Accounting, Analysis Skills, Communication Skills, Customer Conversion, Customer Experience, Customer Relations, Customer Satisfaction, Documentation, Financial Services, Leadership, Onboarding, Operational Audit, Operational Control, Performance Analysis, Performance Metrics, Problem Solving Skills, Process Development, Process Quality, Project Estimates, Project/Program Management, Risk, Risk Management, SQL (Structured Query Language), Writing Skills
Vice President, Client Implementation / Projects
We’re seeking a future team member for the role of Vice President, Client Implementation / Project to join our team. This role is located in Pittsburgh, PA (4 days in office per week).
In this role, you’ll make an impact in the following ways:
- Role onboards clients onto the Performance platform and serves as the performance lead during the conversion process. Responsible for overall success of large, complex transitions/conversions, ensuring client satisfaction through the monitoring of performance return accuracy, operating model efficiency as well as the direct client experience. Provides consultative support of complex situations for internal and external clients.
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- Provides leadership and recommendations for strategic solutions, issue resolution and training to assist with documentation of procedures. Identifies significant gaps or quality issues in transition processes and makes recommendations for improvements based on post-mortem transition analysis.
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- Leads project management activities for the onboarding/transition/conversion such as reporting performance results, issue / risk tracking, effort estimation and other project documentation preparation. Contributes to the achievement of team, program and business objectives.
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- Leads complex conversion activities related to a mix of complex institutional client relationships requiring the in-depth understanding of performance measurement, middle office, custody and accounting processing activities. Completes an accurate conversion of performance data for daily or monthly valuation clients. Reviews operational control reports to effectively mitigate risks and resolve problems that arise during the conversion process.
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- Coordinates across firm-wide resources (operations, product, technology, accounting, etc.) to ensure client transition/conversion needs are being addressed and develops processes/end to end workflows to ensure communication and alignment across teams.
To be successful in this role, we’re seeking the following:
- Bachelors degree or the equivalent combination of education and experience is required. Advanced/graduate degree preferred.
- 7-10 years of total work experience preferred.
- Experience in performance measurement, Eagle technology, financial services or client-facing or project management roles preferred.
- Strong written and communication skills required. Proficiency in excel and SQL required.