UHNW Operations Consultant

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Wealth Enhancement Group

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1997

💰 $736.3k Funding Round on 2022-02

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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)