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Global Head of Wealth Management Reporting

Company: Breezy HR, Inc.
Location: Stamford
Posted on: August 5, 2022

Job Description:

Global Head of Wealth Management Reporting
Company Overview
Grounded in Wall Street and enabled by technology, Mirador combines powerful data science and deep financial expertise to provide best-of-breed financial reporting services for U/HNW investment portfolios. We are a firm in the Wealth Management industry that supports the performance-reporting requirements of Family Offices, Wealth and Asset Managers, and Foundations throughout the United States, Western Europe, and Latin America. We are expanding rapidly with new clients and offerings, and as such are staffing to meet the need. Our firm is at the intersection of finance and technology.
There's a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world's largest growing industries-financial reporting. Other companies may offer similar services, but we have no true competition. To learn more about the benefits of working for Mirador, please visit our .
Position Overview
Mirador's Global Head of Wealth Management Reporting will be responsible and accountable for providing consistent, exquisite service to our clients via our teams of client reporting professionals as we rapidly expand our services organization in both number of clients and staff as well as our global coverage. This role will lead the identification of process standardization and improvement opportunities across methodologies and operational domains and will socialize and maintain a roadmap of those opportunities. Via a team of direct-report Regional Leads, you will ultimately drive the execution and adoption of operational process best practices throughout the organization. As a member of the management team, you will serve as voice of the client using the appropriate KPI's to assess the satisfaction of our clients and effectiveness of our operations. You will lead the transformation of our services teams around the globe as we expand to hundreds of staff members in multiple US-based and overseas offices. You will ultimately be responsible for the client's experience throughout their lifecycle; driving adoption, retention, and referenceable accounts.
KEY FACTORS FOR SUCCESS:

  • Identify & implement best practices and lead standardization efforts across organization that will drive operational efficiency, improve service, and increase client profitability
  • Develop structure for managing initiatives, ensuring that we are executing the fundamentals of operational excellence consistently across the company
  • Use appropriate KPI's and value metrics, analysis, and evaluation methods to accurately identify and document progress vs business value drivers
  • Leverage qualitative and quantitative factors to ensure efficient utilization and realization throughout the service organization
  • Elevate the overall client experience by ensuring issues are handled & resolved promptly and providing closed-loop customer communication on all feedback
  • Act as the voice of the client, advocating for client's desired enhancements while concurrently managing client's expectations
  • Effectively coach and educate, in a variety of ways, to drive teams towards continuous improvement plans
  • Collaborate with the Head of Employee Experience to design, develop, and maintain training programs and course content on our software offering, covering both technical and business process improvement to be delivered via a variety of channels (video, online, documentation, and in-person). Suggest appropriate training solutions to your team members and client base while directly facilitating training when appropriate.
  • Partner with Sales, Finance and the COO's office to ensure corporate governance
    SKILLS AND KNOWLEDGE:
    • Strong prioritization, process improvement, and project management experience in a consulting and/or business environment
    • Experience in taking a leadership role to initiate, plan, organize, and complete projects in a cross-functional environment
    • Demonstrated proficiency managing analytically rigorous initiatives including, but not limited to, defining, refining and implementing operational processes
    • P&L responsibility or an equivalent leadership role
    • Tech Savvy. Ability to learn new tech quickly and deeply
    • Exhibits strong verbal & written communication skills - including active listening and engaging presentations and the ability to effectively navigate and mediate conflict and foster honest dialog
    • Outstanding relationship management, client service and collaboration skills in a variety of forms (written, conference calls, presentation)
    • Proven track record of managing client escalations, balancing client expectations, and negotiating successful resolutions
    • Ability to serve as credible and effective advisor/coach, especially around change management (cultural, technical and business)
    • Proven effectiveness at leading and facilitating meetings and workshops
    • Ability to prioritize, multi-task and perform effectively under pressure
    • Strong knowledge of business processes (Sales, Marketing, Service, Support), business applications and automation
    • Working knowledge of the software development process and of software design methodologies (coding experience is not required, but may be useful)
    • High energy, data driven, and results oriented
      EDUCATION AND EXPERIENCE:
      • Bachelor's degree or equivalent required.
      • 10+ years of experience with events and driving transformation with proven results.
      • 10+ years in role(s) with direct and/or indirect leadership responsibilities
      • Knowledge of Financial Services operations, particularly Wealth Management
      • Transformation, Lean, Lean Six Sigma Black Belt/Master Black Belt or significant business process reengineering and change management experience
      • Successful track record of client-centric decision making
      • Ability to thrive in a dynamic, rapidly changing environment
        Mirador is committed to a diverse and inclusive workplace. Mirador is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status. By submitting an application for this position, I confirm that the information in the application and on my resume is accurate.

Keywords: Breezy HR, Inc., Stamford , Global Head of Wealth Management Reporting, Executive , Stamford, Connecticut

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