Operations Lead and Client Partner Job at Parker Bridge (Whangarei)

Operations Lead and Client Partner

Operations Lead and Client Partner – Role Description. Lead the accounting team ...

Location

New Zealand , Whangarei

Salary:

Not provided

Parker Bridge

Expiration Date

Until further notice

Requirements

Strong leadership experience in a public practice environment
As a CPP, you're authorised to sign off work
Your CA designation brings credibility, current expertise, and commitment to high standards
Excellent communication and client relationship skills
Proven ability to manage workflow, deadlines, and team capacity across varied service lines
A strategic mindset with experience delivering commercial advice and driving advisory growth
Experience working with or managing outsourced accounting resources
High attention to detail and quality in both compliance and advisory outputs
Proactive mindset – you anticipate needs and take initiative without being asked
Confidence in identifying new business opportunities and nurturing prospects into long-term clients

Job Responsibility

Lead the accounting team to deliver high-quality compliance and advisory services - overseeing workflow, team capacity, and outsourcing efficiency while driving profitability, client satisfaction, and continuous improvement
Lead Operations Team
Client Relationship Management
Outsourcing Efficiency & Oversight
Accounting & Compliance Delivery
Team Development & Upskilling
Cross-Functional Support

What we offer

The firm provides access to formal and informal training and development opportunities

Fulltime

Head of Client Operations and Partner Solutions

We are seeking a highly experienced and strategic Head of Client Operations and ...

Location

United States , New York

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

10+ years of progressive experience in Operations, Business Process Management, or Program Management, with at least 4 years in a senior leadership role
Specialized knowledge of the wealth management industry to ensure operational strategies align with the needs of leading financial advisors and institutions
Proven track record of building and scaling high-volume operations teams in a B2B SaaS or fintech environment
Exceptional analytical skills with the ability to use data-driven insights from tools like Looker to identify trends and translate them into executable plans
Direct experience leading system migrations and proficiency in managing a tech stack that includes Salesforce, Showpad, and Workramp
Entrepreneurial mindset with the ability to define and oversee go-to-market release plans while maintaining Addepar’s status as a disruptive leader
Excellent communication and probing skills, with the ability to simplify complex partner needs and overcome objections
Willingness to travel approximately 15-20% to manage international partner networks and maintain key account alliances

Job Responsibility

Strategic Operational Execution: Define and execute the operational strategy for client and partner management, aligning with the company’s overall commercial objectives while maintaining Addepar’s status as a disruptive leader in Financial Technology
Relationship & Alliance Programs: Develop key account alliances and relationship programs designed to produce sales opportunities, drive revenue, and amplify Addepar’s brand in the community
Go-To-Market (GTM) Oversight: Serve as a key stakeholder for partnership messaging, positioning, and packaging , while defining business requirements and overseeing the GTM strategy and release plans
Relationship Management: Serve as the lead relationship manager with partners throughout their lifecycle, defining engagement handoffs to internal business stakeholders to ensure seamless transitions
Performance Metrics & Monitoring: Establish and report on key operational metrics like Time-to-Value and CSAT, while simultaneously monitoring programs to assess real-world sales impact and the overall success of the alliance
Process Standardization & Documentation: Develop and optimize standardized delivery processes (SOPs) for internal and partner engagements while curating internal documentation and stakeholder communication throughout the project lifecycle
Systems & Automation: Identify bottlenecks and champion process re-engineering , utilizing PRM tools to facilitate collaboration and working with R&D to build an AI-native onboarding experience
Team Leadership & Cross-Functional Collaboration: Lead a team of analysts and relationship managers while establishing stellar relationships with cross-functional teams in sales, product, and marketing to operate successful programs

SAP Supply Chain and Operations Lead

Within Accenture’s SAP practice, we bring the New to life using design thinking,...

Location

Ireland , Dublin

Salary:

Not provided

Accenture

Expiration Date

Until further notice

Requirements

Expertise in SAP Manufacturing & planning solutions
Ability to design, set-up and test SAP Manufacturing & planning solutions
Ability to ensure seamless integration between SAP Modules and Third-Party Systems
Experience working with project teams, team leaders, project delivery leads and client partners
Ability to provide expert guidance to clients on Supply Chain processes using SAP technology
Ability to develop positive client relationships and gain trust of key advisors
Ability to make business cases for SAP technology
Willingness to pitch in on sales efforts
Commitment to continuous learning in technical SAP and business expertise
Skills in design thinking, agile development methodologies

Job Responsibility

Build SAP Manufacturing solutions that transform clients’ supply chain & MFG systems
Design, set-up and test SAP Manufacturing & planning solutions whilst ensuring seamless integration between SAP Modules and Third-Party Systems
Work with the project team, team leaders, project delivery leads and client partners to create stand-out SAP Manufacturing solutions
Provide expert guidance to clients on Supply Chain processes using SAP technology
Develop positive relationships with clients and gain the trust of key advisors
Make the business case for the latest SAP technology’s recommended to the client
Pitch in on sales efforts when needed
Continue to learn and develop your technical SAP and business expertise

Fulltime

Client Operations Lead

The Client Ops Lead plays an active role in leading and running the agency opera...

