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. The UHNW Operations Consultant will provide operational leadership and advanced portfolio accounting expertise for ultra high net worth client relationships, focusing on tailored reporting solutions and performance reporting frameworks.
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
- 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
- Bachelor's degree (or equivalent 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