SVP, Managed Client Services

Required Skills & Experience

10+ years of client service within Investment Operations Managed Account Solutions experience. Management experience Strong client service leadership background. Experience managing large institutional client relationships. Ability to confidently lead executive-level client discussions. Track record of operational transformation and team development.

Job Description

We are hiring three SVP-level leaders to help elevate one of our financial services customers as it continues integrating and scaling their platform. The team is transitioning from a largely operational support model to a more strategic, client-centric service organization. These leaders will serve as both operational executives and client-facing relationship leaders.

Key Responsibilities

Act as player/coaches, leading teams while remaining actively engaged with clients. Serve as executive point of contact for assigned clients. Build trusted relationships with senior client stakeholders, including C-suite executives. Oversee KPIs and overall service delivery performance. Manage business-as-usual (BAU) processing and adherence to SLAs. Lead and mentor Service Directors who manage day-to-day client relationships. Evaluate existing processes and recommend operational improvements. Provide strategic thought leadership to enhance service offerings and client experience. Manage teams ranging from approximately 5-8 direct and indirect reports.