As a Client Portfolio Manager, you will lead a compact team to deliver financial operations solutions to your client portfolio. In this role, you will drive client relationships, ensure quality delivery across your portfolio, and continuously improve how your team operates. 

Your primary purpose is to bring financial clarity and peace of mind to small businesses so they can focus on their passions and grow with confidence.

You will be a "builder," creating and proving out a new team model. This role requires a challenger mindset and a comfort with ambiguity, as you will operate without a fully mapped playbook, making judgment calls and iterating as the model evolves.

Core Responsibilities

• Own and deliver client work across your portfolio, working directly alongside associates to ensure quality, coordinate priorities, and meet deadlines.
• Lead and develop associates, setting