Vice President, Client Reporting Support Manager

Responsibilities

• Lead the Client Reporting Advisor Support team within the Operations department.
• Responsible for day-to-day management of a team of Advisor Support Associates.
• Ensure team meets service-level expectations and maintains high response quality.
• Handle support items and escalations as a hands‑on contributor.
• Manage a team of 3 Advisor Support Associates, including coaching and performance management.
• Personally field and resolve advisor support items alongside the team.
• Oversee advisor team support items ensuring SLAs are consistently met.
• Uphold quality standards for advisor-facing communication.
• Serve as the escalation point for complex support items.
• Develop and standardize new support workflows and refine processes.

Requirements

• Experience leading a user support team, specifically a team built to support an RIA's Addepar implementation, is required.
• 3–6+ years of experience in client service, advisor support, or wealth management operations, including direct people management experience.
• Deep hands‑on knowledge of Addepar, including reporting workflows, common data and platform issues, and advisor‑facing use cases.
• Willingness and ability to work as an individual contributor on support items and escalations, not solely in an oversight capacity.
• Demonstrated ability to manage SLAs and hold a team accountable to consistent, high-quality service standards.
• Experience handling escalations involving sensitive or complex client and advisor situations with sound judgment.
• Track record of building, documenting, and improving operational workflows and support processes.
• Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical audiences.
• Comfortable operating and managing in a distributed team environment.

Core Competencies

Demonstrates expertise in leading client support teams, particularly in the context of Addepar implementations, while ensuring high-quality service delivery and effective communication. Proven ability to develop and refine operational workflows to enhance team performance and client satisfaction.

Tools & Technologies: Addepar