Overview

Senior Client Delivery SpecialistOur client is seeking a Senior Client Delivery Specialist for a direct hire opportunity. This role will serve as a senior individual contributor responsible for managing complex client relationships, leading high-impact initiatives, and delivering exceptional service across a portfolio of clients. The ideal candidate will partner with internal and external stakeholders to resolve complex data and reporting challenges, drive operational improvements, and support strategic client objectives. This role combines finance, technology, and client delivery. The successful candidate will possess strong analytical and problem-solving skills, a deep understanding of wealth management technologies and reporting, and the ability to influence outcomes across teams while maintaining a client-first mindset.Pay: $90,000 - $120,000 annuallyResponsibilities: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. Analysis of private equity and hedge fund statements for input into system. Work with clients and partners to resolve data issues.Develop and Strengthen Client Relationships: Client onboarding. Client account setup and training. Day-to-day support and issue management. Software maintenance and setup: System setup and configuration. New client setup. New financial account and asset set-up and classification. Data feed management. Create custom reports based on client-specific needs. Liaise with vendor partners for enhancements, and system and data issues.Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Establish operational effectiveness through the development/adoption of policies, procedures, and controls.Qualifications:7+ years of experience in a related fieldExperience managing 5-10 peopleBachelor's degree from a rigorous undergraduate programExcellent customer relation skills and able to foster and maintain effective relationshipsStrong understanding of financial instrumentsExperience with RIA/Wealth Management Policies, Procedures, and Client ServiceExperience working with wirehouses and/or custodians such as Pershing, Schwab, or FidelityProactively assess and act upon client and company needsOrganized and self-motivated with the ability to prioritize tasks and meet deadlinesHighly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilitiesComfortable with technology, software tools & applications: Able to learn new software quicklyExperience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platformsExperience with planning tools such as eMoney, MoneyGuidePro or similar softwareStrong MS Excel & PowerPoint skillsBasic knowledge of database concepts, and any type of programmingWorking knowledge of Photoshop, HTML design, and/or similar toolsKnowledge of various financial products and indices, particularly: Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA Alternative investments Performance reporting calculations and methodologies Portfolio management and rebalancing How Family Offices, RIAs, investment advisors workCritical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbalCollaborative and able to thrive in a team environment while working independentlyAble to learn quickly and adapt to an expanding environmentKavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic