Head of Client Portfolio Management (CPM) Operations - Brooklyn Investment Group
About The Position
Brooklyn Investment Group is seeking a Head of Client Portfolio Management (CPM) Operations to build and scale the operational backbone supporting their client portfolio management and client service functions. This role owns the design, execution, and evolution of PM and CPM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Client Portfolio Managers, Engineers, and Client Service leadership. The Head of CPM Operations will lead high-visibility initiatives that improve accuracy, reduce risk, and enable the firm to scale efficiently as assets and client complexity grow. This role will also oversee a team of client-facing professionals.
Requirements
- 5+ years of asset management, investment banking, consulting, or financial services operations
- 2+ years of experience in the separately managed accounts (SMA) space or a closely related space
- Direct exposure to portfolio management or investment-related workflows
- Proven track record leading process improvement and cross-functional initiatives
- Strong executive communication skills and comfort partnering with senior investment professionals
Nice To Haves
- 7+ years of experience
- Experience building and/or scaling operational teams
- Background working closely with engineering or product teams
- Familiarity with operational risk frameworks and controls in an investment context
Responsibilities
- Own the end-to-end operational framework supporting client portfolio management and client servicing, including controls, exception management, and escalation protocols
- Define operating standards and service models aligned with investment processes and client expectations
- Establish controls, reporting, and governance to reduce operational risk and increase transparency
- Serve as the primary operational partner to Client Portfolio Managers on complex servicing and exception-related issues
- Oversee a team of Client Service professionals
- Project manage complex, cross-functional initiatives involving PMs, CPMs, Engineering, and Client Service
- Lead process design, documentation, and continuous improvement initiatives across PM, CPM, and Client Servicing workflows
- Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scope and deliver scalable solutions
Benefits
- Superior retirement program
- Highly competitive health, wellness and work life offerings
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
