SVP, Client Operations

Location

Brookfield Place New York - 250 Vesey Street, 15th Floor

Brookfield Culture

Brookfield has a unique and dynamic culture.  We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader:  Entrepreneurial, Collaborative and Disciplined.  Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.

Job Description

Brookfield is a global asset manager focused on real estate, infrastructure, renewable energy & transition, private equity, credit and insurance solutions (the “Business Groups”) with over $975 billion of assets under management.

The Global Clients Group (“GCG”) provides solutions for investors across the Brookfield Asset Management organization. The GCG also manages institutional relationships and raises capital for Brookfield’s various private funds and client accounts.

The Business Management Team is the team responsible for supporting the process, data, technology, finance, and operational needs of the Global Client Group.  The Business Management Team’s key focus areas include: (i) a dedicated technology and process project management center,(ii) a client operations team inclusive of data management, (iii) strategic business planning and finance team and (iv) a global meeting coordinator team. The team will work with all of the functions across GCG as well as key stakeholders within technology and the Business Groups to deliver strategic and tactical solutions. 

The focus of this role is the strategic development of client operations team that will coordinate operational processes internally across key stakeholders and enhance the client experience ensuring timely and accurate delivery of all client operational needs.  The individual in this role will be accountable for both onshore and offshore (Mumbai) resources. The individual will manage and direct overall team activities, monitor progress, and recommend and implement process changes to improve services and systems.  This role is accountable for both the support of day-to-day functions and longer-term initiatives.  This role involves managing the end-to-end client experience, ensuring smooth and efficient processing of client items, and working closely with various internal teams to address client needs and resolve issues. The ideal candidate will possess strong operational expertise, excellent communication skills, and a proactive approach to problem-solving.

In this role, the candidate will:

• Client Relationship Management:

  • Serve as the primary point of contact for client inquiries related to operational issues, transactions, account management and access to necessary data.

  • Build and maintain strong relationships with the operational contacts at clients, understanding their needs and providing exceptional service.

• Operational Excellence:

  • Oversee the daily operations related to client accounts, including transaction processing, account maintenance, and reporting.

  • Ensure that all operational processes are compliant with regulatory requirements and company policies.

  • Build and maintain strong relationships with external service providers (fund admins, custodians, consultants) to partner effectively in delivering market leading client service.

• Process Improvement:

  • Identify opportunities for process enhancements to improve efficiency, accuracy, and client satisfaction.

  • Understand from the broader industry and peers what is defined as best practices

  • Implement best practices and standardize procedures to streamline operations.

• Coordination with Internal Teams:

  • Collaborate with investment, compliance, and technology teams to address client issues and implement solutions.

  • Facilitate communication between departments to ensure a cohesive approach to client service.

  • Where applicable, establish consistent operational processes that will enable uniform experience across the broader Brookfield

• Issue Resolution:

  • Proactively address and resolve any operational issues or discrepancies related to client accounts.

  • Develop and implement strategies to prevent recurring problems and improve overall client experience.

  • Work with key service providers to ensure accountability as it relates to client needs and deliverables.

• Data Management, Reporting, and Analysis:

  • Monitor and analyze operational metrics t