Global Head of Wealth Management Reporting
Company: Breezy HR, Inc.
Location: Stamford
Posted on: August 5, 2022
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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:
SKILLS AND KNOWLEDGE:
EDUCATION AND EXPERIENCE:
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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