A global account orchestration role responsible for establishing the operating rhythm of the business, driving accountability across markets and disciplines, and creating greater visibility across the client relationship.
Compensation
The annual salary range for this position is $114,425-$135,000.
Responsibilities
Act as the central point of coordination across global and regional account teams, maintaining visibility into priorities, actions, and key business initiatives.
Establish and manage the account's operating cadence, including leadership meetings, market forums, QBRs, town halls, and strategic planning sessions.
Drive leadership accountability by tracking decisions, action items, owners, timelines, dependencies, and risks across the global business.
Lead the planning and execution of executive client engagements, including quarterly business reviews, strategic presentations, and senior stakeholder meetings.
Maintain a consolidated view of growth opportunities across markets and capabilities, partnering with leadership to track progress and identify opportunities for expansion.
Own and manage QEM, the quality tracking tool, ensuring accuracy, compliance, governance, and continuous enhancement of the tool and its reporting outputs.
Responsibilities
Own and manage QEM, the quality tracking tool, ensuring accuracy, compliance, governance, and continuous enhancement of the tool and its reporting outputs.
Drive accurate, timely, and insight-led quality reporting across Data Operations and Client Operations quality teams.
Monitor adherence to quality reporting policies, guidelines, and metric definitions, ensuring consistent usage across regions and functions.
Partner with Technology teams to improve QEM functionality, reporting accuracy, usability, and enhancement priorities.
Identify themes, patterns, recurring issues, and improvement opportunities through structured quality analysis, RCA reviews, and incident trend assessments.
Requirements
Bachelor’s degree or equivalent professional experience
Lead operational excellence, transformation and AI enablement across OMD EMEA HQ, driving process improvements and scalable solutions for client delivery.
Responsibilities
Lead initiatives to improve team workflows and operational processes
Oversee onboarding, offboarding and transformation programmes
Drive operational improvements across markets
Strengthen the journey from new business win to successful delivery
Identify opportunities to leverage AI, automation and innovative workflows
Enhance client onboarding experience and provide operational support across multiple products and platforms.
Responsibilities
Lead and support end-to-end client onboarding and provide ongoing operational support to ensure a seamless experience and high client satisfaction across products and platforms.
Address client inquiries, troubleshoot issues, process transactions accurately, and identify opportunities to enhance service delivery or refer clients to additional products.
Implement strategies and controls to protect client data and minimize risk both to clients and the organization, protecting the organization’s financial and reputational interests.
Leverage automation technologies and data-driven insights to streamline operations, improve efficiency, and drive continuous improvement within the service center.
Collaborate with internal stakeholders to resolve operational challenges, drive process improvements, support project management, and align operations with industry trends.
Requirements
Nice to have: continuous improvement initiatives
Nice to have: project management
Nice to have: advanced data and technology literacy
The Director of Client Operations is responsible for the strategic leadership, organizational design, and financial stewardship of the Client Operations function within an assigned region. This leader ensures operational rigor, forecasting discipline, and margin protection across their regional sales segment.
Responsibilities
Lead and develop Senior Managers and Managers within the assigned region
Design and continuously refine regional coverage models aligned to revenue growth and segment complexity
Evaluate span-of-control, workload distribution, and structural alignment
Drive succession planning and leadership bench development
Partner with regional Sales Leadership to ensure operational alignment and execution readiness
Requirements
Bachelor’s degree
Nice to have: 4+ years people leadership experience
A Senior Specialist role focused on service relationships for premier clients, managing operational deliverables, coordinating client change initiatives, and driving process improvements.
Compensation
Base salary offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. Base salary is only part of the total rewards package, which may include eligibility for an annual discretionary incentive award.
Responsibilities
Service relationship for premier clients across all operational deliverables and service interactions.
Serve as the primary operational contact for client inquiries, issue management, and service-related matters.
Coordinate the operational delivery of client change initiatives, ensuring effective execution and minimal disruption.
Identify service issues, emerging risks, and opportunities for process improvement, and drive actions to resolution.
Deliver peer benchmarking insights and operational data to support client discussions and identify service enhancements.
Requirements
Bachelor’s degree or equivalent relevant experience
Operate and oversee reconciliation technology to deliver a fully reconciled gross NAV to client operations teams, review junior staff work, ensure trade processing and corporate actions are accurate, and drive continuous improvement.
Responsibilities
Operate & oversee reconciliation technology to deliver a fully reconciled gross NAV
Review work of Junior Staff, provide guidance and mentoring
Ensure trade processing is complete and corporate actions are booked correctly
Provide superior customer service to hedge fund managers and investors
Own, manage and resolve all internal queries
Requirements
University degree in Computer Science, Math, Finance, Accounting or an equivalent combination of education
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