This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Vice President, Client Reporting Support Manager based in the United States.
This senior working-leadership role sits at the intersection of client service, wealth management operations, and platform expertise, ensuring advisors receive fast, accurate, and high-quality support for client reporting needs. You will lead a small but high-impact support team while also staying hands-on with escalations and day-to-day advisor requests. The role is deeply embedded in the firm’s reporting ecosystem, with a strong focus on Addepar-driven workflows and advisor experience. You will shape how support is delivered at scale, balancing operational rigor with responsiveness in a fast-paced environment. Beyond managing people, you will directly influence process design, escalation handling, and service quality standards. This is a role for someone who can both coach a team and step in as a top-tier problem solver when needed, ensuring continuity and excellence under all conditions.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Vice President, Client Reporting Support Manager based in the United States.
This senior working-leadership role sits at the intersection of client service, wealth management operations, and platform expertise, ensuring advisors receive fast, accurate, and high-quality support for client reporting needs. You will lead a small but high-impact support team while also staying hands-on with escalations and day-to-day advisor requests. The role is deeply embedded in the firm’s reporting ecosystem, with a strong focus on Addepar-driven workflows and advisor experience. You will shape how support is delivered at scale, balancing operational rigor with responsiveness in a fast-paced environment. Beyond managing people, you will directly influence process design, escalation handling, and service quality standards. This is a role for someone who can both coach a team and step in as a top-tier problem solver when needed, ensuring continuity and excellence under all conditions.
Accountabilities:
- Supervise, coach, and develop a team of Advisor Support Associates, ensuring high performance, clear expectations, and continuous growth.
- Personally resolve advisor support requests and escalations, especially during peak periods or complex situations requiring senior expertise.
- Oversee end-to-end support workflows, ensuring SLA adherence, accuracy, and consistency in all advisor-facing communications.
- Serve as the primary escalation point for high-complexity or sensitive issues, maintaining strong advisor relationships and resolution quality.
- Design, refine, and standardize support processes to improve efficiency, scalability, and advisor experience.
- Monitor KPIs and operational metrics, identifying gaps in coverage, training needs, and process improvements.
- Partner with Technology and Product teams to surface recurring issues, prioritize enhancements, and improve platform usability.
- Lead onboarding, training, and documentation efforts to strengthen team capability and consistency.
- Provide surge coverage and backfill support during high-volume periods or staffing transitions.
- Report on team performance, trends, and advisor satisfaction to senior Operations leadership.
- Demonstrated experience leading or building a support function within an RIA environment using Addepar.
- Deep hands-on expertise with Addepar reporting workflows, data structures, and advisor-facing outputs.
- Proven ability to manage a hybrid “player-coach” role, balancing leadership responsibilities with direct support execution.
- Strong track record of meeting SLAs and maintaining high standards of responsiveness and service quality.
- Experience handling complex escalations involving advisors or clients with sound judgment and professionalism.
- Ability to design, document, and continuously improve operational workflows and support processes.
- Excellent communication skills, with the ability to translate technical reporting concepts into clear advisor guidance.
- Strong organizational skills and ability to perform effectively in a distributed, fast-paced environment.
- Preferred experience with broader wealth tech stacks (e.g., Salesforce integrations) and RIA operations.
- Competitive compensation aligned with senior leadership responsibilities and experience
- Opportunity to lead a high-visibility function within advisor reporting operations
- Hybrid “player-coach” role combining leadership, strategy, and hands-on impact
- Exposure to advanced wealth management technology platforms, including Addepar ecosystems
- Opportunity to shape and scale support workflows and advisor experience standards
- Collaborative, cross-functional environment working closely with Technology and Operations teams
- Professional development and leadership growth opportunities
- Remote-first flexibility within the United States
- Direct influence on operational improvements and client experience outcomes
Lead and manage a client reporting support team while actively contributing as a hands-on operator in advisor support and escalations.
Requirements:
Bachelor’s degree or equivalent experience, with 3–6+ years in client service, wealth management operations, or advisor support environments.