UHNW Operations Consultant

Wealth Enhancement Group

UHNW Operations Consultant providing operational leadership and portfolio accounting expertise for Wealth Enhancement Group's ultra high net worth clients. Focused on tailored reporting solutions and client relationship management.

Posted 6/18/2026full-timeRemote • 🇺🇸 United StatesSeniorLead💰 $120,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

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
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
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
Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes

Requirements

What you’ll need

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 client relationships
Strong experience with portfolio accounting and performance reporting systems (such as Addepar and Orion Advisor Technology)
Deep understanding of portfolio accounting, performance calculation methodologies, benchmark application, cash flow treatment, reconciliation, manual asset valuation, and consolidated reporting across multiple entities
Demonstrated experience working in environments with incomplete systems or data, with the ability to build processes and solutions from scratch
Advanced proficiency in Microsoft Excel
Salesforce or CRM experience preferred
Strong analytical, organizational, and problem-solving skills
Excellent written and verbal communication skills
Ability to work independently and collaboratively in a fast-paced environment

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

portfolio accountingperformance reportinginvestment performance analysisreporting frameworksperformance calculationsbenchmark applicationcash flow treatmentreconciliationmanual asset valuationconsolidated reporting

Soft Skills

analytical skillsorganizational skillsproblem-solving skillswritten communicationverbal communicationindependent workcollaborative workattention to detailtime managementclient service

Certifications

Bachelor's degree