Client Delivery, Team Lead - Assistant Vice President
About The Position
The Client Delivery, Team Lead oversees a team of client-facing reporting analysts and associates. The role coaches the team through complex client issues, oversees special projects, and ensures consistent delivery of high-quality service. It requires comfort working in a dynamic, performance-driven, fast-paced environment and the ability to manage and develop talent in wealth management products and technology applications. The team lead works with Senior Management to prioritize work and ensure projects meet deadlines and specifications. The role also involves financial reporting and data aggregation, client relationship development and support, software maintenance and configuration, and establishing operational effectiveness through policies, procedures, and controls.
Requirements
- 7 or more years of experience in a related field.
- Experience managing a team, including providing feedback, coaching development, and 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 relations skills and the ability to foster and maintain effective client relationships.
- Strong understanding of financial instruments.
- Ability 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.
- High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities.
- Comfort with technology, software tools, and applications, and the ability to learn new software quickly.
- Strong MS Excel and PowerPoint skills, knowledge of database concepts, and knowledge of any type of programming.
Responsibilities
- Lead a team and work with Senior Management to prioritize individual and shared work, ensuring projects are completed on time and to detailed specifications.
- Analyze and explain portfolio performance results.
- Conduct account-level reconciliations, including researching and resolving breaks, cancels, and corrects.
- Analyze private equity and hedge fund statements for system input.
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships through onboarding, account setup and training, day-to-day support, and issue management.
- Maintain software through system configuration, new client setup, financial account and asset setup and classification, and data feed management.
- Create custom reports for client-specific needs and liaise with vendor partners on enhancements and system and data issues.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
- Coach team members through complex client issues and oversee special projects.
Benefits
- Equity for all full-time employees.
- Annual performance bonus.
- Employer-matched retirement plan.
- Subsidized healthcare.
- 100% employer-paid dental and vision coverage.
- Telemedicine.
- Virtual mental health counseling.
- Parental leave.
- Unlimited paid time off (PTO).
- Hybrid work arrangement: office Monday through Thursday, with remote work flexibility on Friday.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
