As a Sales Data Operations Manager , you will be responsible for sourcing, validating, and ... client transactions and holdings across mutual funds, separate accounts and ETFs. This role ...
As a Sales Data Operations Manager , you will be responsible for sourcing, validating, and ... client transactions and holdings across mutual funds, separate accounts and ETFs. This role ...
Client Success Manager (MedInsight)
Brookfield, WI · Remote
$788/wk
Client Success Managers are responsible for day-to-day client operations, including ticket management, coordinating system updates, managing data refreshes, and communicating release notifications.
Client Success Manager (MedInsight)
Brookfield, WI · Remote
$788/wk
Client Success Managers are responsible for day-to-day client operations, including ticket management, coordinating system updates, managing data refreshes, and communicating release notifications.
Assistant Shelter Operations Manager - Kenosha Campus
Kenosha, WI · On-site
$35K - $40K/yr
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Kenosha Campus. If you're looking for a rewarding career that makes a meaningful ...
Assistant Shelter Operations Manager - Kenosha Campus
Kenosha, WI · On-site
$35K - $40K/yr
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Kenosha Campus. If you're looking for a rewarding career that makes a meaningful ...
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Kenosha Campus. If you're looking for a rewarding career that makes a meaningful ...
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Kenosha Campus. If you're looking for a rewarding career that makes a meaningful ...
Assistant Shelter Operations Manager - Racine Campus
Mount Pleasant, WI · On-site
$35K - $40K/yr
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Racine Campus. If you're looking for a rewarding career that makes a meaningful ...
Assistant Shelter Operations Manager - Racine Campus
Mount Pleasant, WI · On-site
$35K - $40K/yr
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Racine Campus. If you're looking for a rewarding career that makes a meaningful ...
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Racine Campus. If you're looking for a rewarding career that makes a meaningful ...
The Assistant Shelter Operations Manager reports to the Director of Animal and Client Services and works onsite at our Racine Campus. If you're looking for a rewarding career that makes a meaningful ...
Manager, Security Operations (Sentinel)
Milwaukee, WI · On-site +1
$150K - $178K/yr
The role operates in a client-facing, delivery-focused environment and collaborates closely with ... Role Overview The Security Operations Manager is responsible for delivering security monitoring and ...
Manager, Security Operations (Sentinel)
Milwaukee, WI · On-site +1
$150K - $178K/yr
The role operates in a client-facing, delivery-focused environment and collaborates closely with ... Role Overview The Security Operations Manager is responsible for delivering security monitoring and ...
You will analyze client needs, implement software solutions, and provide training and support for ... to enhance operational efficiency - Managing project timelines, budgets, and deliverables to ...
You will analyze client needs, implement software solutions, and provide training and support for ... to enhance operational efficiency - Managing project timelines, budgets, and deliverables to ...
SAP Manufacturing Senior Manager
$124K - $280K/yr
Responsibilities - Leading SAP supply chain and operations consulting projects to optimize client ... Business Administration/Management, Computer Science/Information Systems, Engineering, Operations ...
SAP Manufacturing Senior Manager
$124K - $280K/yr
Responsibilities - Leading SAP supply chain and operations consulting projects to optimize client ... Business Administration/Management, Computer Science/Information Systems, Engineering, Operations ...
Provider Clinical Operations Consultant, Manager
Milwaukee, WI · On-site
$99K - $232K/yr
As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and ... Responsibilities - Leading clinical operations consulting projects within the health services ...
Provider Clinical Operations Consultant, Manager
Milwaukee, WI · On-site
$99K - $232K/yr
As a Manager, you will lead teams and manage client accounts, focusing on strategic planning and ... Responsibilities - Leading clinical operations consulting projects within the health services ...
Role Summary The Operations Manager - Business Banking Servicing is responsible for leading operations supporting small business and business banking client servicing, delivering high-quality ...
New
Role Summary The Operations Manager - Business Banking Servicing is responsible for leading operations supporting small business and business banking client servicing, delivering high-quality ...
New
Deliver consistent service levels, quality outcomes, and client experience for wealth clients * Manage workload, staffing, and operational execution to meet performance targets * Ensure service ...
New
Deliver consistent service levels, quality outcomes, and client experience for wealth clients * Manage workload, staffing, and operational execution to meet performance targets * Ensure service ...
New
Sales Operations Manager (Strategic Marketing)
$93K - $114K/yr
... Operations Manager (Strategic Marketing) to lead and inspire a divisional marketing and sales ... Ensure all external content and client deliverables align with Gilbane's brand standards and ...
Sales Operations Manager (Strategic Marketing)
$93K - $114K/yr
... Operations Manager (Strategic Marketing) to lead and inspire a divisional marketing and sales ... Ensure all external content and client deliverables align with Gilbane's brand standards and ...
Quickly become familiar with client business challenges and technologies to understand the ... As a Project Manager, there is also upward potential to become a Chief of Operations and/or a ...
Quickly become familiar with client business challenges and technologies to understand the ... As a Project Manager, there is also upward potential to become a Chief of Operations and/or a ...
The Supply Chain Manager will have overall responsibility for supervising the process of sourcing and purchasing essential materials for our Client's operations. Reporting directly to the COO and CEO ...
