Senior Wealth Management - Reporting Analyst

Who You’ll Work With: We are seeking a Reporting Analyst to join the Consolidated Reporting team within Wealth Management Operations. This is a hands-on role within a collaborative team environment, focused on delivering accurate, high-quality consolidated reporting and responsive operational support to Financial Advisors, their Associates, and, when appropriate, Ultra High Net Worth clients. The team partners with Addepar to provide a consolidated view of client assets across managers and custodians. The analyst will contribute across the full Addepar servicing lifecycle, from onboarding and quality control through report production, ongoing maintenance, and stakeholder support. Success requires the judgment to interpret complex case instructions, independently research issues, collaborate with the appropriate internal and external partners, determine the right resolution path, and clearly communicate findings and next steps. This role provides broad exposure to consolidated reporting, investment data, performance reporting, complex client relationships, custodian connectivity, and wealth technology. The analyst will deepen technical and servicing expertise while building the judgment and communication skills needed to take on increasingly complex assignments and broader responsibility within Wealth Management Operations. What You'll Do As a member of the Consolidated Reporting team, you will work with colleagues across Operations, global reporting teams, custodians, vendors, and technology partners throughout the Addepar servicing lifecycle. 1. Client Onboarding and Implementation Partner with Financial Advisors and Associates to onboard new client relationships to Addepar and support a smooth transition into ongoing servicing. Interpret onboarding requirements, identify missing or conflicting information, and research custodian-specific considerations. Support account setup, Letters of Authorization, account connectivity, and guidance on Addepar capabilities and limitations. Research and resolve onboarding issues by coordinating with teammates and the appropriate internal or external partners. 2. Reporting Quality Control and Data Validation Perform quality control for new client setups and ongoing report production. Research and resolve data discrepancies, holdings or performance variances, account mapping issues, and reporting exceptions. Use available resources across the team, custodians, vendors, and technology partners to determine root cause and resolution. Help maintain the accuracy and integrity of client reporting data. 3. Consolidated Reporting and Custom Deliverables Produce and quality control daily, monthly, quarterly, recurring, and customized consolidated reports covering internally and externally held assets. Support complex client relationships and maintain an understanding of client-specific reporting and servicing requirements. Contribute to reporting enhancements, process improvements,…