Here’s What You’ll Do:   

• Serve as a subject matter expert on RIA data and reporting workflows, including performance reporting, client reporting deliverables, and the operational processes that support them.
• Bring hands-on experience from platforms such as Addepar, Tamarac, Orion, and Black Diamond to inform how Advisor360° evolves its reporting and data capabilities.
• Partner with the Field CTO and client-facing teams to support strategic client engagements, solution design, and platform discussions related to reporting and data workflows.
• Help bridge the gap between RIA operational reporting processes and platform capabilities, translating real-world workflows into scalable solutions.
• Provide guidance on data aggregation, reconciliation, and data quality management, ensuring reporting accuracy across portfolios, households, and client accounts.
• Apply experience working with custodial data feeds and integrations (e.g., Schwab, Fidelity, Pershing) to ensure data integrity across sources.
• Collaborate with product and engineering teams to translate reporting requirements into product insights that shape platform innovation.
• Provide expertise in building and maintaining reporting templates, dashboards, and custom client reports, enabling firms to deliver high-quality reporting experiences.
• Define and promote best practices for performance reporting, household-level reporting, and client reporting workflows.
• Participate in client workshops, discovery sessions, and solution design discussions focused on data architecture and reporting needs. 
• Are you interested in this position?

  Apply by clicking on the “Apply Now” Button below!
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