Client Delivery, Team Lead - Assistant Vice President (Wealth Management)

TL;DR

Client Delivery, Team Lead - Assistant Vice President (Wealth Management): Oversee a team of client-facing reporting analysts and associates, coaching through complex client issues and special projects. Focus on financial reporting, data reconciliation, client relationship development, and establishing operational effectiveness through policies and procedures.

Location: Salt Lake City, Utah, United States. Hybrid: office Monday-Thursday, remote Friday.

Salary: $85,000 to $125,000 base + equity + annual performance bonus.

Company

Provider of wealth management products and technology applications.

What you will do

• Lead team and collaborate with senior management to prioritize work and ensure timely project completion.
• Analyze portfolio performance, conduct account reconciliations, and resolve data issues with clients and partners.
• Process private equity and hedge fund statements for system input.
• Develop client relationships through onboarding, training, support, and issue resolution.
• Manage software configuration, custom reports, data feeds, and vendor liaisons for enhancements.
• Develop policies, procedures, and controls for operational effectiveness.

Requirements

• 7+ years experience in related field
• Experience managing teams: feedback, coaching, escalation
• Experience with RIA/Wealth Management policies, procedures, and client service
• Experience with wirehouses/custodians like Pershing, Schwab, or Fidelity
• Strong customer relations and financial instruments knowledge
• Critical thinking for complex reporting issues; organized, detail-oriented
• Comfortable with technology; strong Excel, PowerPoint; database and programming knowledge

Culture & Benefits

• Dynamic, performance-driven, fast-paced environment.
• Comprehensive benefits: employer-matched retirement, subsidized healthcare (100% employer-paid dental/vision/telemedicine/mental health), parental leave, unlimited PTO.
• Equity for full-time employees.
• Office collaboration Monday-Thursday, remote Friday.