[Remote] UHNW Operations Consultant (Remote)

Note: The job is a remote job and is open to candidates in USA. Wealth Enhancement is an independent wealth management firm dedicated to enriching the lives of clients through personalized financial planning. They are seeking a UHNW Operations Consultant Lead to provide operational leadership and advanced portfolio accounting expertise for ultra high net worth client relationships, focusing on customized performance reporting and operational support.ResponsibilitiesPartner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needsServe 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 accountsDeliver high-touch internal support for time-sensitive, client-impacting requestsServe as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting mattersPerform detailed analysis of investment performance dataLead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworksCreate and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation viewsBuild and enhance reporting templates tailored to UHNW clients and evolving client needsDesign, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment dataIdentify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reportingTroubleshoot performance discrepancies and collaborate with internal teams to resolve issuesEducate advisors on performance calculations, benchmarks, and reporting methodologiesOversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systemsConvert valuation and transaction data into portfolio accounting system templatesSupport development of repeatable processes for incorporating alternative and illiquid investments into reporting outputsTroubleshoot account setup, valuation, and reporting issues across complex client structuresPlay a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processesServe as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilitiesAct as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutionsProvide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practicesLead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service deliveryCross-train and provide support across Operations as neededAll other duties as assignedSkillsBachelor's degree (or equivalent experience) preferredMinimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client serviceMinimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity client relationshipsStrong 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 entitiesDemonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratchAbility to identify, research, and resolve complex performance discrepancies involving alternative investments, illiquid assets, manual accounts, multi-custodian data, and non-standard reporting structuresAdvanced proficiency in Microsoft ExcelStrong analytical, organizational, and problem-solving skillsExcellent written and verbal communication skillsAbility to work independently and collaboratively in a fast-paced environmentSalesforce or CRM experience preferredBenefitsTraining and professional developmentMedical, 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 expensesLife and AD&D insurance – employer paid and voluntary optionsShort-term and long-term disability, workers compensation – employer paid401k with match and profit sharingWellness programs and resourcesVoluntary benefits, including pet insurance18 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)Company OverviewIn 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients’ financial lives. It was founded in 1997, and is headquartered in Plymouth, Minnesota, USA, with a workforce of 1001-5000 employees. Its website is http://wealthenhancement.com/.