Financial Planning Administrator at Attivo supporting an Associate Director and clients in delivering high - quality services. Managing diaries, workflows, and providing comprehensive administrative support for exceptional client experiences.
CC
Hybrid Director – Tech-Enabled Finance Transformation, Asset Management
Posted 3 months ago
About the role
- Director supporting large Asset Managers and private equity firms in improving middle and back-office operations functions. Enhancing operational efficiency and ensuring compliance in finance transformation.
Responsibilities
- Lead the development and delivery of services across asset management projects
- Spend significant time on project management, staffing, and quality assurance
- Be recognized as a subject matter expert in asset management, private credit, and private equity
- Interact with clients to determine needs and develop plans for operational improvement
- Contribute to developing and implementing firm-approved, AI-enabled solutions for clients, in accordance with company policies on data protection, intellectual property, and professional standards
- Stay informed about emerging AI tools and techniques and collaborate with firm leadership to identify compliant opportunities to enhance client solutions and internal processes
- Act as a key leader in the Financial Services practice
- Manage client accounts, work plans, staffing, and budgets
- Foster client relationships and ensure high-quality service
- Manage teams by tracking performance and encouraging continuous improvement
- Resolve issues and project conflicts
- Develop and execute business development strategies
- Lead proposals, presentations, and contract negotiations
- Drive revenue growth through client opportunities and account planning
- Represent the firm at industry events and build referral relationships
- Develop methodologies and new service offerings
- Manage teams and people by tracking and directing performance against objectives while encouraging continuous improvement and innovation
- Participate in firm initiatives like recruiting, training, and knowledge sharing
Requirements
- 15+ years of experience in consulting or internal transformation roles
- Asset management experience, including complex fund structures and reporting
- Familiarity with platforms like Investran, eFront, iLevel, Allvue, and others.
- Comfort with AI: Demonstrated ability to responsibly explore and adopt firm-approved AI tools to enhance productivity and innovation
- Continuous Learning Mindset: Openness to learning and applying emerging technologies including AI and automation in alignment with firm policies and client standards
- Demonstrated success in business development and team leadership
- Bachelor’s degree; CFA, CAIA, CPA, or PMP preferred
- Willingness to travel up to 30%
- This role is based in the DC area; candidates must reside locally and be available to work in the office on a hybrid schedule (minimum of three days per week)
Benefits
- comprehensive healthcare options, including medical, dental, and vision coverage
- flexible spending accounts
- 401(k) with company matching
- generous parental and maternity leave policies
- technology stipends
- wellness reimbursement programs
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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