Client Delivery Specialist - Assistant Vice President

This role will oversee a team of client-facing reporting analysts and associates, coaching them through complex client issues and ensuring they deliver high-quality service to clients. The ideal candidate must be comfortable working in a dynamic, performance-driven environment with in-depth knowledge of wealth management products and technology applications.

Requirements

• 7+ Years of experience in a related field
• Experience managing a team: providing feedback, coaching their development, 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 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
• Highly attentive 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

• Employer matched retirement plan
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
• Parental leave
• Unlimited paid time off (PTO)