We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.<br><br>Responsibilities:<br>• Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.<br>• Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.<br>• Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.<br>• Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.<br>• Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.<br>• Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.<br>• Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.<br>• Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.

• A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management.<br>• Expertise in Addepar, including system configuration, data modeling, and advanced reporting capabilities.<br>• Proven leadership experience, including managing teams and driving strategic initiatives.<br>• Strong understanding of investment products, portfolio structures, and operational workflows.<br>• Proficiency in Microsoft Excel, Office Suite, and Salesforce preferred.<br>• Excellent verbal and written communication skills, with the ability to present data effectively to senior stakeholders.<br>• Bachelor’s degree required; advanced degrees or relevant certifications are a plus.

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