Client Delivery, Team Lead - Vice President (Fintech)

TL;DR

Client Delivery, Team Lead - Vice President (Fintech): Overseeing the delivery function for a segment of clients and mentoring a pod of team leads, ensuring projects are completed on time and to detailed specifications. Focus on developing and strengthening client relationships, serving as the senior escalation point 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 in the Data Solutions team.

What you will do

• Oversee the delivery function for a segment of clients.
• Mentor and coach a pod of team leads and prioritize work to ensure all projects are completed on time and to detailed specifications.
• 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
• Excellent customer relation skills and the ability to foster and maintain effective client relationships
• 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

• Employees receive a 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, and unlimited paid time off (PTO).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.