UHNW Operations Consultant

About the role

About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide. Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com . We have an exciting opportunity for a UHNW Operations Consultant Lead ! This senior-level role provides operational leadership, advanced portfolio accounting expertise, and customized performance reporting support for Wealth Enhancement Group's most complex ultra high net worth (UHNW) client relationships. You will play a central part in designing, executing, and continuously improving tailored reporting solutions for multi-entity households, trusts, partnerships, foundations, and alternative investments. This is a key position in an evolving UHNW service model. This is a Remote position. In the spirit of pay transparency, we are excited to share the base salary range for this position is $120,000 to $150,000 , exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one. Primary Job Functions Ultra High Net Worth Client Support Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts Deliver high-touch internal support for time-sensitive, client-impacting requests Serve as a senior subject matter expert and escalation point for complex UHNW operational, portfolio accounting, and performance reporting matters Performance Reporting and Custom Report Creation Perform detailed analysis of investment performance data Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views Build and enhance reporting templates tailored to UHNW clients and evolving client needs Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues Educate advisors on performance calculations, benchmarks, and reporting methodologies Alternative Investment and Manual Account Maintenance Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems Convert valuation and transaction data into portfolio accounting system templates Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs Troubleshoot account setup, valuation, and reporting issues across complex client structures Other Projects and Cross-Functional Support Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes Serve as a key contributor to the ongoing development and optimization of Orion for UHNW use cases, including data structure, account configuration, and reporting capabilities Act as a senior liaison between UHNW Relationship Management, Advisors, Investments, Product, Operations, and Technology to translate complex client needs into reporting, data, and workflow solutions Provide guidance, training, and subject matter expertise to advisors and internal partners on UHNW reporting capabilities, limitations, and best practices Lead cross-functional operational improvement initiatives related to UHNW reporting, alternative investments, data integrity, and service delivery Cross-train and provide support across Operations as needed All other duties as assigned. Education/Qualifications Bachelor's degree (or equivalent experience) preferred Minimum of 8 years of experience in financial services operations, investment reporting, portfolio accounting, family office operations, private wealth, or UHNW client service Minimum of 3 years of direct experience supporting UHNW, family office, institutional, or complex multi-entity

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