Manager, Client Tech Services

Job Overview

The Manager, Client Technology Services leads day-to-day Product Operations for Client Technology Management (CTM). This role is accountable for delivering on portfolio objectives, enabling operational excellence across technology products and services, and fostering an inclusive, high‑performing team environment. The Manager oversees staff development, engagement, and performance while ensuring reliable, scalable, and compliant service delivery.

• 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 Client Works 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

We’re seeking collaborative leaders who deliver high‑quality client experiences and thrive in team‑oriented environments. Ideal candidates demonstrate integrity, accountability, and a commitment to continuous improvement. This role values individuals who bring curiosity, creativity, and a focus on helping clients and colleagues succeed.

• 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

• Ability to plan and execute both short- and long‑term objectives while considering team capabilities, available resources, and market dynamics
• Effective prioritization and delegation skills, with the ability to manage multiple initiatives simultaneously
• Clear and thoughtful communication skills, including active listening and the ability to influence stakeholders
• Analytical mindset with the ability to translate data into actionable insights that inform decisions and improve operations
• Leadership capability to identify, assess, and mitigate risks while aligning with business, regulatory, and client-impact priorities

• 5+ years of experience in financial services

$76,632.00 - $

EOE.