Client Delivery, Assistant Vice President – Full Time – Hybrid
Our client, a leading wealth management technology and data solutions firm in the NYC region, is seeking a Client Delivery Assistant Vice President to oversee a team of client-facing reporting analysts and associates. This leader coaches the team through complex client issues, oversees special projects and ensures team members consistently deliver best-in-class service. The ideal candidate is comfortable in a dynamic, performance-driven, fast-paced environment. The reporting teams have in-depth knowledge of wealth management products and technology applications, so the ability to manage and develop talent in these areas is critical.
Responsibilities
- Lead a team and partner with senior management to prioritize individual and shared work, ensuring all projects are completed on time and to specification
- Oversee financial reporting and data aggregation, including analyzing and explaining portfolio performance results
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrects
- Analyze private equity and hedge fund statements for input into the reporting system
- Partner with clients and vendors to resolve data issues
- Develop and strengthen client relationships through onboarding, account setup, training, day-to-day support, and issue management
- Oversee system configuration, new client setup, financial account and asset set-up and classification, and data feed management
- Create custom reports based on client-specific needs and liaise with vendor partners on 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 development, and escalating employee issues
- Hands-on experience with wealth management reporting platforms such as Addepar, Black Diamond, or similar
- Experience with RIA / wealth management policies, procedures, and client service; a background at a wealth firm, RIA, or family office is highly relevant
- Working knowledge of alternative investments and performance reporting
- Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
- Excellent client relationship skills and the ability to foster and maintain effective partnerships
- Strong understanding of financial instruments
- Ability to think critically through complex performance reporting issues and best practices
- Highly attentive to detail and accuracy
- Comfortable with technology and able to learn new software quickly; strong MS Excel and PowerPoint skills, with knowledge of database concepts and programming a plus
Compensation & Benefits
This role offers a competitive compensation package including base salary, equity for all full-time employees, and an annual performance bonus. Benefits include an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave and unlimited paid time off (PTO).
Employees in this role work in the office Monday–Thursday, with the flexibility to work remotely on Friday.
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