About this role

Set and execute the strategic direction for Product Operations to optimize efficiency, scalability, and client experience
Lead, coach, and develop a team of 10+ employees, including performance management, career development, and engagement initiatives
Oversee escalation management and ensure timely resolution of complex client, operational, or technology issues
Manage a dedicated POD responsible for ClientWorks user onboarding and offboarding, ensuring accurate access provisioning and adherence to compliance requirements
Drive continuous improvement through process optimization, standardization, and use of data-driven insights
Partner cross-functionally with technology, compliance, and business teams to align priorities and deliver outcomes
Establish and monitor controls to proactively identify, assess, and mitigate risks across product operations
Promote an inclusive team culture that values diverse perspectives and encourages collaboration and innovation

3+ years of people leadership experience managing teams of 10 or more
2+ years of experience using Excel for analysis, reporting, or operational tracking
1+ year of experience in strategy, operations, or a related function
3+ years experience and ability to lead teams in fast-paced, collaborative environments while delivering consistent results

Manager, Client Tech Services

Key skills