Manager, Client Compensation
Core
Leading a team of 10-12 to support financial advisors with commission calculations, file processing, and operational accuracy.
Role type
Manager, Client Compensation Operations
Builds
Timely and accurate commission payouts and operational workflows for financial advisors
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Team leadership and development, Coaching and mentoring, Process improvement, Cross-functional collaboration, Data analysis, Risk management
Preferred skills
Phone customer service team management, Advanced Excel (pivot tables, vlookups), Tableau reporting, PowerPoint presentation, Workforce management
Technologies
Excel, Tableau, PowerPoint
Responsibilities
Constructing and maintaining individual career development goals, Providing real-time coaching sessions to staff, Leading meetings to map out department operational accuracy plans, Assisting in modifying advisor-facing performance metrics, Providing strategic insight for evolving commission payout processes, Proactively reviewing audit controls to mitigate risk
Seniority
Manager, hands-on IC with team leadership