Vialto Private Client Care Representatives

Vialto; Chicago (IL); A distancia; USD 83.000 - 120.000; Jornada completa

Descripción de la vacante

Vialto is seeking a Senior Project/Program Manager to oversee day-to-day delivery of RIA Private Client Tax programs. You will coordinate clients, advisors, and practice leadership to ensure onboarding, communications, and KPI tracking.

You will manage engagement administration, provide timely updates, and drive process improvements through post-engagement reviews. This is a regular, full-time remote role based in Chicago with interaction at senior levels.

Formación

• Experience managing projects within professional services, tax, accounting, consulting, or financial services.
• Strong organizational and time-management skills.
• Excellent verbal and written communication with clients and leadership.
• Ability to manage competing priorities and coordinate multiple stakeholder groups.
• Proactive problem-solving and process-improvement mindset.
• Ability to drive accountability across cross-functional teams.
• Familiarity with US tax engagement workflows is beneficial.

Responsabilidades

• Coordinate onboarding of new client relationships and ensure a seamless implementation.
• Develop and maintain client-facing materials, reports, and program documentation.
• Serve as the main point of contact for clients and advisors and drive timely responses.
• Manage communications and status updates across stakeholders.
• Monitor KPI tracking and provide regular updates to leadership and clients.
• Hold engagement team members accountable to deadlines and SLAs.
• Facilitate status meetings and communicate risks and dependencies.
• Document issues and drive continuous improvement of service delivery.
• Lead post-season reviews and capture lessons learned for process improvements.
• Manage client expectations and dependencies throughout the engagement lifecycle.

Conocimientos

Project management

Client engagements

Organizational skills

Time management

Communication skills

Cross-functional coordination

Stakeholder management

Problem-solving

Descripción del empleo

Company Description

Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems.

Company Description

Join the leader in global work. Vialto helps leading organizations identify, develop, and execute their workforce priorities with confidence. Our practice areas include global tax, immigration, rewards, advisory and Vialto private and our team is the gold standard in navigating the complexities of cross-border compliance, and workforce strategies. We look for people our clients and assignees can count on to thoughtfully deliver clear solutions to complex problems.

To be the best in the business, we cultivate a dynamic, highly collaborative culture that fuels the growth of our people. We invite you to inquire boldly, learn deeply, and grow endlessly with us. You’ll work alongside recognized experts, shaping people-first, technology-driven solutions that drive the future of work. We help our clients achieve their goals and imagine new possibilities. And we can do the same for you. Whatever your aspirations, Vialto can help you find your way.

Role Summary

This individual is responsible for the day-to-day management and successful delivery of RIA Private Client Tax programs. Acting as the central point of coordination between clients, advisors, tax professionals, and practice leadership, this role drives onboarding, manages communications, tracks key performance indicators (KPIs), supports engagement administration, and ensures overall client satisfaction. The individual will be expected to maintain visibility across the engagement, proactively address issues, and continuously seek opportunities to improve operational efficiency.

Key Responsibilities

• Project manage the onboarding of new client relationships, ensuring a seamless and efficient implementation process.
• Develop and maintain client-facing materials, reports, presentations, and program documentation.
• Serve as a key point of contact for clients and advisors, leading responses to non-technical questions and driving timely resolution of requests.
• Manage communications and status updates across internal and external stakeholders.
• Monitor program health through KPI tracking, reporting, and analysis, providing regular updates to leadership and clients.
• Hold engagement team members accountable to deadlines, service-level commitments, and key performance metrics, including senior stakeholders when appropriate.
• Facilitate recurring status meetings and provide clear, concise updates on engagement progress, priorities, risks, and dependencies.
• Maintain ongoing awareness of engagement status, outstanding issues, and client concerns, escalating matters as needed.
• Oversee day-to-day program administration & operations, ensuring deliverables are progressing according to plan.
• Manage shared mailboxes and coordinate responses to client inquiries and requests.
• Document issues, feedback, action items, and process improvements to support continuous enhancement of service delivery.
• Identify opportunities to improve engagement workflows, operational processes, and the overall delivery model.
• Lead post-season reviews and debrief sessions, capturing lessons learned and project managing resulting process improvement initiatives.
• Manage client expectations, dependencies, and competing priorities throughout the engagement lifecycle.

Qualifications And Experience

• Proven experience managing projects, programs, or client engagements within a professional services, tax, accounting, consulting, or financial services environment.
• Strong organizational and time-management skills with the ability to manage multiple concurrent engagements and deadlines.
• Exceptional verbal and written communication skills with the ability to interact effectively with clients, advisors, and senior leadership.
• Demonstrated ability to manage competing priorities, navigate ambiguity, and coordinate multiple stakeholder groups.
• Strong problem-solving skills and a proactive approach to identifying and resolving issues.
• Ability to drive accountability and influence outcomes across cross-functional teams.
• Comfortable operating in a fast-paced, deadline-driven environment with a strong focus on client service and operational excellence.
• Exposure to U.S. tax compliance, tax advisory, or professional services engagements preferred; deep technical tax expertise is not required, but an understanding of tax engagement workflows is beneficial.

Additional Information

• This is a regular, full-time, remote position.
• Location: Chicago
• Salary Range: $83,000-120,00

We are an equal opportunity employer that does not discriminate based on any legally protected status.

Please note, AI is used as part of the application process.