Unknown Company

Portfolio Reporting Lead: Own Platforms & Processes Remote

workfromhome, ca • Posted Today
Remote Full Time Audit

Talnt is seeking a Portfolio Reporting Manager to own the systems and processes behind client performance reporting. You will lead the Addepar and Orion environments, oversee onboarding and conversions, and drive day-to-day reporting operations across Operations, Technology and Advisor teams.

The role combines hands-on leadership with process improvement in a remote, distributed setting, mentoring the reporting team and coordinating with senior leadership to deliver accurate, timely client

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Portfolio Reporting Lead: Own Platforms & Processes Remote in workfromhome at Unknown Company

This position is listed as full time and able to be worked remotely.

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