Client Delivery, Addepar or Black Diamond Team Lead - Assistant Vice President - Full Time - Hybrid About the Role
We’re partnering with our client, a fast-growing fintech firm, on a Client Delivery, Team Lead Assistant Vice President who specializes in Addepar or Black Diamond. This role will oversee a team of client-facing reporting analysts and associates, coaching them through complex client issues, overseeing special projects and ensuring the team consistently delivers best-in-class service. The ideal candidate is comfortable in a dynamic, performance-driven, fast-paced environment, with deep knowledge of wealth management products and technology applications and the ability to develop talent in these areas.
Responsibilities
- Lead a team and partner with senior management to prioritize individual and shared workloads, ensuring all projects are completed on time and to specification
- Oversee financial reporting and data aggregation activities, including analyzing and explaining portfolio performance results
- Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
- Analyze private equity and hedge fund statements for input into the reporting system
- Partner with clients and internal teams to resolve data issues
- Develop and strengthen client relationships through onboarding, account setup, training, day-to-day support, and issue management
- Maintain software configuration, new client setup, financial account/asset classification, and data feed management
- Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
- Establish operational effectiveness through development and adoption of policies, procedures, and controls
Qualifications
- 7+ years of experience in a related field
- 3+ years of hands-on experience with Addepar or Black Diamond required
- Experience managing a team; providing feedback, coaching development, and 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 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
- 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 responsibilities
- 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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