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Job Description This critical position will be part of a client facing team that supports several large financial service firms in the Wealth Management Industry. The role will establish and maintain internal relationships and, more importantly, establish and maintain external client relationships that drive client and customer satisfaction. You can expect to play a lead role in supporting some of InvestCloud’s most strategic clients. You will be part of the Client Services organization and will be responsible for working with a team to manage complex client inquiries, manage all internal and external service bridges for high priority events and lead client facing calls. In addition, the role requires you to work with internal teams to review, analyze, and provide clients with consultative solutions that address their business needs. What does a great Client Service Lead do? Client Engagement • Build and maintain strong service relationships with key stakeholders within a client’s operations team which leverages APL for portfolio accounting, portfolio management and trading of managed accounts, • Comfortably and independently interact with client stakeholders at any level with the ability to flex based on audience – user, functional manager, senior/executive leadership, • Lead client meetings to keep clients apprised of progress against in-flight tactical initiatives and high visibility/impact support issues, • Lead conversations with clients to understand business / operational needs on the platform and translate those needs into business requirements, • Engage with clients via email, phone and, on occasion, at client offices (<10% travel) Client Support • Proactively monitor client support requests and partner with Customer Operations (the day-to-day support team) to ensure delivery of an excellent support experience, • Be the main point of contact for critical operational issues, some of which may occur outside of business hours, with an ability to respond with a sense of urgency and effectively communicate status updates to internal and client stakeholders, • Manage challenging client issues with empathy and professionalism, • Operate with a sense of calm and practicality in high-pressure situations (e.g., trading issue), • Research complex customer and internal inquiries via building strong product knowledge and by leveraging an internal network of internal resources, • Support and/or manage client communication and validation of all software releases for assigned group of clients, • Manage small to medium sized client initiatives using basic project management skills Client Advocacy • Monitor and report on the operational health of the client – satisfaction with day-to-day support, system performance, and project/initiative status, • Support the client’s project work intake process and effectively partner with teams such as professional services to ensure client project expectations are met, • Analyze system data and processes (e.g., batch processing data) to identify and implement (in partnership with technical and/or operations teams) improvements, • Champion the needs of the client internally while also balancing the needs and priorities of the company – be comfortable managing client expectations directly and professionally, • Collaborate with partners in client success management, operations, technology, product management, product engineering, and professional services to drive client outcomes Additional Success Criteria: • Influence others within the team and cross-functionally (peers and leadership), even without direct reporting authority, • Be highly organized, with the ability to multi-task and to work well under pressure, • Excellent verbal and written communication skills, • Bias towards working independently with strong judgement about when to bring more senior members of the team in for support, • In partnership with direct leadership, support new client prospecting as directed (primarily will be occasional support of service and/or operational components of RFPs, etc.), • Maintain a general understanding of wealth management/managed accounts industry trends and developments Basic Qualifications for Consideration: • Bachelor’s Degree, • Minimum of 10 + years of financial services experience, • Minimum of 8+ years of client facing (B2B) experience, • Expertise in wealth management/managed accounts operations and/or technology, • Knowledge of portfolio accounting/portfolio management/trading platforms (APL experience strongly preferred), • Technical skills in Excel, PowerPoint, Word Preferred Qualifications for Consideration: • Displays initiative and a strong sense of accountability by working through problem resolution, collaboration and creating improvements, • A desire to and experience driving change in a challenging, dynamic, and evolving business environment., • Ability to quickly learn the knowledge of a distinct skill or function and understanding of the organization and work environment, • Good judgement in decision making and achieving results by a strong personal reputation About InvestCloud InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), InvestCloud is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions — complemented by a dynamic data warehouse that scales across the complete wealth continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world. For more information, visit InvestCloud.com. Our Values • Client Connected, • Human Centered, • Technology Forward, • Respect + Integrity Salary Range: $100,000 – $125,000 Benefits include medical/Rx, dental, vision, disability, and life/AD&D insurance plans, Flexible Savings Account (FSA), Health Savings Account (HSA), Employee Assistance Plan (EAP), health advocacy, voluntary ancillary plans (accident, critical illness, hospital indemnity, legal, identity theft, auto/home, and pet insurance), 401(k) retirement savings plan with company match, and paid time off. #LI-HJ1

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