Manager, Client Reporting Service Delivery

This role ensures reporting deliverables are onboarded and delivered accurately, on time, within a strong control environment, and in alignment with client expectations, internal standards, and operational risk requirements. We operate in a hybrid working model, requiring in-office presence 4 days per week.

Responsibilities

• Lead and develop a high-performing team responsible for intake management, quality control, and service delivery coordination.
• Foster a culture of accountability, collaboration, and high-quality execution.
• Oversee review of high-risk, customized, or complex client reports prior to distribution.
• Ensure reporting outputs comply with client requirements, internal policies, governance standards, and audit expectations.
• Establish and maintain quality review procedures, validation controls, checklists, and approval standards across recurring and ad hoc reporting.
• Serve as the central intake lead for institutional reporting requests, inquiries, changes, and escalations.
• Manage request triage, prioritization, assignment, and workflow to ensure timely and effective execution.
• Oversee service queues, reporting calendars, SLAs, capacity planning, and workload balancing across the team.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 7+ years of experience in institutional client reporting, investment operations, performance reporting, asset management operations, or a related financial services function.
• 3+ years of people management, team leadership, or functional oversight experience.
• Strong understanding of institutional client reporting, investment data, performance reporting, holdings reporting, benchmark reporting, and client deliverables.
• Demonstrated experience managing quality control, service intake, workflow management, governance, or operational controls.
• Proven ability to manage escalations, influence stakeholders, and drive outcomes across cross-functional teams.
• Strong attention to detail, service excellence, communication skills, and risk awareness.
• Ability to remain in a stationary position for prolonged periods and operate computer programs and software.
• Effective communication with audiences in person and in electronic formats.
• Ability to work collaboratively in close quarters with peers and varying interruptions.
• Legally authorized to work in the United States without sponsorship now or in the future.

Preferred Qualifications

• Experience with workflow tools, data management, or process improvement.

Pay

Base Pay Range: $125,000 - $140,000. Actual base salary may vary based on relevant experience, time in role, internal peer comparisons, prior performance, business sector, and geographic location. The compensation package may also include participation in an incentive program linked to performance, such as annual discretionary bonus programs or other incentive plans.

Schedule

Hybrid working model, requiring in-office presence 4 days per week.

Location

Milwaukee, WI, or Charlotte, NC.