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3 дня назад

Client Delivery Team Lead (Fintech)

140 000 - 170 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
lead/director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR

Client Delivery Team Lead (Fintech): Overseeing the delivery function for a segment of clients, mentoring team leads and ensuring adherence to SOPs. Focus on strengthening client relationships, identifying gaps in the offering, and establishing operational effectiveness.

Location: Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Salary: $140,000 to $170,000

Company

hirify.global is a company focused on transforming how alternative investments are bought and sold through technology, service, and education.

What you will do

  • Oversee the delivery function for a segment of clients.
  • Mentor and coach a pod of team leads, prioritizing individual and communal work.
  • 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.
  • Participate in performance review processes bi-annually on behalf of their teams.

Requirements

  • 10+ 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.
  • Strong understanding of financial instruments.
  • 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.

Culture & Benefits

  • hirify.global offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
  • 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.
  • Unlimited paid time off (PTO).

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