VP, Client Operations

Focus Financial Partners; Needham (MA); Presencial; USD 180.000 - 250.000; Jornada completa

Descripción de la vacante

Focus Financial Partners, a premier multifamily office and wealth management firm in Needham, MA, seeks a Vice President to lead Addepar, Canoe, and alt investment data workflows within Client Operations. You will maintain high-quality portfolio and reporting data, strengthen controls, and scale platform-driven workflows supporting client reporting and investment operations.

The ideal candidate is a hands-on operator at the intersection of investment data, reporting platforms, and process

Formación

• 5–8+ years of experience in investment operations, wealth management, portfolio accounting, client reporting, fund administration, or related financial services role.
• Strong experience with Addepar, Canoe, or similar investment operations, reporting, or alternative investment data platforms.
• Strong ownership mindset, client-service orientation, and ability to operate with urgency, accuracy, and sound judgment.
• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Computer Science, or related discipline desired.

Responsabilidades

• Support key components of day-to-day Addepar data operations and reporting readiness, including portfolio data integrity, account and ownership structure maintenance, data exceptions, and recurring operational controls.
• Participate in Canoe and alternative investment data workflows, including onboarding, document and data capture, ongoing maintenance, exception management, and coordination with internal teams and external providers.
• Maintain and improve data quality controls across Client Operations workflows, with a focus on repeatable processes, clear ownership, and timely resolution of reporting or portfolio accounting issues.
• Partner with Client Analytics & Reporting, Trading, and technology vendors to support platform enhancements, workflow improvements, testing, and implementation efforts.
• Investigate and resolve complex data, reporting, and platform-related issues through root cause analysis, risk assessment, documentation, and process improvement.
• Create and maintain documentation, procedures, and best practices that improve consistency, reduce rework, and support team knowledge-sharing.
• Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative investment data workflows, and recurring operational questions, while escalating material risks or unresolved issues appropriately.

Conocimientos

Addepar experience

Canoe experience

Data operations

Portfolio accounting

Process improvement

Data quality controls

Leadership

Educación

Bachelor’s degree in Finance, Economics, Accounting, Business

Herramientas

Addepar

Canoe

Descripción del empleo

Job Description Summary

SCS is seeking a Vice President to serve as a senior subject matter expert for Addepar, Canoe, and alternative investment data workflows within Client Operations. This role will be responsible for maintaining high-quality portfolio and reporting data, strengthening operational controls, and improving the scalability of platform-driven workflows that support client reporting and investment operations.

Job Description Summary

SCS is seeking a Vice President to serve as a senior subject matter expert for Addepar, Canoe, and alternative investment data workflows within Client Operations. This role will be responsible for maintaining high-quality portfolio and reporting data, strengthening operational controls, and improving the scalability of platform-driven workflows that support client reporting and investment operations. The ideal candidate is a hands-on operator who enjoys working at the intersection of investment data, reporting platforms, and process improvement. This person should be comfortable owning recurring workflows, solving ambiguous data issues, and helping build scalable operating practices in a growing multi-family office environment.

Job Description

Primary Responsibilities

• Support key components of day-to-day Addepar data operations and reporting readiness, including portfolio data integrity, account and ownership structure maintenance, data exceptions, and recurring operational controls.


• Participate in Canoe and alternative investment data workflows, including onboarding, document and data capture, ongoing maintenance, exception management, and coordination with internal teams and external providers.


• Maintain and improve data quality controls across Client Operations workflows, with a focus on repeatable processes, clear ownership, and timely resolution of reporting or portfolio accounting issues.


• Partner with Client Analytics & Reporting, Trading, and technology vendors to support platform enhancements, workflow improvements, testing, and implementation efforts.


• Investigate and resolve complex data, reporting, and platform-related issues through root cause analysis, risk assessment, documentation, and process improvement.


• Create and maintain documentation, procedures, and best practices that improve consistency, reduce rework, and support team knowledge-sharing.


• Provide technical guidance to Associates and Senior Associates on Addepar, Canoe, alternative investment data workflows, and recurring operational questions, while escalating material risks or unresolved issues appropriately.

Qualifications

• 5–8+ years of experience in investment operations, wealth management, portfolio accounting, client reporting, fund administration, or a related financial services role.


• Strong experience with Addepar, Canoe, or similar investment operations, reporting, or alternative investment data platforms.


• Strong ownership mindset, client-service orientation, and ability to operate with urgency, accuracy, and sound judgment.


• Experience supporting alternative investment operations, data management, portfolio accounting, reporting workflows, or operational controls.


• Proven ability to own complex workflows, solve problems independently, document repeatable processes, and coordinate across teams, vendors, and stakeholders.


• Strong analytical, communication, process-management, and documentation skills, with the ability to translate complex operational issues into clear next steps.


• Bachelor’s degree in Finance, Economics, Accounting, Business, Mathematics, Computer Science, or a related discipline desired.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

EEO Statement

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail]

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For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.