Client Delivery, Team Lead - Assistant Vice President

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

$85K-$125K Verified - from the job posting source checked Jun 20, 2026

401(k) match

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Market context

U.S. role benchmark (BLS OEWS)

$81,444 U.S. median for this role

Projected growth (BLS Employment Projections)

+6.9% - Faster than average

29% above the BLS role benchmark for healthcare aggregate.

Matched to SOC 29-1141 - Healthcare aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Company

Equity

Offered Verified - from the job posting source checked Jun 20, 2026

Application

Cover letter

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Assessment

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Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Delivery, Team Lead - Assistant Vice President Stamford, Connecticut, United States About the Role This role will oversee a team of client-facing reporting analysts and associates. This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities - Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. - Financial reporting and data aggregation tools: - Analyze and explain portfolio performance results. - Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. - Analyze private equity and hedge fund statements for input into system. - Work with clients and partners to resolve data issues. - Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management. - Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with the vendor partners for enhancements, and system and data issues. - Establish operational effectiveness through the development

Read the full description at job-boards.greenhouse.io. FewerJobs shows a preview and links to the original posting.