Portfolio Management Business Support and Client Care Team Lead (Asset Management)

Location: In office at 400 Park Avenue, New York, New York, United States

Salary: $95,729–$152,861 per year, plus eligibility for bonus and/or commissions.

Company

RBC Rochdale, a wholly owned subsidiary of hirify.global, provides investment research, portfolio management, macroeconomic outlook, and strategic asset allocation for financial advisors and high-net-worth clients.

What you will do

• Coordinate daily client care for portfolio managers, financial advisors, and clients.
• Manage the Client Care team across portfolio management teams, including hiring, performance reviews, development, and goal setting.
• Support meetings, client materials, travel planning, expense reporting, and other portfolio management activities.
• Partner with portfolio management leadership and Operations teams to maintain high-quality end-to-end service standards.
• Coordinate projects involving process enhancements, system changes, and policy or procedure updates.
• Identify best practices and implement procedures that improve performance, service quality, and operational efficiency.

Requirements

• Bachelor's degree or equivalent.
• Five years of experience in the financial industry, preferably asset management.
• Five years of experience using Microsoft Office.
• Three years of management experience.
• Strong organizational, analytical, planning, communication, and business skills.
• Ability to work in the New York office.

Culture & Benefits

• Medical, dental, and vision coverage available from the first month following the start date.
• 401(k) company matching contribution.
• Tuition reimbursement and internal upskilling and training resources.
• Vacation, sick, and volunteer time benefits.
• Health and family planning programs, including fertility and specialized health support.
• Career mobility support and colleague resource groups.