Manager, Client Reporting Service Delivery

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

Overview

The Manager, Client Reporting Service Delivery leads the quality control, service management, and reporting intake functions for Client Reporting. This role ensures reporting deliverables are onboarded and delivered accurately, on time, within a strong control environment, and in alignment with client expectations, internal standards, and operational risk requirements.

The Manager, Client Reporting Service Delivery leads the quality control, service management, and reporting intake functions for Client Reporting. This role ensures reporting deliverables are onboarded and delivered accurately, on time, within a strong control environment, and in alignment with client expectations, internal standards, and operational risk requirements.

We currently operate in a hybrid working model, whereby you will be required to work in-office 4 days per week. Location(s): Milwaukee, WI, or Charlotte, NC

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.

Qualifications

Required 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.
• Ability to work independently and collaboratively in a cross-functional environment.
• Ability to work at a computer and use standard business software for extended periods during the workday.
• Communicate effectively with colleagues, clients, and business partners in person and electronically as needed.
• Engage in regular in-person interaction and collaboration with team members and other stakeholders.
• Work effectively in a professional office environment with ongoing collaboration, activity, and shifting priorities.
• Maintain productivity and focus while balancing multiple tasks and interruptions common in an in-person business setting.

Preferred Qualifications

• Experience with workflow tools, data management, or process improvement.

Please note

This position does not offer sponsorship for employment visas. Applicants must be legally authorized to work in The United States without sponsorship now or in the future.

Compensation

Base Pay Range: $125,000 - $140,000

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary bonus programs, or other annual or non-annual incentive or sales plans.)

Disclosure

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status