Exceptional and decisive leadership, strategic vision, integrative problem solving, influencing, and advanced communication skills are critical for role success. A “client first” work ethic and the desire to build win-win partnerships with multiple business stakeholders, while adapting to and leading change in a fast paced, dynamic environment are default essentials for this role. The ideal candidate will have:
- A strong and articulatable service-first philosophy
- A track record of building and managing service organizations
- Expertise in the investment process and support workflow of investment delivery.
Responsibilities:
- Foster a service-first service culture by promoting your service ideology. Ensure that your service philosophy is woven through team and all client interactions.
- Working in conjunction with the Adhesion’s leadership team and other internal partners, introduce and deliver on the Client Service strategy, ensuring that the client experience is high quality, high touch and increasingly focused on delivering a seamless and integrated client experience
- Oversee the strategy and approach to managing daily work volumes and transactions, focusing on accuracy, timeliness and compliance with regulatory requirements, company policies and internal controls; transaction approval at specific escalation thresholds
- Ensure that robust metrics and reporting are available to measure service quality and the strength of our control environment; hold all members of the practice accountable for reaching established measurement objectives
Qualifications and Requirements:
- 7-10 years of experience managing service and support organizations or equivalent management experience at a senior leadership level
- Strong leadership and management skills; ability to lead significant change efforts and articulate strategy across multiple teams.
- Deliver Client Service vision with enthusiasm and commitment to build well-defined strategies and pursue long-term goals with energy and tenacity
- Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
- Solid comprehension or ability to quickly learn the firm’s range of solutions as each applies to specific advisor type. Solutions include: SMAs, UMAs, Tax Management, Overlay Services, Tax Transition, various partnerships as well as general consulting services.
- Excellent judgment and decision-making skills
- Excellent oral and written communication skills
- Must understand the strategic impact of the policies and procedures related to these solutions , and how to integrate changes into existing infrastructure
- Strong interpersonal skills; ability to quickly build strong relationships with other senior managers, members of the integrated team and other internal partners
- Ability to adapt to and lead in a rapidly changing business and technology environment
- Disciplined approach to mentoring, managing metrics and reporting
- Strong comprehension of how data and information flow through the firm’s systems and an in-depth understanding of support roles and inter-dependencies
- Strong project management skills; must be able to engage all participants and meet deadlines/deliverables
Company Overview:
Adhesion, a Vestmark subsidiary – is a $4.5bil Unified Managed Account Platform designed for Registered Investment Advisors who are looking to bring their clients – and their businesses – to the next level. We passionately believe in the RIA community, the fiduciary model and doing whatever it takes to raise the bar in the delivery of conflict-free, fee-based investment advice to consumers. We have dedicated ourselves exclusively to this cause for nearly two decades.
Find one job in US 