Client Reporting Service Delivery Leader

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

Job summary

Allspring Global Investments is seeking a Manager, Client Reporting Service Delivery in Milwaukee/Charlotte. You will lead a team handling intake, quality control, and delivery coordination to ensure accurate, on-time reporting within a strong control framework.

The role emphasizes governance, stakeholder collaboration, and escalation management across cross-functional teams, balancing multiple priorities in a hybrid office setting.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 7+ years in institutional client reporting, investment operations, or related function.
• 3+ years of people management or team leadership experience.
• Strong understanding of institutional client reporting, investment data, and client deliverables.
• Experience with quality control, service intake, workflow management, governance, or controls.
• Proven ability to manage escalations and drive cross-functional outcomes.
• Detail-oriented with strong communication and risk awareness.

Responsibilities

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

Skills

People management

Stakeholder influence

Quality control

Governance

Cross-functional collaboration

Risk awareness

Independent work

Education

Bachelor's degree in Finance/Business/Economics

Tools

Workflow tools

Data management

Job description

Allspring Global Investments is seeking a Manager, Client Reporting Service Delivery in Milwaukee/Charlotte. You will lead a team handling intake, quality control, and delivery coordination to ensure accurate, on-time reporting within a strong control framework.

The role emphasizes governance, stakeholder collaboration, and escalation management across cross-functional teams, balancing multiple priorities in a hybrid office setting.