Reporting And Analysis Manager

Overview

• Lead and manage reporting and analysis teams to deliver exceptional client service and operational excellence.
• Drive strategic initiatives to enhance reporting accuracy, efficiency, and client satisfaction.
• Foster professional growth within the team through coaching, mentoring, and performance management.
• Collaborate with senior leadership to align reporting strategies with organizational objectives.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution.
• Develop and implement policies and controls to streamline operations and improve service quality.
• Lead cross-functional projects to address service gaps and enhance team capabilities.
• Contribute to a dynamic, fast-paced environment focused on innovation and results.

Key Responsibilities & Duties

• Oversee client reporting functions, ensuring adherence to established processes and standards.
• Mentor and guide team leads to prioritize tasks and meet project deadlines effectively.
• Build and maintain strong client relationships, addressing escalations with professionalism.
• Implement operational policies and controls to enhance efficiency and service delivery.
• Collaborate with leadership to align team goals with broader organizational strategies.
• Lead special initiatives and manage cross-team collaboration to resolve service challenges.
• Conduct performance reviews and provide actionable feedback to team members.
• Ensure teams are equipped with the necessary tools and knowledge for optimal performance.

Job Requirements

• Bachelor of Arts (BA) degree in a relevant field is required.
• Minimum of 10 years of experience, with 15 years preferred, in reporting and analysis roles.
• Proven leadership experience at the director level, managing teams and complex projects.
• Strong knowledge of wealth management products and technology applications.
• Ability to thrive in a hybrid work environment, balancing remote and on-site responsibilities.
• Exceptional problem-solving skills and ability to manage challenging client issues effectively.
• Experience in developing and implementing policies and procedures for operational improvement.
• Excellent communication and interpersonal skills for effective team and client interactions.