Vice President, Client Reporting Support Manager

🕒 Julho 3

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Lido Advisors, LLC

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201 - 500 funcionários

Fundada em 1999

💼 Consultoria

🛡️ Seguros

💸 Finanças

Consulting • Insurance • Finance

Lido Advisors, LLC é uma firma de gestão de patrimônio que oferece uma experiência sofisticada e personalizada de family office aos clientes, com foco em proteger, crescer e preservar suas riquezas. Estabelecida em 1999, a Lido administra mais de 20 bilhões de dólares em ativos e fornece planejamento financeiro avançado, gestão de investimentos e serviços de planejamento estratégico tributário e patrimonial, principalmente para indivíduos de alto patrimônio, empreendedores, instituições de caridade e personalidades da mídia. Embora não ofereçam consultoria jurídica ou fiscal direta, trabalham em estreita colaboração com profissionais afiliados para oferecer soluções financeiras abrangentes. A proposta de valor única da Lido está no seu modelo acessível de family office e sua dedicação ao serviço personalizado ao cliente. Com 33 escritórios nos Estados Unidos, a Lido Advisors é uma das empresas de gestão de patrimônio privado de mais rápido crescimento no país.

Descrição

• Lead the Client Reporting Advisor Support team within the Operations department. • Responsible for day-to-day management of a team of Advisor Support Associates. • Ensure team meets service-level expectations and maintains high response quality. • Handle support items and escalations as a hands-on contributor. • Manage a team of 3 Advisor Support Associates, including coaching and performance management. • Personally field and resolve advisor support items alongside the team. • Oversee advisor team support items ensuring SLAs are consistently met. • Uphold quality standards for advisor-facing communication. • Serve as the escalation point for complex support items. • Develop and standardize new support workflows and refine processes.

🎯 Requisitos

• Experience leading a user support team, specifically a team built to support an RIA's Addepar implementation, is required. • 3–6+ years of experience in client service, advisor support, or wealth management operations, including direct people management experience. • Deep hands-on knowledge of Addepar, including reporting workflows, common data and platform issues, and advisor-facing use cases. • Willingness and ability to work as an individual contributor on support items and escalations, not solely in an oversight capacity. • Demonstrated ability to manage SLAs and hold a team accountable to consistent, high-quality service standards. • Experience handling escalations involving sensitive or complex client and advisor situations with sound judgment. • Track record of building, documenting, and improving operational workflows and support processes. • Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical audiences. • Comfortable operating and managing in a distributed team environment.

🏖️ Benefícios

• Equal opportunity employer • Consideration without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law.