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SVP, Managed Client Services

Insight Global

Tredyffrin, PAJobSeen 1 day agoSeen in employer's feed 1 day ago

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At a glance

Compensation
No compensation found
Location
Tredyffrin, PA
Work Authorization
Not specified

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Job overview

The company is hiring three senior‑vice‑president leaders to elevate a financial services client by transitioning from operational support to a strategic, client‑centric service model, overseeing service delivery, managing teams, and driving operational transformation.

Skills & qualifications

RequiredNice to have

Skills

Client ServiceInvestment OperationsManaged Account SolutionsManagementClient Service LeadershipInstitutional Client RelationshipsExecutive-Level Client DiscussionsOperational Transformation

Qualifications

10+ Years Client Service Within Investment Operations

Full job description

Job Description

We are hiring three SVP-level leaders to help elevate one of our financial services customers as it continues integrating and scaling their platform. The team is transitioning from a largely operational support model to a more strategic, client-centric service organization. These leaders will serve as both operational executives and client-facing relationship leaders. Key Responsibilities Act as player/coaches, leading teams while remaining actively engaged with clients. Serve as executive point of contact for assigned clients. Build trusted relationships with senior client stakeholders, including C-suite executives. Oversee KPIs and overall service delivery performance. Manage business-as-usual (BAU) processing and adherence to SLAs. Lead and mentor Service Directors who manage day-to-day client relationships. Evaluate existing processes and recommend operational improvements. Provide strategic thought leadership to enhance service offerings and client experience. Manage teams ranging from approximately 5-8 direct and indirect reports.

Skills and Requirements

10+ years of client service within Investment Operations Managed Account Solutions experience. Management experience Strong client service leadership background. Experience managing large institutional client relationships. Ability to confidently lead executive-level client discussions. Track record of operational transformation and team development.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to [email protected].

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