Vice President, Client Operations - CLO/Structured Debt

Responsibilities

• Lead support for major external clients by resolving complex operational and technical issues, ensuring requests are executed, and directing clients to appropriate resources
• Apply advanced problem-solving skills, judgment, and experience to analyze complex information and deliver high-quality service to a specialized client base, resolving the most complex or non-routine inquiries
• Leverage in-depth knowledge of the products and services across lines of business and geographies to proactively identify client needs, contribute to business development efforts, and propose expanded offerings for front-office consideration
• Participate in and lead internal initiatives to improve the client experience, develop process improvements based on client service best practices, and support multiple complex client accounts

Requirements

• Bachelor’s degree in business, Finance, or a related field
• Advanced degree or professional certification preferred
• Typically, 7‑12 years of experience
• Relevant client service/operations experience in financial services preferred
• Corporate Trust and CLO/CDO backgrounds preferred
• SOLVAS experience preferred

Skills

• Analytical and problem‑solving skills with proficiency in finance/accounting, compliance/reporting, and reconciliation; ability to interpret complex data and make informed decisions
• Excellent communication and interpersonal skills with the ability to build strong relationships with clients and internal teams; thorough understanding of industry regulations and standards
• Demonstrated experience leading teams and providing guidance to less experienced team members

Benefits

• Medical, dental, vision, life, disability, and other insurance plans (optional layer of financial protection)
• Employee Stock Purchase Program (ESPP)
• 401K program with company match after 12 months of tenure (contributions typically allowed within 30 days of start)
• Health Savings Account (HSA) available on the HDHP plan
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On‑demand training program
• Access to certification prep and a library of technical and leadership courses/books/seminars after 6+ months of tenure
• Certification discounts and other perks for associations including CompTIA and IIBA
• Dedicated customer service team for Consultants to address benefits and other resource questions
• Certified Career Coach available
• Full list of benefits, programs, support teams, and resources accessible via the ‘Welcome Packet’ provided by an Everforth Apex team member