What are the responsibilities and job description for the Manager, Data & Client Reporting position at Jobs via Dice?
Description
We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.
Responsibilities:
Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.
Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.
Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.
Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.
Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.
Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.
Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.
Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.
Requirements
A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management.
Expertise in Addepar, including system configuration, data modeling, and advanced reporting capabilities.
Proven leadership experience, including managing teams and driving strategic initiatives.
Strong understanding of investment products, portfolio structures, and operational workflows.
Proficiency in Microsoft Excel, Office Suite, and Salesforce preferred.
Excellent verbal and written communication skills, with the ability to present data effectively to senior stakeholders.
Bachelor's degree required; advanced degrees or relevant certifications are a plus.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.
We are looking for an experienced individual to lead our Data Management and Client Reporting initiatives. This role requires a strategic thinker with a deep understanding of investment operations and expertise in Addepar. The successful candidate will oversee the integrity and evolution of reporting systems, manage a team member, and align data strategies with organizational objectives.
Responsibilities:
Develop and implement firm-wide strategies for the Addepar platform to optimize data architecture, reporting capabilities, and system performance.
Establish and maintain data governance standards to ensure accuracy, consistency, and compliance across client portfolios.
Design and deliver tailored client reporting solutions in collaboration with advisory teams, ensuring alignment with regulatory and firm standards.
Manage and mentor the Client Reporting Analyst, fostering growth and a culture of continuous improvement.
Oversee the onboarding process for new clients and entities, ensuring seamless integration into Addepar and related systems.
Collaborate with cross-functional teams, including Investment Operations, Technology, Compliance, and Advisors, to support firm-wide objectives.
Identify opportunities to improve reporting processes, enhance efficiency, and drive innovation.
Serve as the primary escalation point for all Addepar-related initiatives and provide expertise to resolve complex issues.
Requirements
A minimum of 10 years of experience in investment operations, data management, or client reporting within financial services or wealth management.
Expertise in Addepar, including system configuration, data modeling, and advanced reporting capabilities.
Proven leadership experience, including managing teams and driving strategic initiatives.
Strong understanding of investment products, portfolio structures, and operational workflows.
Proficiency in Microsoft Excel, Office Suite, and Salesforce preferred.
Excellent verbal and written communication skills, with the ability to present data effectively to senior stakeholders.
Bachelor's degree required; advanced degrees or relevant certifications are a plus.
Technology Doesn't Change the World, People Do.
Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking "Apply Now," you're agreeing to Robert Half's Terms of Use.
