Remote UHNW Operations Lead & Performance Reporting

Wealth Enhancement Group, LLC; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Health, dental, and vision coverage

401(k) plan with match

Paid parental leave

Job summary

Wealth Enhancement Group, LLC is seeking a Senior UHNW Operations Consultant Lead to provide operational leadership and customized performance reporting for ultra-high-net-worth clients. You will partner with internal teams to deliver high-touch support and ensure meticulous reporting processes.

This role requires a depth of experience in financial services operations, particularly within UHNW relationships. Competitive salary ranges from $120,000 to $150,000 annually, along with a comprehensive benefits package including health insurance and paid time off.

Qualifications

• Minimum 8 years of experience in financial services operations.
• At least 3 years of experience supporting UHNW client relationships.
• Strong understanding of portfolio accounting and performance reporting systems.

Responsibilities

• Provide operational leadership for UHNW client relationships.
• Deliver customized performance reporting.
• Troubleshoot performance discrepancies across complex client structures.

Skills

Portfolio accounting expertise

Strong analytical skills

Excellent communication skills

Problem-solving skills

Advanced proficiency in Microsoft Excel

Education

Bachelor’s degree or equivalent experience

Tools

Addepar

Orion Advisor Technology

Salesforce

Job description

Wealth Enhancement Group, LLC is seeking a Senior UHNW Operations Consultant Lead to provide operational leadership and customized performance reporting for ultra-high-net-worth clients. You will partner with internal teams to deliver high-touch support and ensure meticulous reporting processes.

This role requires a depth of experience in financial services operations, particularly within UHNW relationships. Competitive salary ranges from $120,000 to $150,000 annually, along with a comprehensive benefits package including health insurance and paid time off.