Client Delivery, Addepar, Team Lead - Assistant Vice President

The ideal candidate is comfortable in a dynamic, performance-driven, fast-paced environment, with deep knowledge of wealth management products and technology applications and the ability to develop talent in these areas.
Responsibilities

Lead a team and partner with senior management to prioritize individual and shared workloads, ensuring all projects are completed on time and to specification
Oversee financial reporting and data aggregation activities, including analyzing and explaining portfolio performance results
Conduct account-level reconciliation, including research and resolution of breaks, cancels, and corrections
Analyze private equity and hedge fund statements for input into the reporting system
Partner with clients and internal teams to resolve data issues
Develop and strengthen client relationships through onboarding, account setup, training, day-to-day support, and issue management
Maintain software configuration, new client setup, financial account/asset classification, and data feed management
Create custom reports based on client-specific needs and liaise with vendor partners on enhancements and system/data issues
Establish operational effectiveness through development and adoption of policies, procedures, and controls
Qualifications

7+ years of experience in a related field
3+ years of hands-on experience with Addepar or Black Diamond required
Experience managing a team; providing feedback, coaching development, and escalating employee issues
Experience with RIA/wealth management policies, procedures, and client service
Experience working with wirehouses and/or custodians such as Pershing, Schwab, or Fidelity
Excellent client relationship skills and the ability to foster and maintain effective partnerships
Strong understanding of financial instruments
Ability to think critically through complex performance reporting issues and best practices
Well-organized and self-motivated, with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to responsibilities
Comfortable with technology and able to learn new software quickly; strong MS Excel and PowerPoint skills, with knowledge of database concepts and programming a plus