Key Responsibilities
Leadership & Team Management
· Provide strategic leadership and oversight for the Client Service organization, including SVPs, VPs, Senior Specialists, and Specialists.
· Establish team structure, coverage models, staffing plans, performance expectations, and development programs.
· Lead, coach, and mentor senior client service leaders to build a high-performing and scalable organization.
· Drive succession planning, talent development, and organizational growth initiatives.
· Foster a culture of accountability, collaboration, responsiveness, and client-focused execution.
Client Relationship & Service Strategy
· Own the overall client service strategy supporting Archer Managed Account Services clients.
· Maintain executive-level relationships with key strategic clients and industry partners.
· Partner with senior client stakeholders, including executive and C-suite leaders, to understand strategic objectives and evolving business needs.
· Ensure consistent delivery of high-quality service across all client segments and support models.
· Serve as the highest point of escalation for critical client concerns and service-related issues.
Service Governance & Operational Oversight
· Establish service governance frameworks, reporting standards, escalation procedures, and client engagement practices.
· Monitor client satisfaction, service performance, operational effectiveness, and key risk indicators across the portfolio.
· Review service trends and identify opportunities to improve responsiveness, consistency, scalability, and efficiency.
· Ensure alignment between client expectations and internal service delivery capabilities.
· Oversee executive business reviews, service reviews, and strategic governance meetings.
Cross-Functional Leadership
· Partner with Operations, Product, Technology, Implementation, Data Integration, and Client Coverage leadership teams.
· Advocate for client priorities and influence platform enhancements, technology improvements, and operational process changes.
· Support major client onboarding initiatives, platform migrations, and strategic business projects.
· Align organizational resources to meet client commitments and business objectives.
Strategic Planning & Continuous Improvement
· Develop long-term service strategies that support business growth and client retention goals.
· Identify opportunities to improve service delivery through process optimization, automation, and technology enablement.
· Drive consistency in reporting, communication standards, governance practices, and operational controls.
· Establish measurable service metrics and performance indicators to monitor organizational success.
Preferred Qualifications
· 12-15+ years of experience in client service, client relationship management, account management, service delivery, or operational leadership within financial services.
· Significant experience supporting managed accounts, wealth management, investment operations, asset servicing, or related financial services businesses.
· Pro+ven track record leading large client-facing organizations and developing senior leaders.
· Strong executive presence with experience interacting directly with C-suite stakeholders.
· Demonstrated success managing service organizations supporting institutional, retail, SMA, or wealth management clients.
· Experience overseeing service governance, escalations, client retention, and operational performance management.
· Exceptional communication, leadership, stakeholder management, and strategic planning skills.
· Ability to influence outcomes across multiple business functions and executive leadership teams.
Success Measures
· High levels of client satisfaction, retention, and relationship growth.
· Consistent execution of service standards and governance practices across all client segments.
· Strong employee engagement, talent development, and leadership pipeline creation.
· Effective management of client escalations, service risks, and operational challenges.
· Improved service scalability, efficiency, and organizational effectiveness.
· Strong alignment between Client Service, Operations, Product, Technology, and Client Coverage teams.
· Creation of a world-class client service organization supporting the continued growth of Archer Managed Account Services.
Regards,
Mohammed ilyas,
PH - 229-264-4024 or Text - 229-469-1455 or You can share the updated resume at Mohammed@vtekis. com
All your information will be kept confidential according to EEO guidelines.