Location

China , Shanghai

Salary:

Not provided

Hogarth

Expiration Date

Until further notice

Requirements

Extensive client servicing experience, managing accounts/teams for a multinational creative agency
Good understanding of Greater China business culture and ways of working
and being able to integrate that with a worldwide MNC culture
Able to work with global counterparts in the business (eg. Operations Director, Managing Director, SMEs)
Strategic thinker who can proactively and consistently provide various scenarios to achieve our ambitions and needs
Flexible leader who can operate at various levels of leadership
Excellent clients management skills, including direct clients and partner agencies
Highly organized, meticulous, client-focused and proactive
A collaborative, empathetic and visionary leader
Able to lead a team of 30+ people (FTE/FTC) and up to additional freelancers at any given time.

Job Responsibility

Client and Key Stakeholder Management: Possess a strong understanding of and consistently deliver against all contractual obligations, commercial arrangements, KPIs and SLAs with the Client
Build strong, trusting relationships with key stakeholders, manage perceptions and expectations
Conflict resolution
Operational planning and reviews
The Work: Possess a solid understanding of production processes and the environment and infrastructure in which production professionals succeed
Immerse into client’s business and proactively look for opportunities to enhance service levels
Able to interpret insights into a persuasive point of view using agency data relating to planning and tracking deliverables, budgets and resourcing
Resource Management: Ensure teams are engaged and motivated to perform
Recruiting and staffing
Plan and coordinate training/onboarding for incoming and existing teams

Client Operations Lead

We’re looking for a project manager with a proven track record of delivering com...

Location

United States

Salary:

Not provided

Terra

Expiration Date

Until further notice

Requirements

At least 4 years of experience in a fast-paced agency environment
Experience leading cross-functional project teams and managing client communications end to end
Skilled at managing deadlines, dependencies, and shifting priorities
Comfortable leading client conversations, asking thoughtful questions, and translating abstract goals into actionable plans
Proactive, resourceful, and unafraid to dive into the details
Flexible and fast-moving, able to switch contexts easily while maintaining focus and clarity
Experienced with project management tools like ClickUp, Asana, or Airtable
Primarily based in Eastern Time hours (9:00am–6:00pm ET), with flexibility to meet with clients and collaborate with international team when needed

Job Responsibility

Own the successful delivery of projects across your book of accounts, from kickoff through completion
Build strong, trust-based relationships with clients and act as a strategic partner
Proactively surface opportunities, risks, or gaps to clients before they become problems
Lead cross-functional teams spanning strategy, content, design, paid media, and web development
Be an advocate for both the client and the team, balancing empathy with accountability
Create and maintain structured project plans, timelines, and trackers
Lead recurring client meetings with clarity and confidence
Ensure on-time delivery of all work
Gather client inputs, approvals, and feedback efficiently
Communicate actively and transparently with internal teams and clients in real time

What we offer

Unlimited paid time off
4 mental wellness days per year
100% company funded health insurance, with dental and vision options
401(k) plan
Permanent remote work option
Summer Fridays (office closes at 3:00 PM) and Fall/Winter/Spring Fridays (office closes at 5:00 PM)
Monthly wellness stipend
Quarterly employee appreciation gift
One-time reimbursement for work from home equipment
Monthly team bonding sessions / happy hours

Fulltime

Digital Asset Custody - Operations Client Experience Lead

Citi is revolutionizing the future of digital asset management and blockchain in...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive leadership experience in digital operations, technology, or financial services, with a direct focus on digital assets, blockchain, or distributed ledger technologies, ideally at a global institution
Deep and comprehensive understanding of crypto and blockchain fundamentals (e.g., Bitcoin, Ethereum, Hyperledger), various consensus mechanisms, decentralized finance (DeFi), smart contracts, and major token standards (ERC-20, ERC-721, etc.)
Proven ability to navigate and explain complex blockchain architectures
Exceptional track record of designing, implementing, and scaling complex operational processes within highly regulated environments
Extensive experience with back-office operations, settlement, reconciliation, and managing operational functions from conception to execution
Expert comprehension of the current and emerging global regulatory landscape for digital assets, with a proven ability to strategically translate regulatory requirements into actionable operational and technical solutions
Demonstrated experience in building and managing client service functions, with a strong focus on proactive risk management and client relationship management within a fast-evolving technological domain
Exceptional executive leadership, communication, and interpersonal skills, with a proven ability to influence, negotiate, and collaborate with senior stakeholders across all levels of the organization and external partners
Superior analytical and problem-solving skills, with a demonstrated ability to analyze highly complex issues, identify root causes, and implement innovative, scalable, and sustainable solutions
A profound understanding and demonstrated ability to embed robust risk awareness and stringent control discipline into daily custody operations, ensuring the secure and compliant handling of client assets in a dynamic digital environment

