Client Delivery Team Lead (Fintech)

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).