✺ Oversee organization consisting of Operations Managers, Data Associates, and Data Onboarding Specialists✺ Partner with internal subject matter experts and offshore processing teams to improve efficiency and scale in client onboarding and daily operations✺ Gather feedback on process and product improvements, define requirements, and prioritize development✺ Participate in departmental planning with senior Tamarac management and executive leadership✺ Develop best practices and innovate new processes, contributing to increasing departmental productivity and scale

✺ Oversee organization consisting of Service Team Managers, Operations Associates, and Client Service Associates ✺ Serve as principal escalation resource for client relationships throughout implementation and daily support✺ Participate in departmental planning with senior Tamarac management and executive leadership✺ Develop best practices and innovate new processes, contributing to increasing departmental productivity and scale

✺ Manage a team of Operations Associates, including recruiting, coaching, training, and performance management✺ Manage client relationships throughout implementation and daily operations, serving as primary escalation resource✺ Provide management support for various client-initiated projects✺ Participate in departmental planning with senior Tamarac management✺ Develop best practices and innovate new processes, contributing to increasing departmental productivity and scale

✺ Oversee the recruiting and continuous development of Operations Associates✺ Develop new hire training program to support rapid growth

✺ Manage financial account data for high-visibility and high-risk RIA client firms on Tamarac Advisor platform✺ Provide technical support and best practices consulting to client firms✺ Post, reconcile, audit, and synchronize daily market data from PortfolioCenter✺ Serve as designated primary service contact for multiple RIA firm clients✺ Support critical internal projects and client implementations

✺ Manage financial account data for advisory firm clients and produce quarterly performance reports and billing invoices✺ Maintain portfolio accounting on multi-custodian data feeds✺ Provide technical support/problem resolution to external customers in a timely, professional, and courteous manner✺ Research issues independently and look for areas to make suggestions on efficiencies to clients

✺ Provide technical support and problem resolution for the PortfolioCenter software product to external customers in a timely, professional, and courteous manner✺ Research and resolve basic customer service questions and problems, effectively escalating issues when appropriate✺ Provide customers with information on other products and services

✺ Assist with the identification of and resourcing for international development projects

✺ Build financial services client relationships, utilizing a variety of financial products

✺ Assist research staff with various lab maintenance tasks

✺ Assist in the digital rendering of Roman imperial-era maps using GIS software