Senior Wealth Management Reporting Analyst

About the role

We are seeking a Senior Reporting Analyst at the Associate Officer level to join the Consolidated Reporting team within Wealth Management Operations. This is a hands-on role within a collaborative team environment, focused on delivering accurate, high-quality consolidated reporting and responsive operational support to Financial Advisors, their Associates, and, when appropriate, Ultra High Net Worth clients. The team partners with Addepar to provide a consolidated view of client assets across managers and custodians. The analyst will contribute across the full Addepar servicing lifecycle, from onboarding and quality control through report production, ongoing maintenance, and stakeholder support. Success requires the judgment to interpret complex case instructions, independently research issues, collaborate with the appropriate internal and external partners, determine the right resolution path, and clearly communicate findings and next steps. This role provides broad exposure to consolidated reporting, investment data, performance reporting, complex client relationships, custodian connectivity, and wealth technology. The analyst will deepen technical and servicing expertise while building the judgment and communication skills needed to take on increasingly complex assignments and broader responsibility within Wealth Management Operations.

About AB: We are a leading global investment management firm offering high-quality research and diversified investment services to institutional clients, retail investors, and private-wealth clients in major markets around the globe. With over 4,000 employees across 57 locations operating in 26 countries and jurisdictions, our ambition is simple: to be the most trusted investment firm in the world. We realize that it's our people who give us a competitive advantage and drive success in the market, and our goal is to create an inclusive culture that rewards hard work. Our culture of intellectual curiosity and collaboration creates an environment where you can thrive and do your best work. Whether you're producing thought-provoking research, identifying compelling investment opportunities, infusing new technologies into our business or providing thoughtful advice to our clients, we are fully invested in you. If you're ready to challenge your limits and empower your career, join us!

Responsibilities

• Client Onboarding and ImplementationPartner with Financial Advisors and Associates to onboard new client relationships to Addepar and support a smooth transition into ongoing servicing.Interpret onboarding requirements, identify missing or conflicting information, and research custodian-specific considerations.Support account setup, Letters of Authorization, account connectivity, and guidance on Addepar capabilities and limitations.Research and resolve onboarding issues by coordinating with teammates and the appropriate internal or external partners