Head Of Client Portfolio Management Operations - Brooklyn Investments Group

Head Of Client Portfolio Management Operations

The Head of Client Portfolio Management Operations will build and scale the operational backbone supporting the client portfolio management and client service functions of our Separately Managed Accounts (SMA) business. This role owns the design, execution, and evolution of PM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Engineering, and Client Service leadership. This new leader will lead high-visibility initiatives that improve accuracy, reduce risk, and enable the firm to scale efficiently as assets and client complexity grow.

Key Responsibilities and Duties

• Own the end-to-end operational framework supporting portfolio management and client servicing, including controls, exception management, and escalation protocols
• Define operating standards and service models aligned with investment processes and client expectations
• Establish controls, reporting, and governance to reduce operational risk and increase transparency
• Serve as the primary operational partner to Portfolio Managers on complex servicing and exception-related issues
• Project manage complex, cross-functional initiatives involving PMs, Engineering, Client Service, and Compliance
• Lead process design, documentation, and continuous improvement initiatives across PM servicing workflows
• Identify and prioritize opportunities for automation and tooling improvements; partner with technical teams to deliver scalable solutions

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Required Experience

• 5+ years of experience in asset management, investment banking, consulting, or financial services operations
• Direct or adjacent exposure to portfolio management or investment-related workflows, preferably in SMAs; a solid understanding on how markets work and how various instruments are traded
• Proven track record leading process improvement and cross-functional initiatives
• Strong executive communication skills and comfort partnering with senior investment professionals

Preferred Experience

• Experience building or scaling client-facing portfolio management and operational teams
• Background working closely with engineering or product teams
• Familiarity with operational risk frameworks and controls in an investment context

Base Pay Range: $225,000/yr - $275,000/yr

Actual base salary may vary based upon, but not limited to, relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).