCapital
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Katie Kelly
I build post-sales organizations for growth-stage fintech companies. The operating model,…
Experience
Senior Vice President, Operations and Client Delivery
Jan 2024 — Present · Boston, MA, US
iCapital is an Alternative Investment technology platform that serves wealth managers, asset managers, banks, and financial advisors, enabling them to access complex investment products through digital workflows. Set a strategic vision for client delivery and implementation, leading operational initiatives that enable sustainable growth and enhance client outcomes.Key Highlights:Drive strategic operational initiatives that enable sustainable growth, reduce operational complexity, and improve client outcomes for enterprise-level clients. Working with Product and Engineering to design onboarding experiences, workflow configurations, and client-specific operational strategies.Built and managed dual teams of 20+ professionals across two distinct operational functions through a multi-tiered leadership structure, directly managing team managers while providing strategic oversight to people managers across both functions.Delivered 50% increase in platform volume and operational output across front-end and back-end teams without additional hiring, demonstrating ability to scale operations through systematic efficiency improvements rather than cost increases.Led client relationship rehabilitation initiatives for high-value enterprise accounts, rebuilding trust and operational partnerships through systematic issue resolution and enhanced service delivery frameworks. Experience managing regulatory-adjacent processes and data-sensitive workflows across enterprise client environments.
Skills
- Scalability
- Project Planning
- Account Management
- Real Estate Finance
- Team Leadership
- Legal
- Real Estate Due Diligence
- Cross-Functional Team Leadership
- Indexing
- Leadership
- Project Management
- Finance
- Document Imaging
- Training
- Real Estate
- Large Scale Systems
- Situational Leadership
- Microsoft Excel
- Financial Services
- Operations Management
- Python
- Strategic Planning
- Situational Awareness
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