Global Delivery Division Lead

Role Overview

• Lead, coach, and develop a team of PMS Solutions Managers, setting priorities and ensuring successful delivery across client projects
• Oversee the team's implementation portfolio, including project planning, staffing, risk management, and stakeholder communication
• Spearhead client onboarding and conversion projects (AUM ranging from $100mm to $5bn), ensuring seamless integration and optimization of client portfolio management processes
• Serve as the primary escalation point for technical, operational, and client-facing questions across team projects
• Guide the resolution of complex issues involving trading workflows, positions, P&L, exposure, corporate actions, allocations, commissions, and PMS-to-General Ledger reconciliation
• Partner with project managers, client stakeholders, and cross-functional teams to manage delivery risks and maintain strong client relationships
• Establish consistent team practices for implementation quality, documentation, knowledge sharing, and client communication
• Streamline implementation processes to reduce cycle times while maintaining high-quality service and meeting client-specific requirements
• Support and mentor team members in developing deeper expertise across portfolio management, trading, and accounting workflows
• Design and oversee sophisticated workflow configurations for complex client operating models, including trading, order management, allocation, position management, and accounting requirements
• Collaborate with Valuation & Risk on complex instruments, analytics, and implementation requirements
• Create a performance-driven environment, setting clear objectives and providing ongoing feedback to help team members reach their potential
• Foster a culture of continuous improvement, contributing to overall team and firm performance growth

Requirements

• 7+ years of experience with Portfolio Management Systems or in middle office, operations, implementation, or consulting roles at an asset manager, bank, administrator, or fintech provider
• Demonstrated experience leading client implementations, delivery workstreams, or teams in a client-facing environment
• Strong understanding of trading workflows, the trade lifecycle, P&L, portfolio accounting, and downstream financial reporting
• Experience managing and resolving complex project, technical, or client escalations
• Ability to prioritize team capacity and delivery needs across multiple concurrent projects
• Strong analytical and problem-solving skills, with the ability to diagnose issues across interconnected systems and workflows
• Excellent communication skills, executive presence, and ability to build trust with both clients and internal stakeholders
• Experience with complex investment strategies, multi-manager environments, and multi-asset-class portfolios is strongly preferred
• Exposure to complex instruments, including swaps, options, and futures, as well as accruals and tax lot accounting, is a plus
• Prior people leadership, mentorship, or team-lead experience is preferred.

Benefits

• health/vision/dental insurance
• 401(k)
• PTO
• parental leave
• medical leave
• STD/LTD insurance benefits