Client Portfolio Manager (Controller)

What this role involves

The Client Portfolio Manager leads a team to deliver financial operations solutions to small businesses, driving client relationships and ensuring quality delivery. This role requires a builder mindset, comfort with ambiguity, and a focus on continuous improvement. The position involves owning client work, developing associates, and refining practices to scale.

Skills this posting asks for

• financial operations
• client relationship management
• team leadership
• coaching
• process improvement
• escalation management

Requirements

• Level: manager

From the employer’s posting

As a Client Portfolio Manager, you will lead a compact team to deliver financial operations solutions to your client portfolio. In this role, you will drive client relationships, ensure quality delivery across your portfolio, and continuously improve how your team…