Senior Manager, Global Client Services - Mumbai

Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 90-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is “Top 12 Ranked Consultant (2009-2024)” in P&I survey 2024 with $962 billion in assets under advisement (as of December 31, 2025) and $376.9 billion in assets under management (as of December 31, 2025) for clients in 30 countries. Headquartered in Seattle, Washington in the United States, Russell Investments has offices around the world, including London, New York, Toronto, Sydney, Tokyo, Shanghai – and has opened a new office in Mumbai, India in June 2023.

Joining the Mumbai office is an incredible opportunity to work closely with global stakeholders to support the technology and infrastructure that drives the investment and trading processes of a globally recognized asset management firm. Be part of the team based out of Goregaon (East) and contribute to the foundation and culture of the firm’s growing operations in India. The Mumbai office operates with varying shifts to accommodate time zones around the world.

For more information, please visit https://www.russellinvestments.com.

The Senior Manager, Global Client Services – Mumbai leads Russell Investment’s Mumbai-based Client Service team, a key global hub supporting client servicing, reporting, and client execution across asset management client segments. This role is responsible for delivering high-quality, timely client materials and enabling effective client engagement, retention, and growth.

Operating in a global, highly matrixed environment, this role partners closely with Client Service and Distribution teams across the Americas, EMEA, and APAC to ensure consistent service delivery and alignment with global priorities. This role also contributes to the ongoing evolution of the client service operating model, with a focus on scalability, efficiency, and continuous improvement.

This is a player-coach leadership role combining oversight of a multi-functional team with direct involvement in high-priority client deliverables, while building a high-performing, globally integrated team. This position combines leadership with operational oversight, including capacity planning, workflow management, and continuous process improvement.  while promoting cross-regional collaboration, supporting best practice sharing, and contributing to global initiatives focused on service optimization and process enhancement.

GTM Support & Client Service Delivery

• Oversee day-to-day execution of client servicing deliverables in close partnership with matrix manager in respective regions (Americas, EMEA, APAC), including:

  • Supporting client-facing associates with preparation of investment review presentations, data, reporting, and follow-ups critical to client satisfaction and retention.

  • Coordination with client-facing teams to establish, maintain, and update client data, files, and accounts across internal systems and external vendors, as applicable.

  • Serving as subject matter expert for file management system (IBM P8) and CRM (Salesforce)

  • Assist in ongoing/ad-hoc department projects, including large client mailings and reporting for regulatory audits.

  • Serve as a senior individual contributor on complex, high-priority, or time-sensitive client deliverables.

  • Ensure high standards of accuracy, timeliness, and quality.

  • Provide guidance and escalation support to team members on complex deliverables.

Team Leadership & Development

• Manage and develop a team of Client Service professionals in Mumbai, including performance management, coaching, and career development.

• Ensure clear role definition, workload alignment, and accountability across the team.

• Balance leadership responsibilities with hands-on execution, modeling expected behaviors and quality standards through direct contribution.

• Support hiring and onboarding to scale team capabilities in line with business demand.

Cross-Regional Collaboration & Stakeholder Management

• Partner with global teams (Americas, EMEA, APAC) to ensure alignment on service standards and priorities.

• Support and contribute to global service optimization initiatives, including reporting enhancements and workflow standardization.

• Support and implement cross-training initiatives to improve team flexibility and coverage.

• Contribute to identifying and sharing best practices across regions to improve consistency and efficiency.

Project Management & Capacity Planning

• Coordinate team workflows and priorities, in close partnership with regional matrix managers, to manage capacity, deadlines, and competing deliverables.

• Support implementation of project management discipline, including tracking deliverables and timelines.

• Assist in role scoping and resource allocation to ensure effective team utilization.

• Actively step in to support execution during peak periods or bandwidth constraints.

Operational Oversight & Governance

• Ensure proper use of systems (e.g., CRM, IBM-P8, reporting tools) and adherence to processes.

• Maintain high standards for data quality, documentation, and compliance.

• Support business continuity planning and operational risk awareness.

Required Qualifications & Experience

• 10+ years of experience in client service, operations, or go-to-market support within asset management or financial services.

• Proven experience leading teams in a global, matrixed organization, with the ability to influence across regions and functions.

• 3+ years of experience managing or mentoring teams, with demonstrated people leadership capability.

• Strong understanding of client servicing processes and deliverables in an institutional investment environment.

• Exposure to project coordination, capacity planning, or workflow management.

• Demonstrated ability to operate effectively in a player-coach capacity, balancing leadership responsibilities with individual contribution.

• Proficiency in MS Office (PowerPoint, Excel, Word), with experience in CRM and document management systems preferred.