Operations Delivery Lead
Core
Lead daily delivery and operational improvements for the Client Servicing division, acting as a subject matter expert on regulatory and accounting topics while managing client relationships and team resources.
Role type
Senior Operations Delivery Lead
Builds
Operational efficiency and client success within the Client Servicing division
Domain
Financial Services / Accounting & Compliance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Clearwater system expertise, Accounting/Compliance/Risk domain knowledge, process improvement, mentorship, Microsoft Office proficiency, data trend analysis
Preferred skills
ACCA/CA/ACA qualification
Technologies
Clearwater, Microsoft Office
Responsibilities
Manage and prioritize team queues and client requests; monitor operational performance metrics (efficiency, accuracy, timeliness); identify inefficiencies and drive process automation; mentor team members on internal systems and processes; own complex client queries and project work; collaborate directly with clients to build relationships.
Seniority
Senior, hands-on IC