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For your reference, we have included the original job posting below.
Director / VP of Investment Management Services
Job Number:
38301724
Company Name:
Kforce
Job Location:
King of Prussia, PA US
Job Category:
Management & Business
Director / VP of Investment Management Services
A leading financial service firm in King of Prussia area is looking for Director / VP to lead and manage the middle office outsourcing for complex global clients. Specific duties are for the Portfolio Services function that include but are not limited to: reconciliation oversight (over 50% of the role), overall recordkeeping accuracy, currency balance monitoring, and client reporting. As the owner of the Portfolio Services delivery, this role will participate in internal senior calls, lead weekly service delivery reviews with the client, and participate in joint senior-level service reviews. Building and maintaining a strong client relationship at all levels of the organization is critical to this function. Buy side experience that goes beyond just mutual fund experience is needed for this role.
Responsibilities: * Participate as part of the sales team to secure new business and develop fee proposals * Maintain direct client contact on client relationships for contract negotiation, problem resolution, etc. * Be responsible for profitability of assigned client group, proactive account planning; ongoing contact initiatives for larger customers, and product development * Manage conversions of new business * Define and implement new company initiatives * Develop relationships with key contacts with internal / external clients; making sure that requests are being met and that clients are satisfied with their level of service * Assess and execute operational effectiveness and streamline functions * Monitor profitability of the client base and take appropriate steps to ensure that account becomes or remains profitable * Manage risk exposure as part of standardized business practices; immediately address and escalate issues, as appropriate, to sustain strong financial performance * Manage deliverable to agreed upon key risk indicators and contractual critical service levels
