Client Delivery, Team Lead - Assistant Vice President

Responsibilities

• Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
• Financial reporting and data aggregation tools:
• Analyze and explain portfolio performance results.
• Conduct account level reconciliation, including research and resolution of all 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, client account setup and training, day-to-day support, and issue management.
• Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues.
• Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications

• 7+ Years of experience in a related field
• Experience managing a team: providing feedback, coaching their development, 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 the ability to foster and maintain effective client relationships
• Strong understanding of financial instruments
• Able 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
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues and best practices
• Able to think critically through complex performance management reporting issues