UHNW Operations Consultant

🕒 Junho 18

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $120.000 - $150.000 / ano

⏰ Tempo Integral

🟠 Sênior

🔴 Especialista

⚙️ Operações

👻 Score fantasma 13%

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Wealth Enhancement Group

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1997

💸 Finanças

🛡️ Seguros

💰 $736.300 Funding Round em 2022-02

Finance • Insurance

Em 1997, quatro consultores que compartilhavam um espaço de escritório descobriram que também compartilhavam uma crença essencial: A indústria de serviços financeiros precisava de um novo e melhor método para fornecer conselhos aos clientes — um que ajudaria a aliviar o estresse das vidas financeiras de seus clientes. Eles construíram uma empresa que ofereceria orientação financeira verdadeiramente abrangente, tudo sob o mesmo teto, para que os clientes não tivessem que lidar com o incômodo de gerenciar múltiplos relacionamentos financeiros, tomar decisões complexas ou coordenar contas distintas. Essa ideia evoluiu para o que chamamos de Roundtable™, nossa equipe de especialistas e consultores em seis áreas essenciais de gestão de patrimônio. Acreditamos que essa equipe, juntamente com nosso processo UniFi™ de 3 etapas, ajuda a garantir que sua vida financeira esteja organizada, completa e simplificada, permitindo que você tome decisões com mais confiança e se sinta menos estressado ao gerenciar seu patrimônio. Valores mobiliários oferecidos através da LPL Financial, membro da SIPC (www.SIPC.org). Serviços de consultoria oferecidos através da Wealth Enhancement Advisory Services, um consultor de investimentos registrado. Wealth Enhancement Group e Wealth Enhancement Advisory Services são entidades separadas da LPL Financial.

Descrição

• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs • Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts • Deliver high-touch internal support for time-sensitive, client-impacting requests • Perform detailed analysis of investment performance data • Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks • Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views • Build and enhance reporting templates tailored to UHNW clients and evolving client needs • Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data • Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting • Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues • Educate advisors on performance calculations, benchmarks, and reporting methodologies • Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems • Convert valuation and transaction data into portfolio accounting system templates • Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs • Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes

🎯 Requisitos

• Bachelor's degree (or equivalent experience) preferred • Minimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client service • Minimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationships • Strong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology) • Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entities • Demonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratch • Advanced proficiency in Microsoft Excel • Salesforce or CRM experience preferred • Strong analytical, organizational, and problem-solving skills • Excellent written and verbal communication skills • Ability to work independently and collaboratively in a fast-paced environment

🏖️ Benefícios

• Training and professional development • Medical, dental and vision coverage (Available to full-time employees and their families) • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses • Life and AD&D insurance – employer paid and voluntary options • Short-term and long-term disability, workers compensation – employer paid • 401k with match and profit sharing • Wellness programs and resources • Voluntary benefits, including pet insurance • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service) • 12 paid holidays each year (10 pre-determined and 2 floating days) • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure) • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)