UHNW Operations Consultant (Remote)

About the role

Wealth Enhancement is seeking a UHNW Operations Consultant Lead to join our dynamic team. This senior-level role provides operational leadership, advanced portfolio accounting expertise, and customized performance reporting support for our most complex ultra high net worth (UHNW) client relationships.

Responsibilities

• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs.

• Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts.

• Deliver high-touch internal support for time-sensitive, client-impacting requests.

• Play a central role in designing, executing, and continuously improving tailored reporting solutions for multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts.

• Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems.

• Convert valuation and transaction data into portfolio accounting system templates.

• Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs.

• Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues.

• Educate advisors on performance calculations, benchmarks, and reporting methodologies.

• Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes.

• Act as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutions.

• Provide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practices.

• Lead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service delivery.

• Cross-train and provide support across Operations as needed.

Qualifications

• Bachelor's degree (or equivalent experience) preferred.

• Minimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client service.

• Minimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationships.

• Strong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology).

• Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entities.

• Demonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratch.

• Advanced proficiency in Microsoft Excel.

• Salesforce or CRM experience preferred.

• Strong analytical, organizational, and problem-solving skills.

• Excellent written and verbal communication skills.

• Ability to work independently and collaboratively in a fast-paced environment.

Pay

The base salary range for this position is $120,000 to $150,000, exclusive of bonuses and benefits.

Benefits

Comprehensive benefits offerings include:

• Training and professional development.

• Medical, dental, and vision coverage (available to full-time employees and their families).

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses.

• Life and AD&D insurance – employer paid and voluntary options.

• Short-term and long-term disability, workers compensation – employer paid.

• 401(k) with match and profit sharing.

• Wellness programs and resources.

• Voluntary benefits, including pet insurance.

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service).

• 12 paid holidays each year (10 pre-determined and 2 floating days).

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure).

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements).