Job Description
Talnt is seeking a Portfolio Reporting Manager to own the systems and processes behind client performance reporting. You will lead the Addepar and Orion environments, oversee onboarding and conversions, and drive day-to-day reporting operations across Operations, Technology and Advisor teams.
The role combines hands-on leadership with process improvement in a remote, distributed setting, mentoring the reporting team and coordinating with senior leadership to deliver accurate, timely client
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Portfolio Reporting Manager
los angeles