Job DescriptionOur client is seeking a Senior Client Delivery Specialist for a direct hire opportunity. This role will serve as a senior individual contributor responsible for managing complex client relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner with internal and external stakeholders to resolve complex data and reporting challenges, drive operational improvements, and support strategic client objectives.
This role combines finance, technology, and client delivery. The successful candidate will possess strong analytical and problem-solving skills, a deep understanding of wealth management technologies and reporting, and the ability to influence outcomes across teams while maintaining a client-first mindset.
Pay: $90,000 - $120,000 annually
Responsibilities: - Financial Reporting and Data Aggregation tools:
- Analyze and explain portfolio performance results.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
- Analysis of private equity and hedge fund statements for input into system
- Work with clients and partners to resolve data issue
- Develop and strengthen client relationships:
- Client onboarding
- Client account setup and training
- Day-to-day support and issue management
- Software maintenance and setup:
- System setup and configuration
- New client setup
- New financial account and asset set-up and classification
- Data feed management?
- Create custom reports based on client-specific needs
- Liaise with the vendor partners for enhancements, and system and data issues
- Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development/adoption of policies, procedures, and controls.
Qualifications: - 7+ years of experience in a related field
- Experience managing 5-10 people
- Bachelor's degree from a rigorous undergraduate program
- Excellent customer relation skills and able to foster and maintain effective relationships
- Strong understanding of financial instruments
- Experience with RIA/Wealth Management Policies, Procedures, and Client Service
- Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
- Proactively assess and act upon client and company needs
- 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 & applications:
- Able to learn new software quickly
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro or similar software
- Strong MS Excel & PowerPoint skills
- Basic knowledge of database concepts, and any type of programming
- Working knowledge of Photoshop, HTML design, and/or similar tools
- Knowledge of various financial products and indices, particularly:
- Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
- Alternative investments
- Performance reporting calculations and methodologies
- Portfolio management and rebalancing
- How Family Offices, RIAs, investment advisors work
- Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
- Collaborative and able to thrive in a team environment while working independently
- Able to learn quickly and adapt to an expanding environment
Job RequirementsHybrid
