The Performance Reporting Consultant serves as a trusted resource for financial professionals by providing support, training, and consultation on client and performance reporting solutions. This role combines customer service, financial services knowledge, and analytical problem-solving to help advisors effectively leverage reporting technology, interpret performance data, and deliver meaningful reporting experiences to their clients. The consultant partners closely with advisors, custodians, vendors, and internal teams to resolve reporting and data-related issues while promoting platform adoption and best practices
In this role, you will investigate and resolve client and performance reporting inquiries, analyze data discrepancies, and provide guidance on reporting functionality, customization, and platform capabilities. You will serve as a subject matter expert for performance reporting solutions, delivering training and education to financial professionals while helping drive adoption and user success. Success in this position requires strong attention to detail, critical thinking, communication skills, and the ability to translate complex reporting concepts into practical solutions that enhance the advisor and client experience. You will also collaborate with internal business partners and external providers to improve reporting accuracy, streamline processes, and support ongoing enhancements to reporting platforms.
What We Are Looking For
- Analyze and resolve advisor and client reporting concerns, including performance calculations, account data discrepancies, data integrity issues, and platform-related inquiries, while delivering exceptional customer service.
- Serve as a trusted resource for financial professionals and associates by providing consultative guidance on CIRStatements functionality, reporting options, data presentation, and reporting best practices.
- Develop and maintain expertise in CIRStatements, performance reporting methodologies, advisory account data flows, and related Cambridge technology platforms.
- Deliver individual and group training on CIRStatements features, report customization, system navigation, client reporting best practices, and available self-service resources.
- Investigate and resolve complex reporting and data issues involving account values, performance returns, asset classifications, benchmark assignments, household structures, custodial feeds, and data integrations.
- Collaborate with internal business partners, custodians, vendors, and clearing firms to resolve issues, improve processes, increase reporting accuracy, and enhance the advisor experience.
- Serve as a subject matter expert for escalated reporting, data integration, and platform-related issues while communicating reporting standards, procedures, and policy requirements to stakeholders.
- Assist with testing system enhancements, validating reporting functionality, documenting solutions, and identifying opportunities to improve operational efficiency and service delivery.
Preferred Knowledge and Skills
- Client reporting and performance reporting concepts
- Financial services operations and advisory platforms
- Data analysis and problem-solving
- Customer service and consultative support
- Training and presentation delivery
- Attention to detail and data accuracy
- Root cause analysis and issue documentation
- Strong verbal and written communication skills
Location: Fairfield, IA or Phoenix, AZ – Hybrid in-office 3 days/week
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
- Premium benefit package including medical, vision, dental, life and long-term disability insurance
- Vacation/sick time
- 401K retirement plan with company matching program
- Eleven paid holidays
You can find more details about our comprehensive benefits package here.
Cambridge Overview:
Cambridge is a financial solutions firm that provides business support services to thousands of independent financial advisors. These advisors offer personalized investment services including wealth management, financial planning, and retirement services to individuals and families across the country. Cambridge provides significant compliance, technology, and transaction processing support to these financial advisors and their offices.
Skills Required
- Knowledge of client reporting and performance reporting concepts
- Knowledge of financial services operations and advisory platforms
- Data analysis and problem-solving skills
- Customer service and consultative support skills
- Training and presentation delivery skills
- Attention to detail and data accuracy
- Root cause analysis and issue documentation skills
- Strong verbal and written communication skills
What We Do
Do you control your journey? Are you independent? At Cambridge, we are business innovators, financial planners, wealth advisors, business builders, next generation, retirement planners, visionaries, investment advisors, succession planners, entrepreneurs, and business owners. We believe clients come first, and we all need the freedom to customize our businesses, our way, to best serve our clients. Visit joincambridge.com to learn more. We believe every journey is important. We are independent. We are Cambridge. Visit youcontrolthejourney.com to see more about who we are, what we do, and why we do it. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC and Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc. Cambridge and its predecessor broker-dealer was founded in 1981.
