Head of Client Portfolio Management (CPM) Operations - Brooklyn Investment Group

Job description

Head of CPM, Brooklyn Direct Indexing Build and scale the operational backbone supporting our client portfolio management and client service functions. This role owns the design, execution, and evolution of PM and CPM-adjacent servicing workflows and serves as a key partner to Portfolio Managers, Client Portfolio Managers, Engineers, and Client Service leadership. Lead high-visibility initiatives that improve accuracy, reduce risk, and enable the firm to scale efficiently as assets and client complexity grow. You will also oversee a team of client-facing professionals. Key Responsibilities and Duties: Own the end-to-end operational framework supporting client portfolio management and client servicing, including controls, exception management, and escalation protocols Define operating standards and service models aligned with investment processes and client expectations Establish controls, reporting, and governance to reduce operational risk and increase transparency Serve as the primary operational partner to Client Portfolio Managers on complex servicing and exception-related issues Oversee a team of Client Service professionals Cross-Functional Execution Project manage complex, c...