VP, Client Operations

Focus Financial Partners; Portsmouth (NH); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners seeks a Vice President to lead Addepar and Canoe data workflows within Client Operations. You will own portfolio data integrity, reporting readiness, and scalable processes for client reporting and investment operations.

You will collaborate with analytics, trading, and technology vendors, driving improvements and documenting best practices while mentoring associates in data workflows and governance.

Qualifications

• 5–8+ years in investment operations or related financial services.
• Experience with Addepar, Canoe, or similar platforms.
• Strong ownership mindset and ability to document repeatable processes.

Responsibilities

• Support Addepar data operations and reporting readiness.
• Maintain data quality and control ownership across workflows.
• Collaborate with analytics, trading, and tech vendors on enhancements.
• Investigate complex data, reporting, and platform issues; document fixes.
• Create procedures and best practices for knowledge sharing.
• Provide technical guidance on investment data workflows to the team.

Skills

Investment operations

Wealth management

Portfolio accounting

Client reporting

Fund administration

Education

Bachelor's degree in Finance/Economics/Accounting/Business/Mathematics/Computer Science

Tools

Addepar

Canoe

Job description

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.

This position is an exemptposition.

The annualized base pay range for this role is expected to be between $120,000 -$130,000base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.

SCS, Focus Partners Family Office and OCIO is a fiduciary wealth and investment management firm serving some of the world's most ambitious wealth creators-ultra-high-net-worth individuals, families, and institutions. SCS exists to transform wealth into possibility, helping its clients protect and amplify their capital, align it with their purpose, and build multi-generational legacies.

SCS delivers an integrated family office and investment platform that brings together sophisticated multi-asset class portfolio management, access to private investments, holistic wealth and estate planning, next-generation education, and purpose-driven advisory. SCS is supported by a modern, scalable technology infrastructure that enhances its ability to deliver a seamless, proactive, white-glove client experience.

SCS is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. Learn more at scsfinancial.com or follow the company on LinkedIn.

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.

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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It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

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.