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UHNW Reporting Lead - Addepar Specialist

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A leading financial services firm in Lone Tree, Colorado is seeking a Senior Manager to lead complex reporting for Ultra High Net Worth clients. Role involves managing client relationships, supporting a custom reporting team, and applying strong analytical and problem-solving skills. The ideal candidate will have extensive experience in financial services and proficiency with the Addepar reporting tool. Competitive benefits and opportunities for growth are offered, including a hybrid work model.
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