Wealth Management Advisory Reporting Vice President

Jefferies
New York
Workplace: OnsiteFull timeUSD 140,000 - 180,000 annuallyFunction: Executive & General ManagementExperience: 5+ yearsSkills: ["Attention to detail","Problem-solving","Communication","Stakeholder collaboration","Relationship building"]

Provide centralized analytical and operational support to Financial Advisors by designing, producing, and continuously improving customized performance reporting for sophisticated clients. Own development of consolidated reporting packages, drive onboarding to the performance reporting platform, and help advisors use Addepar dashboards and analytics to uncover portfolio insights beyond returns. Partner with advisory operations and technology vendors to resolve issues, manage platform updates, and execute alternatives data management workflows.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
Jefferies
Jefferies
2 days ago

Wealth Management Advisory Reporting Vice President

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 9 hours agoStatus: Live

Job Summary

Provide centralized analytical and operational support to Financial Advisors by designing, producing, and continuously improving customized performance reporting for sophisticated clients. Own development of consolidated reporting packages, drive onboarding to the performance reporting platform, and help advisors use Addepar dashboards and analytics to uncover portfolio insights beyond returns. Partner with advisory operations and technology vendors to resolve issues, manage platform updates, and execute alternatives data management workflows.
Location: New York
Workplace: Onsite
Employment Type: Full time
Job Function: Executive & General Management
Seniority: Sr. Director level

Key Responsibilities

  • •Support Financial Advisors in creating customized and consolidated performance reporting packages for sophisticated clients.
  • •Coordinate client onboarding to the performance reporting platform to ensure smooth implementations.
  • •Partner with advisors to design tailored reporting templates and dashboard/presentation materials for client objectives.
  • •Provide one-on-one guidance for dashboard views and custom reporting outputs, serving as a point of contact for reporting requests and issues.
  • •Execute Alternatives Data Management, including Letters of Authorization, statement collection, data upload, and reconciliation workflows.

Pay and Benefits

Salary: USD 140,000 - 180,000 annually
Perks:Health InsuranceDentalVision401kPaid ParentalPaid Leave

Key Requirements

  • •Minimum 5+ years of experience in investment performance reporting, investment operations, advisory operations, or related wealth/investment management.
  • •Strong understanding of investment performance measurement (returns, benchmarks, attribution, portfolio analytics).
  • •Familiarity with Addepar or similar performance reporting and portfolio analytics/wealth management platforms.
  • •Experience reviewing large data sets to identify trends, detect inconsistencies, and recommend solutions.
  • •Advanced communication skills to explain reporting concepts, platform functionality, and data-related issues clearly to advisors and stakeholders.
Experience:5+ yearsInvestment performance reportingInvestment operationsAdvisory operationsWealth management
Skills:Attention to detailProblem-solvingCommunicationStakeholder collaborationRelationship building
Tech Stack:AddeparExcel

Company Brief

Jefferies
Global investment banking and capital markets firm providing advisory, underwriting, trading, research, and asset management services to corporations, governments, and institutional investors.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: New York, United States
Founded: 1962
WebsiteLinkedIn