Lead investor onboarding and capital activity, oversee operational controls, manage teams, and drive process improvements in a financial services environment.

Lead client report onboarding and production cycles, manage cross-functional stakeholder engagement, design delivery plans and governance, drive automation using Excel/VBA and Python, and mentor a team to ensure timely, accurate client reporting.

As a Client Success Manager, you will oversee client relationships, coordinate services, solve complex issues, and monitor client satisfaction to enhance the Aladdin user experience.