Reconciliation Team Lead | Wealth Management

Seeking an experienced Reconciliations Team Lead with 4-10 years of experience in wealth management or financial services. This role is responsible for leading a team of analysts in performing timely and accurate reconciliations of cash, positions, and transactions across multiple accounts and systems. The ideal candidate will have a strong understanding of reconciliation processes, controls, and best practices and be able to balance hands-on production work with team leadership responsibilities.

QUALIFICATIONS

• Bachelor's degree in Finance, Accounting, Economics, or related field.
• 4-10 years of reconciliation experience within wealth management, asset management, or financial services.
• Prior team lead, supervisory, or mentorship experience required.
• Strong understanding of cash and position reconciliations, settlements, and operational controls.
• Proficiency in reconciliation and portfolio accounting systems; advanced Excel skills required.
• Highly detail-oriented with strong analytical, problem-solving, and organizational skills.
• Excellent verbal and written communication skills, with the ability to collaborate across teams.

This role will sit HYBRID out of New York, NY