Description
This role oversees a team of client-facing reporting analysts and associates, ensuring they deliver high-quality service to clients. The ideal candidate must be comfortable working in a dynamic, performance-driven environment.
Responsibilities:
- Lead a team and work with Senior Management to prioritize individual and communal work
- Analyze and explain portfolio performance results
- Conduct account level reconciliation, including research and resolution of 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, account setup and training, and issue management
- Maintain software maintenance and setup through system configuration, new client setup, and financial account and asset set-up and classification
- Establish operational effectiveness through policies, procedures, and controls
Qualifications:
- 7+ years of experience in a related field
- Experience managing a team, 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 relation skills and ability to foster client relationships
- Strong understanding of financial instruments
- Ability to think critically through complex performance management reporting issues
- Well-organized and self-motivated with attention to detail and accuracy
- Comfortable with technology, software tools, and applications
Benefits:
- Base salary range: $95,000 to $135,000
- Compensation package includes salary, equity, and annual performance bonus
- Comprehensive benefits package with employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and unlimited PTO
- Flexible work arrangement: Monday-Thursday in-office, Friday remote
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