Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching clients' lives through personalized financial planning. They are seeking a UHNW Operations Consultant Lead to provide operational leadership and advanced portfolio accounting expertise for their ultra high net worth client relationships, focusing on customized performance reporting and operational support.
Responsibilities
- 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
- Serve as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting matters
- 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
- Troubleshoot account setup, valuation, and reporting issues across complex client structures
- Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes
- Serve as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilities
- Act as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutions
- Provide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practices
- Lead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service delivery
- Cross-train and provide support across Operations as needed
- All other duties as assigned
Skills
- 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
- Ability to identify, research, and resolve complex performance discrepancies involving alternative investments, illiquid assets, manual accounts, multi-custodian data, and non-standard reporting structures
- Advanced proficiency in Microsoft Excel
- Strong analytical, organizational, and problem-solving skills
- Excellent written and verbal communication skills
- Ability to work independently and collaboratively in a fast-paced environment
- Salesforce or CRM experience preferred
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)
Company Overview