Vice President, Client Services

Job Description:

A leading investment management firm in Greenwich, CT, seeks a Vice President to join its SMA Operations team. This role supports the firm’s Separately Managed Account (SMA) platform by providing high-touch client service, managing onboarding processes, coordinating cash flows, and driving operational improvements across teams.

Key Responsibilities:

• Deliver proactive client service, including onboarding of new RIAs and ongoing support
  
• Manage daily contributions, withdrawals, and transfers for SMA accounts
  
• Coordinate documentation and communication between legal, business development, and clients
  
• Collaborate with portfolio implementation and engineering teams to streamline cash flow operations
  
• Support the launch of new, complex investment strategies
  
• Identify and address inefficiencies across operational workflows
  
• Lead or contribute to strategic projects that span multiple departments
  

  Requirements:

• Bachelor’s degree in a relevant field
  
• 6–8 years of experience in asset management, with a focus on client services
  
• Strong written and verbal communication skills
  
• Proven ability to manage multiple priorities in a fast-paced environment
  
• High attention to detail and organizational skills
  
• Proficiency in Microsoft Excel; project management experience is a plus
  
  Benefits Include:
  
• Health, dental, and vision insurance
  
• Paid time off and holidays
  
• 401(k) with company match
  
• Annual discretionary bonus
  
• Additional benefits for eligible employees