Company Overview

Incedo is a US-based consulting data science and technology services firm with over 3000 people helping clients
from our six offices across US Mexico and India. We help our clients achieve competitive advantage through
end-to-end digital transformation. Our uniqueness lies in bringing together strong engineering data science and
design capabilities coupled with deep domain understanding. We combine services and products to maximize
business impact for our clients in telecom Banking Wealth Management product engineering and life science
& healthcare industries.
Working at Incedo will provide you an opportunity to work with industry leading client organizations deep
technology and domain experts and global teams. Incedo University our learning platform provides ample
learning opportunities starting with a structured onboarding program and carrying throughout various stages of
your career. A variety of fun activities is also an integral part of our friendly work environment. Our flexible
career paths allow you to grow into a program manager a technical architect or a domain expert based on your
skills and interests.
Our Mission is to enable our clients to maximize business impact from technology by

• Harnessing the transformational impact of emerging technologies
• Bridging the gap between business and technology

Role Description

We are looking for an experienced Service Lead to join our advisor technology platform team and support the primary liaison function between financial advisors and our internal operations data sales and implementation teams. This is a high-impact client-facing role for someone who thrives at the intersection of wealth management technology and service excellence.

You will play a critical supporting role in the advisor service experience helping to diagnose pain points executing on service processes triaging data and platform issues and ensuring advisors receive timely high-quality support. This role is ideal for someone with a solid wealth management foundation who is looking to grow into a senior service leadership position.

Advisor Service & Relationship Management

• Support as a key point of contact for advisor inquiries escalations and ongoing service needs
• Identify and help resolve advisor pain points related to platform functionality data quality and reporting
• Develop trusted relationships with advisors to ensure high satisfaction adoption and retention

Issue Triage & Cross-Functional Coordination

• Triage and route service issues across data operations sales and the platform implementation team with urgency and clarity
• Act as the connective tissue between advisors and internal teams translating advisor needs into actionable tickets and resolution paths
• Track open issues and ensure timely resolution; maintain accountability across stakeholders

Process Design & Service Operations

• Execute on the established service model for advisor-facing support contributing to the refinement of intake triage escalation and resolution workflows
• Contribute to playbooks FAQs and self-service resources to reduce recurring issues and improve advisor independence
• Track and report on service KPIs including response times resolution rates and advisor satisfaction

Platform & Data Support

• Support advisors in navigating client and advisor portal features reporting tools and data integrations
• Identify recurring data quality issues and partner with the data and operations teams to implement upstream fixes
• Stay current on platform product updates and ensure advisors are informed of changes that affect their workflows

Key Competencies

• Advisor Empathy You understand the pressures advisors face and advocate relentlessly on their behalf
• Structured Problem Solving You bring order to ambiguity and can break complex issues into clear actionable steps
• Cross-Functional Influence You work effectively across teams without direct authority and can align stakeholders quickly
• Process Orientation You dont just solve problems; you build systems to prevent them from recurring
• Platform Fluency Youre comfortable navigating technology platforms and can quickly get up to speed on new tools

Nice-to-have skills

Qualifications

• 58 years of experience in a client service relationship management or service lead role within wealth management
• Prior experience at a broker-dealer TAMP (Turnkey Asset Management Platform) or custodian in a client-facing capacity
• Exposure to or participation in service process improvement in a financial services environment
• Hands-on familiarity with advisor and client portals and the workflows advisors rely on day-to-day
• Strong working knowledge of financial data concepts including account aggregation performance reporting portfolio data and custodial data feeds
• Proven ability to triage and manage complex multi-stakeholder issues to resolution
• Excellent written and verbal communication skills; ability to translate technical issues for non-technical advisors and vice versa

Company Value

We value diversity at Incedo. We do not discriminate based on race religion color national origin gender sexual orientation age marital status veteran status or disability status.