Client Service Principal, Taxable

- Management of staff who are responsible for the day-to-day operations for client portfolios.

- Manage deadlines, ensuring accuracy and timeliness of all client deliverables, such as reports, statements, and account reconciliations.

- Manage and ensure all operational processes and procedures are followed and adhere to compliance standards.

- Draft and deliver mid-year and end of year performance reviews for all assigned mentees.

- Act as an escalation point for client teams on operational inquiries.

- Client-centric approach with a commitment to delivering best-in-class service.

- Facilitate the resolution of client inquiries, issues, or concerns promptly and effectively.

- Proactively identify opportunities to enhance client experience and satisfaction.

- Manage accuracy and timeliness of all client deliverables, such as reports, statements, and account reconciliations.

- Oversee the investment execution ensuring all portfolio actions are executed in a timely and accurate manner.

- Review and sign off on the accuracy of wire transfers, execution instructions and alternative investment documentation prepared by junior team members.

- Collaborate closely with the Investment Team and other internal stakeholders in managing client relationships (e.g. Compliance, Legal, Pooled Vehicles).

- Act as a client advocate during internal discussions, ensuring their interests are prioritized.

- Oversee a team whose focus is operational servicing of multi-entity taxable client households including individuals, joint accounts, trusts, LLCs, IRAs, and DAFs.

- Partner with the Investment Team on tax-aware investment operations across the household, including wash sale management, tax loss harvesting, charitable gifting, and K-1 reporting.

- Serve as the senior point of escalation for complex operational situations unique to taxable households (multi-entity structures, restricted positions, estate plan implementation).

- Build out the operational standards and playbooks that allow the team to service taxable households consistently as client base grows.

- Partner with internal teams, investments, operations, and compliance, to deliver seamless client service.

- Assess and make recommendations to improve client service processes and procedures.

- Collaborate across the team and Firm to implement process improvement initiatives.

- Support the management team with strategic and tactical client service system development projects.

- Proactively identify and mitigate potential risks related to client accounts, working internally to identify, assess, and mitigate risks associated with client accounts and operational processes.

- Collaborate with the global client operations team to improve risk controls based on industry best practices and regulatory updates.

Key responsibilities will be regularly assessed and are subject to change from time to time based on the needs of the business.

- Responsible for ensuring all information security processes, policies and procedures are adhered to and any issues or concerns are raised with the Cyber Security team

- Ensure full compliance with all local data protection regulations and privacy controls, and any related issues are raised via the appropriate channels

The ideal candidate will have strong attention to detail, strong problem-solving and organizational skills, and ability to multi-task in a fast-paced environment. The candidate must have excellent communication skills as well as presentation abilities.

- Prior experience (8+ years). Investment operations experience is preferred.

- 5+ years of client service experience in financial services, with a focus on OCIO clients or high net worth individuals.

- Hands-on experience servicing US taxable clients (HNW families and family offices), including multi-entity household structures, tax-aware investment operations, and coordination with external CPAs and trust & estate counsel.

- Ability to manage multiple priorities in a fast-paced environment.

- Articulate self-starter with strong analytical and organizational skills.

- Proficiency in financial analysis tools, CRM systems, and MS Office Suite.

- Excellent leadership, interpersonal, problem solving and communication skills.

- High degree of integrity and professionalism with strong interpersonal and communication skills.

- Investment operations experience in an OCIO or similar multi-asset environment.

- Collaborative team player with a proactive attitude and experience working across cross-functional teams.

Massachusetts requires Partners Capital to include a reasonable estimate of the base salary range for this role. This base salary range is specific to individuals applying to work in our Massachusetts office and takes into account a number of factors. A reasonable estimate of the base salary range for this role in Massachusetts is $115,000 - $160,000.

The base salary offered will be determined on factors such as experience, skills, training, certifications, and education. Decisions will be determined on a case-by-case basis.