Manager, Americas Client Service Operations
Core
Strategic leader overseeing client service operations for Americas Institutional and Wealth business lines, ensuring operational excellence and scalability.
Role type
Manager, Client Service Operations
Builds
Global client servicing model and operational support solutions for institutional and wealth clients
Domain
Asset Management / Investment Operations
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure
Required skills
Team leadership, transformation management, process improvement, vendor management, SLA/KPI monitoring, budget management, stakeholder communication
Preferred skills
Change management, cross-functional collaboration, data analysis
Technologies
N/A
Responsibilities
Lead and manage the US CSO team for daily operational support and issue resolution; Partner with regional leaders to build a consistent global client servicing model; Drive transformation initiatives aligned with strategic roadmap; Establish and monitor SLAs and KPIs; Develop scalable processes to enhance client experience; Analyze client feedback to inform improvements; Mentor and develop high-performing teams; Manage budgets and third-party provider relationships; Serve as senior escalation point for high-impact client concerns
Seniority
Manager, hands-on leadership
