Platform Documents & Data Operations – Team Lead – Vice President

Platform Documents & Data Operations – Team Lead – Vice President

Requirements

• 10+ years of leadership experience in operational management, document processing, data operations, or a related field
• Experience managing data operations or document workflows within a complex platform environment, ideally in financial services or fintech
• Strong working knowledge of SQL, and experience with Power BI, VBA, or similar tools
• Able to solve complex problems, find patterns in chaos, and turn ambiguous issues into structured, repeatable solutions
• Can balance big-picture thinking with a bias toward hands-on execution
• Experience leading a team or is ready to step into team leadership with confidence
• Clearly communicates and works well across technical and non-technical stakeholders

Responsibilities

• Own the end-to-end process for investor statements and tax documents, from data intake to final delivery, ensuring completeness, accuracy, and timeliness.
• Manage and mentor a team of 4–6 people, providing structure, support, and direction on both day-to-day execution and long-term improvement initiatives.
• Collaborate across product, engineering, and third-party administrators to ensure our platform reflects the most up-to-date and accurate investor data.
• Build dashboards, reporting tools, and automated workflows to monitor document flow and highlight operational issues before they become client problems.
• Use tools like SQL, Power BI, and VBA to identify inconsistencies, track bottlenecks, and drive platform-wide reliability improvements.
• Design scalable remediation frameworks to reduce manual triage, improve audit compliance, and clear data backlogs.
• Advocate for improvements in platform features and workflows, informed by frontline exposure to data issues and client needs.

Preferred Qualifications

No preferred qualifications provided.