Client Portfolio Lead: Builder of Scalable Ops

Supporting Strategies; United States; On-site; USD 102,000 - 138,000; Full time

Job summary

Supporting Strategies seeks a Client Portfolio Manager to lead a compact team delivering financial operations solutions to a select client portfolio. You will drive client relationships, ensure quality delivery, and continuously improve how the team operates.

Your role focuses on building a scalable team model in a dynamic environment, requiring a challenger mindset and comfort with ambiguity as the playbook evolves.

Qualifications

• Client-facing confidence and relationship management across a portfolio.
• Coaching abilities to grow associates into higher ownership.
• Ability to balance multiple clients and prioritize work across the portfolio.
• Documentation of processes to create repeatable, scalable practices.
• Willingness to experiment, learn, and adapt the operating model.

Responsibilities

• Own and deliver client work across your portfolio, coordinating priorities and deadlines.
• Lead and develop associates through coaching and resource provision.
• Serve as the primary escalation point for client issues and drive resolution.
• Document and refine emerging practices to scale the team model.
• Bridge strategy and execution by testing, learning, and sharing insights.

Skills

Client-facing

Coaching

Organizational agility

Process-minded

Builder mindset

Test, learn, iterate

Bridge between strategy and execution

Job description

Supporting Strategies seeks a Client Portfolio Manager to lead a compact team delivering financial operations solutions to a select client portfolio. You will drive client relationships, ensure quality delivery, and continuously improve how the team operates.

Your role focuses on building a scalable team model in a dynamic environment, requiring a challenger mindset and comfort with ambiguity as the playbook evolves.