Vice President, Client Operations

Jobtailor; Houston (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Jobtailor in Houston, TX seeks a senior professional to lead client transaction processing, applying advanced knowledge to execute and optimize workflows. You will collaborate cross-functionally with teams, mentor junior staff, and monitor metrics to drive improvements in efficiency and accuracy.

The role requires a strong analytical mindset, excellent communication, and a track record of transforming complex transaction processes into streamlined operations.

Qualifications

• Bachelor's degree in Finance, Business, or a combination of work experience.
• Advanced degree or relevant certifications (e.g., CFA, CPA) preferred.
• Typically 7-12 years of experience.
• Strong analytical and problem-solving abilities to manage complex transaction processes.
• Excellent communication and interpersonal skills.

Responsibilities

• Lead the execution of client transactions by applying advanced knowledge in transaction processing.
• Collaborate with cross-functional teams to optimize transaction workflows.
• Serve as a subject matter expert in client processing providing guidance and training to junior team members.
• Monitor and analyze transaction processing metrics to identify trends and implement improvements.

Skills

Analytical skills

Problem-solving

Communication skills

Team collaboration

Guidance and training

Education

Bachelor's degree in Finance/Business

CFA/CPA preferred

Tools

Transaction Processing

Workflow Optimization

Data Analysis

Metrics Monitoring

Job description

• Lead the execution of client transactions by applying advanced knowledge in transaction processing
• Collaborate with cross-functional teams to optimize transaction workflows
• Serve as a subject matter expert in client processing providing guidance and training to junior team members
• Monitor and analyze transaction processing metrics to identify trends and implement improvements

Requirements

• Bachelor’s degree in Finance, Business, or a combination of work experience
• Advanced degree or relevant certifications (e.g., CFA, CPA) preferred
• Typically 7-12 years of experience
• Strong analytical and problem-solving abilities to manage complex transaction processes
• Excellent communication and interpersonal skills

Core Competencies

Demonstrates expertise in transaction processing and client management, with a strong focus on analytical problem-solving and effective communication. Proven ability to lead teams and optimize workflows to enhance transaction efficiency.

Highest-signal resume keywords

• Transaction Processing
• Analytical Skills
• Problem-Solving
• Client Management
• Communication Skills

Hard Skills

• Transaction Processing
• Workflow Optimization
• Data Analysis
• Metrics Monitoring

Soft Skills

• Interpersonal Skills
• Team Collaboration
• Guidance and Training

Certifications & Qualifications

• CFA
• CPA

Industry Keywords

• Finance
• Business
• Client Transactions