The Supply Chain Manager will have overall responsibility for supervising the process of sourcing and purchasing essential materials for our Client's operations. Reporting directly to the COO and CEO ...
Director
Milwaukee, WI · On-site
... aspects of client management. * Collaborate across departments to align teams, share insights, and ensure cohesive delivery. * Director day-to-day client operations, including communication ...
Director
Milwaukee, WI · On-site
... aspects of client management. * Collaborate across departments to align teams, share insights, and ensure cohesive delivery. * Director day-to-day client operations, including communication ...
Cobrand Operations Leader
Milwaukee, WI · On-site
Deliver consistent service levels, quality outcomes, and partner-aligned client experience * Manage workforce planning, staffing Operational Leadership & Service Delivery * Lead Fidelity servicing ...
New
Cobrand Operations Leader
Milwaukee, WI · On-site
Deliver consistent service levels, quality outcomes, and partner-aligned client experience * Manage workforce planning, staffing Operational Leadership & Service Delivery * Lead Fidelity servicing ...
New
... client interactions - Innovate and improve processes to maintain operational excellence - Build ... Management/Research preferred - Proven success in operationalizing business strategies ...
... client interactions - Innovate and improve processes to maintain operational excellence - Build ... Management/Research preferred - Proven success in operationalizing business strategies ...
Supervisor, Ground Operations
Milwaukee, WI · On-site
$60K - $70K/yr
Our rapidly growing client list includes leading consumer brands like Hello Fresh, Zara, Macy's, ... Specific expectations should be discussed with your manager. Role Summary: As a Ground Operations ...
New
Supervisor, Ground Operations
Milwaukee, WI · On-site
$60K - $70K/yr
Our rapidly growing client list includes leading consumer brands like Hello Fresh, Zara, Macy's, ... Specific expectations should be discussed with your manager. Role Summary: As a Ground Operations ...
New
As a Senior Manager, you will utilize your skills and professional network to deliver quality ... client operations and strategic goals (AWS data engineering and Redshift) - Building and ...
As a Senior Manager, you will utilize your skills and professional network to deliver quality ... client operations and strategic goals (AWS data engineering and Redshift) - Building and ...
Client Operations Manager information
See Racine, WI salary details
$41.7K - $49.5K
3% of jobs
$49.5K - $57.2K
0% of jobs
$57.2K - $65K
3% of jobs
$65K - $72.8K
2% of jobs
$72.8K - $80.5K
2% of jobs
$80.5K - $88.3K
3% of jobs
$88.3K - $96K
1% of jobs
$96K - $103.8K
1% of jobs
$103.8K - $111.5K
0% of jobs
$111.5K - $119.3K
1% of jobs
$120K is the 25th percentile. Wages below this are outliers.
$119.3K - $127.1K
83% of jobs
$41.7K
$116K
$127.1K
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Job description
As a Sales Data Operations Manager, you will be responsible for sourcing, validating, and enriching data across multiple providers to support our U.S. and Canadian retail businesses. Your oversight ensures that our sales organization has reliable and comprehensive insight into client transactions and holdings across mutual funds, separate accounts and ETFs. This role requires a high degree of rigor in managing external service providers, maintaining process integrity, and supporting informed decision-making at all levels of the business.
This is a player/coach position: you will set direction while also managing critical processes, vendor relationships, and advanced data analysis to ensure service delivery standards are met.
Core Responsibilities
- Direct the relationship with external service providers (e.g. SS&C SalesConnect, Broadridge, ...), ensuring service-level agreements and contractual obligations are consistently met. Review and approve configuration settings, business rules, and territory updates.
- Establish and maintain reconciliation processes that validate data accuracy against books of record, ensuring integrity through each stage of the acquisition and aggregation process. Provide reliability metrics to stakeholders, including sales management, finance, and senior leadership.
- Oversee the documentation of team processes and procedures, approving exceptions such as overrides and territory changes.
- Partner with distribution partners and product teams to identify and integrate new data sources into existing reporting structures.
- Collaborate with U.S. sales management to define data requirements and deliver solutions that support proactive sales engagement and responsive business decision-making.
- Provide guidance to internal associates, particularly in the interpretation and use of sales data.
- Identify and implement process improvements to enhance efficiency in data acquisition, vendor engagement, and downstream reporting.
- Prepare and deliver concise presentations to senior management, summarizing key findings, issues, and recommendations.
- Demonstrate proactive communication and problem-solving to quickly identify, escalate, and resolve issues impacting service or data quality.
Qualifications
- Minimum of 5 years of experience in asset management data operations or related fields, including at least 3 years in a leadership or supervisory role.
- Demonstrated success in managing external service providers, including escalation to senior leadership when necessary.
- Strong understanding of trading systems, intermediary distribution and managed account platforms, shareholder accounting, and operational transaction systems.
- Demonstrated knowledge of data management practices, stewardship, and relational database principles.
- Proven ability to analyze large data sets, perform reallocations, and deliver actionable business insights.
- Strong business acumen with direct experience in mutual fund operations.
- Excellent organizational, written, and oral communication skills, with the ability to present findings clearly to senior leadership.
- Skilled in setting goals, coaching teams, and aligning work with organizational objectives.
- Ability to manage multiple projects concurrently while maintaining a high level of attention to detail.
- Commitment to discretion and confidentiality in all client and business interactions.
This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
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