Client Delivery, Team Lead - Assistant Vice President
Intelligentsia Capital · Stamford, CT · 2 days ago
$85k–$125k/yrFull-time
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.
- 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.
- 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.
- Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming.