Senior Manager, Unclaimed Property

Company Description

MarketSphere Unclaimed Property Specialists has been a trusted partner to public and private companies across various industries since 2002. Known for its consultative and cost-effective approach, MarketSphere's expert advisors develop tailored strategies to help businesses achieve compliance with unclaimed property laws while reducing operational impacts. The firm specializes in comprehensive services such as audit defense, voluntary disclosure agreements, risk assessments, owner reunification, and annual reporting. With a focus on long-term compliance, MarketSphere’s Just Right Compliance® approach empowers clients to safeguard their financial health while remaining focused on core business objectives.

Role Description

As a Senior Manager, you will be a dynamic and proactive individual who will work closely with practice leaders to ensure client project profitability, streamlined processes, and maintenance of strong client relationships. You will also play a crucial role in developing and supporting team members, monitoring industry trends, and driving business development. This is an opportunity to play a critical role in maintaining and advancing the practice's operational success and client satisfaction.

Responsibilities:

• Collaborate with practice leaders to monitor client project profitability and provide recommendations for continuous improvement.
• Act as a subject matter expert and ensure quality control for all projects. Stay updated on industry trends through research, news, and educational materials, with a focus on the unclaimed property landscape.
• Identify and implement improvements in practice processes, tools, and deliverables, ensuring collaboration with other practices and the Innovation Center for proper execution.
• Ensure client solutions are delivered on time, within budget, and with high quality while continuously seeking improvements.
• Monitor client satisfaction, ensuring a high level of service and project outcomes while creating and maintaining a strong relationship with client buyer contacts.
• Manage both team and personal chargeability to maintain efficient resource allocation.
• Obtain referrals and reference letters from satisfied clients to support business growth.
• Create content by authoring blogs and webinar annually, ensuring high accuracy and expertise in relevant topics.
• Assist with the creation and review of pricing, SOWs and addendums.
• Identify and track cross-selling opportunities with clients.
• Assist with the recruitment and onboarding of both new and experienced hires.
• Work with team members to identify career development paths and ensure skills are aligned with project and organizational requirements.
• Educate and foster deep subject matter expertise across the team, contributing to ongoing professional development.

Requirements:

• Strong client relationship management skills with the ability to lead calls and correspondence
• Proficiency in Excel, and other practice management tools
• In-depth knowledge of Annual Compliance & Consulting processes and the ability to manage key project deliverables
• Project management and planning expertise
• Excellent written and verbal communication skills
• Experienced in mentoring junior staff and collaborating with senior leadership
• Strong business development and cross-selling acumen