Manager, Client Reporting Service Delivery
$125,000–$140,000 year
HybridCharlotte, North Carolina, United States or Milwaukee, Wisconsin, United States
Job Summary
Lead a high-performing team managing intake, quality control, and service delivery for client reporting deliverables. Oversee review of high-risk, customized, or complex reports prior to distribution and ensure outputs comply with client requirements, internal policies, and audit expectations. Establish quality review procedures, validation controls, and approval standards across recurring and ad hoc reporting. Serve as the central intake lead for institutional reporting requests, inquiries, changes, and escalations, managing triage, prioritization, assignment, and workflow. Oversee service queues, reporting calendars, SLAs, capacity planning, and workload balancing. Foster a culture of accountability, collaboration, and high-quality execution. Work in-office 4 days per week in a hybrid model.
Required Qualifications
- Bachelor's degree in Finance, Business, Economics, or a related field
- 7+ years of experience in institutional client reporting, investment operations, performance reporting, asset management operations, or a related financial services function
- 3+ years of people management, team leadership, or functional oversight experience
- Strong understanding of institutional client reporting, investment data, performance reporting, holdings reporting, benchmark reporting, and client deliverables
- Demonstrated experience managing quality control, service intake, workflow management, governance, or operational controls
- Proven ability to manage escalations, influence stakeholders, and drive outcomes across cross-functional teams
- Strong attention to detail, service excellence, communication skills, and risk awareness
- Remain in stationary position for prolonged periods of time
- Operate computer programs and software
- Ability to communicate effectively with audiences in person and in electronic formats
- Day-to-day contact with others (co-workers and/or public)
- Ability to work in a collaborative business environment in close quarters with peers and varying interruptions
- Work in-office 4 days per week
- Location(s): Milwaukee, WI, or Charlotte, NC
- Applicants must be legally authorized to work in The United States without sponsorship now or in the future
Desired Qualifications
- Experience with workflow tools, data management, or process improvement
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