Manager, Client Tech Services

Job Overview

The Manager, Client Technology Services leads day-to-day Product Operations for Client Technology Management (CTM). This role is accountable for delivering on portfolio objectives, enabling operational excellence across technology products and services, and fostering an inclusive, high-performing team environment.

Responsibilities

• Set and execute the strategic direction for Product Operations to optimize efficiency, scalability, and client experience
• Lead, coach, and develop a team of 10+ employees, including performance management, career development, and engagement initiatives
• Oversee escalation management and ensure timely resolution of complex client, operational, or technology issues
• Manage a dedicated POD responsible for ClientWorks user onboarding and offboarding, ensuring accurate access provisioning and adherence to compliance requirements
• Drive continuous improvement through process optimization, standardization, and use of data-driven insights
• Partner cross-functionally with technology, compliance, and business teams to align priorities and deliver outcomes
• Establish and monitor controls to proactively identify, assess, and mitigate risks across product operations
• Promote an inclusive team culture that values diverse perspectives and encourages collaboration and innovation

Requirements

• 3+ years of people leadership experience managing teams of 10 or more
• 2+ years of experience using Excel for analysis, reporting, or operational tracking
• 1+ year of experience in strategy, operations, or a related function
• 3+ years experience and ability to lead teams in fast-paced, collaborative environments while delivering consistent results

Core Competencies

• Ability to plan and execute both short- and long-term objectives while considering team capabilities, available resources, and market dynamics
• Effective prioritization and delegation skills, with the ability to manage multiple initiatives simultaneously
• Clear and thoughtful communication skills, including active listening and the ability to influence stakeholders
• Analytical mindset with the ability to translate data into actionable insights that inform decisions and improve operations
• Leadership capability to identify, assess, and mitigate risks while aligning with business, regulatory, and client-impact priorities

Preferences

• 5+ years of experience in financial services