VP, Client Operations

Job Description Summary:

SCS is seeking a Vice President to serve as a senior subject matter expert for Addepar Canoe and alternative investment data workflows within Client Operations. This role will be responsible for maintaining high-quality portfolio and reporting data strengthening operational controls and improving the scalability of platform-driven workflows that support client reporting and investment operations.
The ideal candidate is a hands-on operator who enjoys working at the intersection of investment data reporting platforms and process improvement. This person should be comfortable owning recurring workflows solving ambiguous data issues and helping build scalable operating practices in a growing multi-family office environment.

Job Description:

Primary Responsibilities

• Support key components of day-to-day Addepar data operations and reporting readiness including portfolio data integrity account and ownership structure maintenance data exceptions and recurring operational controls.

• Participate in Canoe and alternative investment data workflows including onboarding document and data capture ongoing maintenance exception management and coordination with internal teams and external providers.

• Maintain and improve data quality controls across Client Operations workflows with a focus on repeatable processes clear ownership and timely resolution of reporting or portfolio accounting issues.

• Partner with Client Analytics & Reporting Trading and technology vendors to support platform enhancements workflow improvements testing and implementation efforts.

• Investigate and resolve complex data reporting and platform-related issues through root cause analysis risk assessment documentation and process improvement.

• Create and maintain documentation procedures and best practices that improve consistency reduce rework and support team knowledge-sharing.

• Provide technical guidance to Associates and Senior Associates on Addepar Canoe alternative investment data workflows and recurring operational questions while escalating material risks or unresolved issues appropriately.

Qualifications

• 58 years of experience in investment operations wealth management portfolio accounting client reporting fund administration or a related financial services role.

• Strong experience with Addepar Canoe or similar investment operations reporting or alternative investment data platforms.

• Strong ownership mindset client-service orientation and ability to operate with urgency accuracy and sound judgment.

• Experience supporting alternative investment operations data management portfolio accounting reporting workflows or operational controls.

• Proven ability to own complex workflows solve problems independently document repeatable processes and coordinate across teams vendors and stakeholders.

• Strong analytical communication process-management and documentation skills with the ability to translate complex operational issues into clear next steps.

• Bachelors degree in Finance Economics Accounting Business Mathematics Computer Science or a related discipline desired.

This position is an exempt position. The annualized base pay range for this role is expected to be between $120000 $130000 base salary compensation range. Actual base pay may vary based on factors including but not limited to experience subject matter expertise geographic location where work will be performed and the applicants skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package including but not limited to medical dental vision life insurance and 401(k). Please note that the job title is subject to change based on the selected candidates experience and education.

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit or follow the company onLinkedIn.

EEO Statement: Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact

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