Remote UHNW Operations Lead: Advanced Reporting

Wealth Enhancement; United States; On-site; USD 120,000 - 150,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

401(k) with match

Paid time off (PTO)

Professional development

Job summary

Wealth Enhancement is hiring a UHNW Operations Consultant Lead to oversee operational leadership and customized reporting for complex ultra-high net worth client relationships. This remote position requires a minimum of 8 years in financial services operations and expertise in portfolio accounting.

The successful candidate will partner with advisors and support bespoke UHNW needs, lead detailed performance reporting, and contribute to the ongoing development of operational best practices.

Qualifications

• Minimum of 8 years in financial services operations.
• Experience supporting UHNW client relationships.
• Strong experience with portfolio accounting systems.

Responsibilities

• Support bespoke UHNW client needs.
• Deliver high-touch internal support for client requests.
• Lead performance reporting frameworks and analysis.

Skills

Operational leadership

Portfolio accounting expertise

Performance reporting

Analytical skills

Problem-solving skills

Education

Bachelor's degree or equivalent

Tools

Addepar

Orion Advisor Technology

Salesforce

Microsoft Excel

Job description

Wealth Enhancement is hiring a UHNW Operations Consultant Lead to oversee operational leadership and customized reporting for complex ultra-high net worth client relationships. This remote position requires a minimum of 8 years in financial services operations and expertise in portfolio accounting.

The successful candidate will partner with advisors and support bespoke UHNW needs, lead detailed performance reporting, and contribute to the ongoing development of operational best practices.