TL;DR

Client Delivery Team Lead (Wealth Management): Oversee and mentor multiple team leads and their teams to deliver high-quality client service in wealth management. With an accent on managing complex client issues, operational effectiveness, and cross-team solutions. Focus on coaching leadership, ensuring adherence to best practices, and strengthening client relationships.

Location: Salt Lake City, Utah, United States with hybrid work schedule (office Monday-Thursday, remote Friday)

Company

%hirify_global% is a fintech company specializing in wealth management solutions and client service technology.

What you will do

Oversee delivery function for a client segment and multiple team leads.
Mentor and coach team leads, prioritize projects with senior management.
Ensure adherence to SOPs and best practices.
Develop and maintain strong client relationships as senior escalation point.
Establish operational effectiveness through policies, procedures, and controls.
Identify gaps and manage cross-team solutions.

Requirements

Location: Must be able to work in Salt Lake City, Utah with hybrid schedule
15+ years experience in related field and 10+ years managing teams.
Experience with RIA, wealth management policies, and client services.
Knowledge of wirehouses and custodians such as Pershing, Schwab, or Fidelity.
Strong customer relations and financial instruments understanding.
Comfortable with technology, MS Excel, PowerPoint, and database concepts.

Culture & Benefits

Compensation includes salary, equity, and annual performance bonus.
Comprehensive benefits with employer-matched retirement plan and fully paid dental, vision, telemedicine, and mental health counseling.
Parental leave and unlimited paid time off.
Hybrid work environment with office presence Monday-Thursday and remote Fridays.