The RCS Client Admin Support Team Lead is a key contributor responsible for guiding and supporting a team of specialists who perform operational functions for the RIA & Custody Services (RCS) division. This role requires a detail-oriented professional with experience in RIA and IBD back-office operations. The Team Lead will assist in daily operations, provide subject matter expertise, and drive process improvements while maintaining service excellence. **Key Responsibilities** + Oversee daily operational activities including person onboarding, offboarding and maintenance while ensuring accuracy and timeliness. + Maintain and improve operational dashboards providing metrics to leadership team for capacity and resource planning + Manage day-to-day service operations, developing and/or delivering a plan and outcomes for a service operations area with guidance from senior colleagues. + Contribute to the development of annual and longer-term business plans; forecast performance against business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Manage and report on the performance of a substantial, diverse team; set appropriate performance objectives for direct reports or project/account team members and hold individuals accountable for achieving them; take appropriate corrective action where necessary to ensure the achievement of team/personal objectives. + Identify shortcomings in existing business practices, then suggest and implement improvements while developing and delivering projects or a work stream within the organization's change management program. Involves working with guidance from senior colleagues. + Develop procedures and interpret and apply policy for area of expertise to achieve specified outputs, or advise the wider business on application of policy, then monitor implementation of those procedures within the organization. + Develop and/or deliver budget plans with guidance from senior colleagues. + Perform operational processing tasks to support team workload and maintain service levels. + Use the organization's formal development framework to identify the team's individual development needs. Plan and implement actions, including continuing professional development specified by professional or regulatory institutions, to build their professional capabilities. Provide informal training or coaching to others throughout the organization in own area of expertise to enable others to improve performance and fulfill personal potential. + Monitor and review performance and behaviors within area of responsibility to identify and resolve noncompliance with the organization's policies and relevant regulatory codes and codes of conduct. + Promote a team-oriented environment that encourages innovation and continuous improvement. + Participate in special projects and cross-functional initiatives as assigned. + All other duties as assigned **Skills:** + Uses comprehensive knowledge and skills to work independently while providing guidance and training to others on planning, organizing, prioritizing and overseeing activities to efficiently meet business objectives. + Uses expertise to serve as the organizational authority on meeting high customer service standards.Works at an advanced level to shift into and out of a mental mindsets associated with assessing the facts and circumstances of the current situation and/or environment and making the appropriate/innovative adjustments to thinking and work habits to thrive in any scenario. + Typically works independently and provides guidance. + Applies comprehensive knowledge and skills to independently manage and apply safe systems of work while providing guidance and training to others + Uses comprehensive knowledge and skills to negotiate independently while providing guidance and training to others on how to help the organization by obtaining consensus between two or more internal or external parties who may have different interests. **Abilities** + Work effectively in a fast-paced, results-driven environment. + Adapt quickly to changing priorities and business needs. + Manage multiple tasks while maintaining high quality standards. + Collaborate across departments to support operational goals. **Education & Previous Experience** + Bachelor’s degree in a related field and three (3) or more years of relevant experience in operational support within financial services. + Experience supporting RIA and IBD operations is preferred. + Prior experience in a lead or mentorship role is a plus.