Job Responsibility

Lead the establishment and scaling of a dedicated client service function from inception, designed to proactively and reactively manage client transactions, queries, and mitigate crypto custody-related network risks
Provide executive leadership for the daily operations of the digital asset settlements team, ensuring accurate, secure, and timely transaction processing across diverse blockchain networks
Manage, mentor, and develop a high-performing team, fostering a culture of accountability, collaboration, innovation, and operational excellence
Serve as the primary senior escalation point for highly complex settlement exceptions, critical blockchain transaction failures, and intricate reconciliation issues, driving timely resolution and ensuring paramount client satisfaction
Oversee the design, implementation, and rigorous adherence to advanced risk and control frameworks, ensuring comprehensive compliance with internal policies, evolving industry standards, and global regulatory requirements
Drive strategic collaborations with technology and product teams to identify, architect, and implement advanced process automation, sophisticated workflow improvements, and enhanced reporting capabilities
Act as a leading Subject Matter Expert (SME) for blockchain-based settlements, providing expert guidance on the operational impacts of new products, protocols, and significant regulatory developments to internal and external stakeholders
Partner closely with the Head of Digital Asset Operations to execute pivotal strategic initiatives, including major technology migrations, comprehensive process re-engineering efforts, and new product rollouts across the digital asset ecosystem
Establish and maintain exemplary governance and documentation standards, ensuring all operational procedures, detailed risk assessments, and robust contingency plans are current and effectively communicated
Monitor, analyze, and report on key operational metrics, Service Level Agreements (SLAs), and Key Performance Indicators (KPIs), implementing proactive measures to continuously maintain and elevate service levels

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Regional Head – Client Services and Operations

Location

United Kingdom , Bristol

Salary:

Not provided

360 Resourcing Solutions

Expiration Date

Until further notice

Requirements

You have a strong grounding in financial planning processes and client servicing models within a regulated environment
You have significant experience leveraging MI and data to drive performance, insight and strategic decision-making
You're experienced working with operational systems and platforms
You have an excellent understanding of regulatory frameworks and their application within operations
Your highly skilled at AI, process simplification and driving continuous improvement to improve efficiency and service
You are a highly effective communicator with the ability to influence and engage senior stakeholders and teams
You have strong leadership presence, with a track record of coaching and developing high-performing teams
You have a strategic mindset, capable of shaping direction and translating strategy into execution
You are a resilient leader with experience navigating and driving organisational change
Your leadership style is collaborative, fostering collective success across the business

Job Responsibility

You will inspire, lead and develop a high-performing team of Paraplanners and Administrators
You will partner with Regional IFA leadership to deliver exceptional client outcomes
You'll support resolution of complex operational queries
You'll enjoy driving continuous improvement and efficiency across the region
You will ensure a strong compliance culture aligned to FCA standards

Vice President, Client Onboarding Lead Analyst, Operations

The Client Onboarding Lead Analyst is a strategic professional who stays abreast...

Location

Japan , Tokyo

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Previous experience in documentation review, account maintenance and related cash products
Bachelor's degree in finance or economy
Good interpersonal communication skills
Able to communicate with internal and external business partners
Consistently demonstrates clear and concise written and verbal communication skills
Demonstrated Project management skill including financial cost management skills
Advanced execution skills in a prioritization mode
Exposure to Customer Service and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to interact confidently with senior management and / or regulators

Job Responsibility

Responsible for customer interaction, documentation issuance, review and system setups
Demonstrates high level of diligence, motivation and organizational skills
Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
Performs day to day management of the account opening and maintenance processing, including daily management of in-process, pended, and service related activities, ensuring account opening requirements are clearly defined to support all scenarios of account opening and maintenance requirements, to include delivery of very high quality service to customers and internal partners
Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
Determines new work procedures, analyzes complex and variable issues with significant departmental impact
Understands client requirements and implements them correctly
Understands new customer requirements and ensures adequate support to new customer requirements and initiatives
Monitors customer satisfaction and service level and drives process changes
Provides innovative solutions to clients

Fulltime

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Operations Lead and Client Partner

Job Description

Job Responsibility

Requirements

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What we offer

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