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Mercer
San Francisco, CA, United States
Mercer is seeking a Wealth Management Sales Director to join our team. You will play a crucial role in driving revenue growth, developing sales strategies, and ensuring the delivery of exceptional client service. Your leadership and expertise will be instrumental in achieving business objectives and maintaining strong relationships with clients a
Job Source: MercerJPMorgan Chase
San Francisco
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titl
Job Source: JPMorgan ChaseJPMorgan Chase & Co.
San Francisco, CA, United States
JobID: 210509744 Category: Wealth Advisory JobSchedule: Full time Posted Date: 2024-06-03T15:14:42+00:00 JobShift: Base Pay/Salary: Seattle,WA $190,000.00-$350,000.00; San Francisco,CA $190,000.00-$350,000.00 Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for
Job Source: JPMorgan Chase & Co.JPMorgan Chase & Co.
San Francisco, CA, United States
Wealth Planning & Advice is a team of specialists in trusts, estates, tax planning, and financial planning. We work closely with advisors and clients, providing them with knowledge about wealth planning opportunities. This role collaboratively works with field leadership and internal support groups to offer wealth planning advice to clients and tra
Job Source: JPMorgan Chase & Co.Confidential
San Francisco, CA, United States
Executive Director, Sales, Asset & Wealth Management About the Company Popular no-code enterprise application platform Industry Computer Software Type Privately Held, VC-backed Founded 2017 Employees 201-500 Funding $200+ million Categories Information Technology & Services Technology Enterprise Enterprise Applications Financial Services Insurance
Job Source: ConfidentialEquitable Advisors
San Francisco, CA, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering f
Job Source: Equitable AdvisorsIEQ Capital
Foster City, CA, United States
Who a re w e? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independe
Job Source: IEQ CapitalEquitable Advisors
San Francisco, CA, United States
Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering f
Job Source: Equitable AdvisorsSan Francisco, CA, United States
Judson Group has been retained by a dynamic and growth-oriented independent RIA with $1.5B in AUM in the search for a Director of Performance Reporting – Wealth Management . The firm serves affluent individuals, families, and private and public sector organizations and is looking for a strong reporting and analytics leader to help guide and grow the Firm.
The Director of Performance Reporting will have responsibility for the management, maintenance, and enhancement of the Firm’s reporting system with support from team members to ensure accurate quarterly and ad hoc reports and timely billing. The ideal candidate will have experience handling all facets of complex reporting and data sets within an RIA setting. Candidates without strong experience using Addepar will not be considered.
Responsibilities:
Manage all aspects of the Firm’s performance reporting system which shall include:
-Administrative settings (Firm classification schema, attributes/tags, target allocations, benchmarks)
-Custodial data feeds from Firm custodians and outside custodians.
-Display/Branding/Portal settings as well as Firm users, roles, teams and security groups to Firm specifications.
-Account, client, and group setup so that all data flows appropriately for client reporting.
-Fee schedule creation and assignment, and Firm client billing.
-External Integrations, as required.
-Creation of manual assets (Hedge Funds, Private Equity, Private Assets, etc) as well as transactions and pricing for same.
Direct and manage the preparation of all client performance material with monthly and quarterly deliverables
Review all client and internal fund performance material, ensuring 1) accuracy and 2) adhesion to reporting principles and practices are met
Perform data integrity research, troubleshooting, and report configuration
Assist Compliance function with running various reports to help prepare SEC regulatory filings and reports
Oversee and provide guidance on initial client onboarding/offboarding to performance system
Support appropriate departments with ad-hoc performance data requests, including marketing material and proprietary fund reporting
Collaborate with team members to identify new efficiencies and improved processes for current workflows
Requirements:
Minimum of five years of performance reporting experience within an RIA.
Minimum of two years of Addepar experience required.
Strong understanding of creating and interpreting performance reports for client portfolios, including public and private investments.
Ability to deal with large data sets and data feeds from multiple sources and compile into a software system with minimal error.
Excellent written and verbal communication skills; ability to interact up, down, and across the Firm.
Exceptional level of accuracy and excellent attention to detail.
Compensation: Strong base salary, bonus, and benefits package
Location: Remote (preference for West Coast)
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Email Alert for Director of Performance Reporting - Wealth Management jobs in San Francisco, CA, United States
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