Client Delivery, Team Lead
3 weeks ago
About the Role iCapital is looking to hire a Client Delivery Vice President or Senior Vice President to join the Data Solutions team. This role will oversee several team leads and their sub-teams across various office locations. The ideal candidate will be responsible for coaching teams through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best-in-class service to clients on a consistent basis. This individual will be comfortable working in a dynamic, performance-driven, fast-paced environment. The reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities Oversee the delivery function for a segment of clients. Mentor and coach a pod of team leads and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Ensure adherence to SOPs and leading best practices. Develop and strengthen client relationships, serving as the senior escalation point. Establish operational effectiveness through the development and adoption of policies, procedures, and controls. Lead the organization, identify gaps in our offering and manage cross-team solutions. Participate in performance review processes bi-annually on behalf of their teams. Qualifications 15 years of experience in a related field 10 years of experience managing a team providing feedback, coaching their development, escalating employee issues Experience with RIA and wealth management policies, procedures and client services Experience working with wirehouses and/or custodians such as pershing, schwab, or fidelity Excellent customer relation skills and the ability to foster and maintain effective client relationships Strong understanding of financial instruments Able to think critically through complex performance management reporting issues and best practices Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities Comfortable with technology, software tools and applications and ability to learn new software quickly; Strong MS Excel and PowerPoint skills and knowledge of database concepts, and any type of programming Benefits The base salary range for this role is $150,000 to $195,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes 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). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.aa415a4b-8b21-40fc-a65c-70d2b25ca29a
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Team Lead
2 weeks ago
Stamford, United States Atlas Technica LLC Full timePosition Name: Team Lead Reports to: Client Technology Manager Location/Type: Stamford, CT, Full-Time, Exempt Atlas Technica's mission is to shoulder IT management, user support, and cybersecurity for our clients, who are hedge funds and other investment firms. Founded in 2016, we have grown year over year through our uncompromising focus on service. We...
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Team Lead
2 weeks ago
Stamford, CT, United States Atlas Technica Full timePosition Name: Team Lead Reports to: Client Technology Manager Location/Type: Stamford, CT, Full-Time, Exempt Atlas Technica's mission is to shoulder IT management, user support, and cybersecurity for our clients, who are hedge funds and other investment firms. Founded in 2016, we have grown year over year through our uncompromising focus on service. We...
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Canvas Custom Indexing Team Lead
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Stamford, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
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Stamford, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
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Canvas Custom Indexing Team Lead
2 weeks ago
Stamford, CT, United States Franklin Templeton Investments Full timeA leading global asset management firm is seeking a Sr. Client Service Specialist in Stamford, Connecticut. You will lead a team focused on operational onboarding and relationship management for new accounts. The position requires extensive experience in financial services, strong leadership abilities, and effective problem-solving skills. Located in an...
