VP, Client Reporting & Portal Migration Lead

Lido Advisors; United States; On-site; USD 110,000 - 165,000; Full time

Job summary

Lido Advisors seeks a Conversion Specialist to lead client reporting and portal migration for advisory teams joining via acquisition onto its Addepar instance. The role coordinates with Billing, Investments, Technology, and Integrations to keep all workstreams aligned to a single project plan.

The ideal candidate has 4+ years in financial services operations, hands-on Addepar experience, and a proven ability to manage multiple migrations end-to-end in a fast-paced, high-visibility environment.

Qualifications

• Bachelor's degree or equivalent experience in Finance, Business or related field.
• 4+ years in financial services operations with data migrations or platform conversions.

Responsibilities

• Own the full conversion lifecycle for client reporting and client portal migrations across incoming advisory teams.
• Build and maintain the conversion project plan and align with the master timeline with Integrations.
• Coordinate with consulting partners and Addepar migration team on data extraction, mapping, sequencing, and validation.
• Manage cross-functional workstreams to leadership with mitigations for risks and scope changes.
• Create documentation of methodology, decisions, and exceptions for audit needs.
• Assist in training advisors and staff on Addepar post-migration.

Skills

Project management

Data migrations

Cross-functional collaboration

Data auditing

Training end users

Attention to detail

Education

Bachelor's degree in Finance or Business

Tools

Addepar

Tamarac

Black Diamond

Orion

Job description

Lido Advisors seeks a Conversion Specialist to lead client reporting and portal migration for advisory teams joining via acquisition onto its Addepar instance. The role coordinates with Billing, Investments, Technology, and Integrations to keep all workstreams aligned to a single project plan.

The ideal candidate has 4+ years in financial services operations, hands-on Addepar experience, and a proven ability to manage multiple migrations end-to-end in a fast-paced, high-visibility environment.