Manager Client Reporting Service

WELLS FARGO ASSET MANAGEMENT HOLDIN • Milwaukee, WI • 1h ago

JOB REQUIREMENTS: Manager, Client Reporting Service Delivery Location
US-WI-Milwaukee ID 2026-1238 Position Type Full-Time Additional
Locations US-NC-Charlotte Category Operations Overview The Manager,
Client Reporting Service Delivery leads the quality control, service
management, and reporting intake functions for Client Reporting. This
role ensures reporting deliverables are onboarded and delivered
accurately, on time, within a strong control environment, and in
alignment with client expectations, internal standards, and operational
risk requirements. We currently operate in a hybrid working model,
whereby you will be required to work in-office 4 days per week.
Location(s): Milwaukee, WI, or Charlotte, NC Responsibilities Lead and
develop a high-performing team responsible for intake management,
quality control, and service delivery coordination. Foster a culture of
accountability, collaboration, and high-quality execution. Oversee
review of high-risk, customized, or complex client reports prior to
distribution. Ensure reporting outputs comply with client requirements,
internal policies, governance standards, and audit expectations.
Establish and maintain quality review procedures, validation controls,
checklists, and approval standards across recurring and ad hoc
reporting. Serve as the central intake lead for institutional reporting
requests, inquiries, changes, and escalations. Manage request triage,
prioritization, assignment, and workflow to ensure timely and effective
execution. Oversee service queues, reporting calendars, SLAs, capacity
planning, and workload balancing across the team. Qualifications
Required Qualifications Bachelor\'s degree in Finance, Business,
Economics, or a related field. 7+ years of experience in institutional
client reporting, investment operations, performance reporting, asset
management operations, or a related financial services function. 3+
years of people management, team leadership, or functional oversight
experience. Strong understanding of institutional client reporting,
investment data, performance reporting, holdings reporting, benchmark
reporting, and client deliverables. Demonstrated experience managing
quality control, service intake, workflow management, governance, or
operational controls. Proven ability to manage escalations, influence
stakeholders, and drive outcomes across cross-functional teams. Strong
attention to detail, service excellence, communication skills, and risk
awareness. Ability to work independently and collaboratively in a
cross-functional environment. Ability to work at a computer and use
standard business software for... For full info follow application
link. We are an Equal Opportunity/Affirmative Action Employer. We
consider all qualified applicants for employment regardless of age,
race, color, national origin, sex, religion, veteran status, disability,
sexual orientation, gender identity, or any other protected status.
*** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/F5C5313C96814506

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