Portfolio Delivery & Relationship Lead

Zohorecruit; United States; Remote; USD 120,000 - 190,000; Full time

Job summary

House of LDGERS is seeking a Manager 1 to own entire client portfolios and maintain primary client relationships. You will be accountable for KPIs, drive delivery quality, and manage resources across portfolios.

You will lead and develop AMs and senior staff, conduct performance evaluations, and contribute to strategic decisions with senior leadership. This role requires strong communication and operating discipline in a fast-paced environment.

Qualifications

• Portfolio leadership and KPI accountability.
• Team leadership and people development.
• Commercial awareness and judgement.
• Strategic thinking and problem solving.
• Executive-level communication and collaboration.
• Operational discipline and process rigor.
• Bachelor's degree in Accounting, Finance, or related field; CPA/CA/ACCA strongly preferred.
• 7–8 years of progressive accounting/finance experience; at least 2 years in leadership.
• Demonstrated ownership of client portfolios with measurable KPIs.
• Strong commercial awareness and senior-client engagement experience.

Responsibilities

• Own entire client portfolios end-to-end: delivery, relationship, commercials, and performance.
• Be accountable for portfolio KPIs: delivery quality, timeliness, client satisfaction, retention, and recovery.
• Allocate resources, manage capacity, and resolve cross-team conflicts within the portfolio.
• Hold primary client relationship for assigned portfolios; act as strategic advisor on financial reporting.
• Lead client review meetings; present financial outputs and insights.
• Develop AMs, Senior Associates, and Associates within the portfolio.
• Set performance goals and provide regular feedback and coaching.
• Conduct performance evaluations; contribute to compensation decisions.
• Foster a collaborative, high-performing team environment.
• Identify opportunities to streamline processes and enhance operational effectiveness.

Skills

Portfolio leadership

KPI accountability

Team leadership

Strategic thinking

Executive communication

Education

Bachelor's in Accounting/Finance

CPA/CA/ACCA

Job description

House of LDGERS is seeking a Manager 1 to own entire client portfolios and maintain primary client relationships. You will be accountable for KPIs, drive delivery quality, and manage resources across portfolios.

You will lead and develop AMs and senior staff, conduct performance evaluations, and contribute to strategic decisions with senior leadership. This role requires strong communication and operating discipline in a fast-paced environment.