Client Reporting Support Manager

Job Summary

Leading the Client Reporting Advisor Support team, the remote Vice President, Client Reporting Support Manager will manage a team of Advisor Support Associates, handle advisor inquiries, and ensure high-quality service delivery while evolving support workflows in a fast-paced environment.

Key Responsibilities

• Directly manage a team of Advisor Support Associates, focusing on coaching, performance management, and professional development
• Personally field and resolve advisor support items, sharing the day-to-day workload with the team
• Oversee advisor team support items end-to-end, ensuring service-level agreements (SLAs) are consistently met

Required Qualifications

• Experience leading a user support team specifically for an RIA's Addepar implementation
• 3-6+ years of experience in client service, advisor support, or wealth management operations with direct people management experience
• Deep hands-on knowledge of Addepar, including reporting workflows and advisor-facing use cases
• Demonstrated ability to manage SLAs and ensure high-quality service standards
• Track record of building and improving operational workflows and support processes