Client Reporting Delivery Lead - Quality & Service

Allspring Global Investments; Milwaukee (WI); Hybrid; USD 125,000 - 140,000; Full time

Job summary

Allspring Global Investments in Milwaukee, WI, is seeking a Manager, Client Reporting Service Delivery to lead quality control, service management, and reporting intake for client reporting. This role also supports a hybrid work model and will involve coordinating with a distributed team across Milwaukee and Charlotte.

The position requires 7+ years in institutional client reporting and 3+ years of people management, with strong attention to detail, risk awareness, and cross-functional

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field.
• 7+ years of experience in institutional client reporting, investment operations, performance reporting, asset management operations, or a related financial services function.
• 3+ years of people management, team leadership, or functional oversight experience.
• Strong understanding of institutional client reporting, investment data, performance reporting, holdings reporting, benchmark reporting, and client deliverables.
• Demonstrated experience managing quality control, service intake, workflow management, governance, or operational controls.
• Proven ability to manage escalations, influence stakeholders, and drive outcomes across cross-functional teams.
• Strong attention to detail, service excellence, communication skills, and risk awareness.
• Remain in stationary position for prolonged periods of time
• Operate computer programs and software
• Ability to communicate effectively with audiences in person and in electronic formats
• Day-to-day contact with others (co-workers and/or public)
• Ability to work in a collaborative business environment in close quarters with peers and varying interruptions.

Responsibilities

• Lead and develop a high-performing team responsible for intake management, quality control, and service delivery coordination.
• Foster a culture of accountability, collaboration, and high-quality execution.
• Oversee review of high-risk, customized, or complex client reports prior to distribution.
• Ensure reporting outputs comply with client requirements, internal policies, governance standards, and audit expectations.
• Establish and maintain quality review procedures, validation controls, checklists, and approval standards across recurring and ad hoc reporting.
• Serve as the central intake lead for institutional reporting requests, inquiries, changes, and escalations.
• Manage request triage, prioritization, assignment, and workflow to ensure timely and effective execution.
• Oversee service queues, reporting calendars, SLAs, capacity planning, and workload balancing across the team.

Skills

People management

Leadership

Attention to detail

Communication skills

Risk awareness

Cross-functional collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Workflow tools

Job description

Allspring Global Investments in Milwaukee, WI, is seeking a Manager, Client Reporting Service Delivery to lead quality control, service management, and reporting intake for client reporting. This role also supports a hybrid work model and will involve coordinating with a distributed team across Milwaukee and Charlotte.

The position requires 7+ years in institutional client reporting and 3+ years of people management, with strong attention to detail, risk awareness, and cross-functional