Vice President, Client Reporting, Conversion Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

📈 Performance Marketing

👻 Ghost score 10%

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• Own the full conversion lifecycle for client reporting and client portal for each incoming team, from initial scoping and legacy-system discovery through historical data migration, dual-maintenance, and post-conversion sign-off • Build and maintain the client reporting/portal conversion project plan and contribute it to the shared master timeline with the Integration team • Manage the workstream against executive-level commitments, surfacing risks, delays, or scope changes with mitigation plans • Serve as the client reporting/portal conversion point of accountability • Liaise with consulting partners and Addepar migration team to coordinate data extraction, mapping, sequencing, and validation • Coordinate with peer conversion owners across billing, trading, technology, and client reporting to align systems within Addepar • Align the workstream with the overall acquisition integration plan and executive-level timeline • Partner with Client Reporting Platform Enablement on Addepar customization requests and broader platform strategy • Supply Addepar data to the M&A team for executive conversion-success reporting • Design and execute audit and reconciliation processes comparing converted Addepar data with legacy source data • Identify, document, and drive resolution of discrepancies before and after go-live • Maintain documentation of conversion methodology, decisions, and exceptions for audit needs • Contribute to training newly converted advisor teams and support staff on Lido’s Addepar • Develop or contribute to training materials, SOPs, and FAQs • Identify and implement process improvements across the conversion lifecycle • Incorporate lessons learned into playbooks, checklists, and vendor collaboration processes

🎯 Requirements

• Bachelor's degree in Finance, Business, or a related field, or equivalent experience • 4+ years of experience in financial services operations, with direct experience in data migrations or platform conversions • Experience at a wealth management, RIA, or broker-dealer firm preferred • Hands-on experience with Addepar strongly preferred; familiarity with other wealth-tech platforms is a plus • Prior experience converting accounts from legacy portfolio management platforms (e.g., Tamarac, Black Diamond, Orion) is a strong plus • Demonstrated project management skills, with the ability to manage multiple concurrent workstreams against firm level deadlines • Exceptional attention to detail, with proven experience designing and executing data audits and reconciliations • Strong written and verbal communication skills; comfortable coordinating cross-functionally • Experience training or enabling end users on new systems or platforms • Comfortable operating in a fast-paced, deadline-driven environment with high visibility to executive leadership