Reporting Manager

Apollon Wealth Management, LLC; Mount Pleasant (TX); Remote; USD 80,000 - 100,000; Full time

Job summary

A leading company in wealth management seeks a Reporting Manager to enhance client and investor reporting infrastructure. This role requires strategic oversight of reporting tools, team leadership, and collaboration with internal teams to optimize workflows and ensure compliance. Ideal candidates will have a strong background in reporting and data operations, with a focus on continuous improvement.

Qualifications

• 3-5 years of experience in reporting or client-facing investment reporting roles.
• Experience with alternative investment reporting preferred.

Responsibilities

• Oversee reporting tools and systems configuration and maintenance.
• Lead a team for client portals and investor reporting.
• Collaborate with CTO for platform improvements.

Skills

Leadership

Project Management

Analytical Mindset

Collaboration

Communication

Tools

Client Portal Technologies

Reporting Tools

Job description

Reports to: CTO

Status: Exempt

Type: Remote or Hybrid

We are looking for a strategic and hands-on Reporting Manager to oversee the firm's client and investor reporting infrastructure. This role involves leading a team responsible for client portals, investor reporting, and alternative investment data. The ideal candidate will be innovative and forward-looking, with a passion for optimizing workflows and delivering exceptional service through reporting solutions.

Responsibilities:

• Oversee the configuration, maintenance, and enhancement of the firm’s reporting tools and systems
• Lead a team supporting investor reports, client portals, and alternative investment reporting
• Collaborate with the CTO to drive platform improvements, integrations, and data workflows
• Partner with internal reporting and operations teams to resolve inquiries and enhance reporting outputs
• Identify inefficiencies in reporting processes and develop solutions in collaboration with peers across the firm
• Ensure reporting standards are aligned with firm goals and meet compliance and service-level expectations
• Help create and partner with practice management as it relates to training and best practices.
  
  

Skills and Experience:

• 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles
• Experience with client portal technologies and alternative investment reporting is preferred
• Strong leadership and project management capabilities
• Analytical mindset with a continuous improvement approach
• Excellent collaboration and communication skills
  
  

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