UHNW Operations Consultant

Responsibilities

• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs
• Deliver high-touch internal support for time-sensitive, client-impacting requests
• Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks
• Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views
• Build and enhance reporting templates tailored to UHNW clients and evolving client needs
• Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data
• Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting
• Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems
• Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs
• 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

Languages