Manager- Client Comp Processing
Core
Lead a team of 10-12 processing client compensation files for financial advisors, ensuring timely and accurate commission payouts.
Role type
Manager, Client Compensation Operations
Builds
Commission payout workflows and advisor-facing performance metrics
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
Team leadership, one-on-one coaching, process improvement, cross-functional collaboration, audit control review, strategic planning
Preferred skills
Workforce management, live feedback coaching, high-pressure metric-driven environment navigation, Excel, Oracle, Salesforce, Client Works, BETA, Varicent, MS Office Suite, Tableau
Responsibilities
Construct and maintain individual career development goals, lead meetings to map department operation accuracy, oversee comprehensive training plans, assist in modifying advisor-facing performance metrics, proactively review audit controls, and drive firm-wide multi-department projects.
Seniority
Manager, hands-on leadership