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Vice President, Client Reporting Support Manager
Lido Advisors, LLCReporting Support Manager leading Client Reporting Advisor Support team at Lido Advisors. Overseeing Advisor Support Associates and ensuring quality service for advisor questions.
About the role
Key responsibilities & impact- Lead the Client Reporting Advisor Support team within the Operations department.
- Responsible for day-to-day management of a team of Advisor Support Associates.
- Ensure team meets service-level expectations and maintains high response quality.
- Handle support items and escalations as a hands-on contributor.
- Manage a team of 3 Advisor Support Associates, including coaching and performance management.
- Personally field and resolve advisor support items alongside the team.
- Oversee advisor team support items ensuring SLAs are consistently met.
- Uphold quality standards for advisor-facing communication.
- Serve as the escalation point for complex support items.
- Develop and standardize new support workflows and refine processes.
Requirements
What you’ll need- Experience leading a user support team, specifically a team built to support an RIA's Addepar implementation, is required.
- 3–6+ years of experience in client service, advisor support, or wealth management operations, including direct people management experience.
- Deep hands-on knowledge of Addepar, including reporting workflows, common data and platform issues, and advisor-facing use cases.
- Willingness and ability to work as an individual contributor on support items and escalations, not solely in an oversight capacity.
- Demonstrated ability to manage SLAs and hold a team accountable to consistent, high-quality service standards.
- Experience handling escalations involving sensitive or complex client and advisor situations with sound judgment.
- Track record of building, documenting, and improving operational workflows and support processes.
- Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical audiences.
- Comfortable operating and managing in a distributed team environment.
Benefits
Comp & perks- Equal opportunity employer
- Consideration without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Client SupportPerformance ManagementReporting WorkflowsData ManagementEscalation Handling
Soft Skills
Excellent CommunicationJudgment in Complex SituationsCoaching Skills