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Deliver consolidated wealth management reporting throughout the Addepar servicing lifecycle, including client onboarding, account setup, data validation, quality control, report production, platform maintenance, and case resolution. Investigate discrepancies, coordinate with custodians and vendors, support Financial Advisors and clients, document procedures, improve processes, and communicate technical findings and resolutions clearly.

Support Financial Advisors by providing portfolio analysis, account maintenance, client meeting preparation, asset allocation recommendations, and client relationship management while participating in a comprehensive Associate Development Program.

Manage daily valuation and pricing of complex OTC derivatives by validating models, investigating anomalies, verifying prices and curves, resolving discrepancies, and communicating findings to investment, risk, audit, and external stakeholders. Maintain valuation controls, monitor regulatory changes, coordinate with vendors, and support onboarding of new markets and instruments. Use Excel, Python, or VBA to automate workflows and improve pricing operations.

Manage and optimize the Salesforce CRM for the Client Group: triage production support, administer users and security, configure objects/flows/reports/dashboards, manage releases and CI/CD pipelines, ensure data quality, and support business users globally.

Supports Financial Advisors serving high-net-worth clients by conducting portfolio analysis, preparing client meetings, creating and maintaining accounts, assisting with wealth planning, and providing relationship-focused service. The role includes extensive training in investments, trusts and estates, financial management, sales, and client communication, with opportunities for advancement into wealth strategies, investment strategies, leadership, or advisory positions.

Prepare, review, and coordinate annual, semi-annual, and quarterly shareholder and regulatory reports for pooled funds; incorporate comments from auditors, legal, and accounting; manage SEC filings and vendor coordination; maintain reporting schedules, checklists, and bank accuracy sheets; communicate GAAP rule changes and liaise with internal teams to resolve fund reporting issues.

Processes mutual fund transactions, trade settlements, corrections, and related transfer agency activities. Reviews electronic communications and investor data alerts for FINRA and company-policy compliance, researches trade inquiries, resolves workflow items, documents outcomes, and meets service-level, productivity, and quality targets. The role offers exposure to financial operations, transaction processing, risk, compliance surveillance, transfer agency functions, and capital markets.

Supports investment guideline compliance through reviewing client restrictions, coding and testing rules in compliance systems, performing data integrity checks, maintaining records, updating restricted lists, producing reports, and responding to inquiries. The role requires collaboration with portfolio management, trading, risk, data management, technology, and other internal and external stakeholders. Familiarity with Excel, investment compliance tools, fixed income, fund regulations, ESG data, SQL, or MS Access is beneficial.

Supports multiple financial advisors by preparing client meeting materials, managing calendars, handling client inquiries, coordinating events, maintaining databases, overseeing expenses, arranging travel, supporting reception, ordering supplies, and managing general office tasks. The role requires strong organization, communication, client service, prioritization, and attention to detail in a fast-paced wealth management environment.

Design, build, and operate a FastAPI-based platform and Snowflake-backed data services for trading, analytics, risk, and back-office workflows. Integrate LLMs (Bedrock, Snowflake Cortex) into applications, create scalable APIs, implement background processing (Redis Queue), connect BI tools, and manage infrastructure with Terraform and AWS. Maintain high code quality through testing and CI/CD while collaborating with stakeholders to translate data needs into reliable systems.