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Manager Client Reporting Jobs in Texas (NOW HIRING)

SPS North America

Client Services Manager

Westlake, TX · On-site

Client Service Manager Reports To: The Client Service Manager will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership. Job Overview: The Client Service ...

SPS North America

Client Services Manager

Westlake, TX · On-site

Client Service Manager Reports To: The Client Service Manager will report to the Client Manager, Client Director, Managing Vice President, or equivalent leadership. Job Overview: The Client Service ...

TDIndustries

Client Success Coordinator

Dallas, TX · On-site

$18 - $24.25/hr

Support client reporting and data entry in CRM and CMMS systems, ensuring accurate and current account information. * Assist with proposal preparation, contract renewals, and documentation for ...

TDIndustries

Client Success Coordinator

Dallas, TX · On-site

$18.25 - $24.25/hr

Support client reporting and data entry in CRM and CMMS systems, ensuring accurate and current account information. * Assist with proposal preparation, contract renewals, and documentation for ...

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Manager Client Reporting information

What does a Manager Client Reporting do?

A Manager Client Reporting oversees the creation, review, and delivery of financial or performance reports to clients, ensuring accuracy and clarity. They coordinate with internal teams to gather data, analyze trends, and present findings in a way that meets client requirements and regulatory standards. This role often involves improving reporting processes, managing a team, and acting as a primary point of contact for clients regarding reporting matters. Their goal is to provide clients with timely, insightful information to support business decisions.

What are the key skills and qualifications needed to thrive as a Manager Client Reporting?

To thrive as a Manager Client Reporting, you need expertise in financial analysis, reporting, and data management, typically supported by a degree in finance, accounting, or a related field. Familiarity with reporting tools such as Excel, Power BI, Tableau, and financial systems like SAP or Oracle is essential, and professional certifications like CFA or CPA are advantageous. Strong attention to detail, communication, and leadership skills help manage teams and deliver clear, accurate reports to clients. These skills ensure that client deliverables are accurate, insightful, and timely, supporting client satisfaction and compliance with industry standards.

How does a Manager Client Reporting typically collaborate with internal teams to ensure accurate and timely delivery of client reports?

A Manager Client Reporting regularly works with teams such as operations, finance, IT, and client services to gather data, verify information, and resolve discrepancies before reports are delivered to clients. Effective communication and coordination are essential, as deadlines are often tight and data needs can be complex. The manager may lead meetings, clarify requirements, and implement process improvements to streamline reporting workflows. This cross-functional collaboration helps ensure that client reports meet quality standards and client expectations.

What is the difference between Manager Client Reporting vs Client Service Manager?

AspectManager Client ReportingClient Service Manager
Primary FocusPreparing and analyzing client reports, data accuracy, reporting processesManaging client relationships, service delivery, client satisfaction
Required SkillsData analysis, reporting tools, financial knowledgeCommunication, client management, problem-solving
Work EnvironmentFinance, banking, investment firmsFinancial services, consulting, asset management
CertificationsFinancial certifications (e.g., CFA, CPA) often preferredCustomer service or client management certifications beneficial

While both roles involve client interaction, Manager Client Reporting primarily focuses on data analysis and report preparation, whereas Client Service Managers emphasize maintaining strong client relationships and service quality. Understanding these differences helps in choosing the right career path or job search focus.

What are popular job titles related to Manager Client Reporting jobs in Texas?

For Manager Client Reporting jobs in Texas, the most frequently searched job titles are:

What job categories do people searching Manager Client Reporting jobs in Texas look for?

The top searched job categories for Manager Client Reporting jobs in Texas are:

What cities in Texas are hiring for Manager Client Reporting jobs?

Cities in Texas with the most Manager Client Reporting job openings:

Manager Client Reporting jobs near you
Infographic showing various Manager Client Reporting job openings in Texas as of July 2026, with employment types broken down into 93% Full Time, 5% Part Time, and 2% Contract. Highlights an 82% In-person, 4% Hybrid, and 14% Remote job distribution.

Application Development Manager - Portfolio Management Group

Fisher Investments Careers

Garland, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

This job post has expired 1 day ago. Applications are no longer accepted.

Job description

It's an exciting time to join Fisher Investments; we're investing in the future of our firm's technology and information security. TThe Portfolio Management Data & Reporting Technology team is pleased to announce an opportunity to join the group as an Application Development Group Manager leading the Fisher Investments Portfolio Management Data & Reporting Technology team.

The Opportunity:

The Portfolio Management Data & Reporting Technology team identifies, implements, and supports software solutions with focus on portfolio holdings, transactions and performance data management and client reporting. These solutions allow Portfolio Management business groups to perform their jobs, gain insight into their own processes and clients, and solve the problems they encounter while supporting their clients' goals. We are building reliable, scalable, consistent systems to securely deliver meaningful data, while following guidelines that comply with company and regulatory data handling practices.

The Application Development Group Manager will work with multiple partners to understand opportunities, architect solutions, deliver and support the working applications. You will be responsible for end-to-end delivery by the team and consulting partners. You will report to the Vice President of Portfolio Management Technology.

The Day-to-Day:

  • Collaborate with our users, technology leaders, and other partners to understand our priorities and translate them into relevant engineering roadmaps that use existing and new technology
  • Manage the team, including the hiring, development and terminations of a team of up to 10 employees
  • Ensure robust, scalable, secure, and compliant architecture of Portfolio Management Data & Client Reporting platforms
  • Set and build a strategy for Portfolio Management Data & Reporting Technology with a focus on enhancing end-user experience through self-service solutions, speed of delivery, and high-quality results
  • Prioritize work requests to meet business desires and needs by assigning staff and overseeing delivery
  • Lead the implementation of technical solutions and promote process for software development and support
  • Define important KPIs demonstrating efficient and effective use and use of the application portfolio that you manage
  • Reduce risk to our organization by implementing governance and security controls in partnership with the Enterprise Risk Management, Data Privacy Office, Legal & Compliance Departments, Information Security, Infrastructure and related teams

Your Qualifications:

  • Minimum of 10 years of experience in leading Wealth Management Technology teams with focus on Portfolio Management Data and Client Reporting
  • Experience leading and coaching technology teams and improving team's overall performance
  • Experience in stakeholder management across business and technology
  • Experience eliciting and representing a business group's technology needs through requirements, project management, and software delivery
  • Demonstrated experience driving technology innovation, developing and accomplishing technology roadmaps, and delivering measurable improvements
  • Experience with the full software development lifecycle, from strategy to development, deployment, and support
  • Experience with cloud-based data platforms in Microsoft Azure including services such as Azure Data Factory, Azure Data Lake Storage, Azure SQL, Azure Functions, Key Vault
  • Experience with API design standards including resource modeling, authentication and authorization and error handling
  • Experience with industry standard Wealth Management Client Reporting solutions
  • Familiarity with Databricks and medallion architecture is a strong plus
  • Bachelor's degree or equivalent combination of education/experience

Why Fisher Investments:

We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:

  • 100% paid medical, dental and vision premiums for you and your qualifying dependents
  • A 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
  • This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

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