What are the responsibilities and job description for the Manager, Data & Client Reporting position at Robert Half?
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.
Salary : $150,000 - $200,000
