Remote Portfolio Reporting Leader | Addepar/Orion Expert
San Diego, San Diego County, California, 92101, USA
Listed on 2026-10-29
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Accounting
Financial Reporting, Financial Compliance
Undisclosed is seeking an experienced wealth management professional to lead our portfolio reporting team. You will oversee daily operations and ensure accurate data across Addepar and Orion, enabling precise client reporting and smooth advisor onboarding.
The role requires a bachelor’s degree and 7–10 years in wealth management, strong analytical and data reconciliation skills, and a fully remote work arrangement with competitive compensation and comprehensive benefits including medical,
As a Remote Portfolio Reporting Leader | Addepar/Orion Expert, you will play an important part at Undisclosed in United States.
We would love to welcome a new Remote Portfolio Reporting Leader | Addepar/Orion Expert to our team in United States.
For the Remote Portfolio Reporting Leader | Addepar/Orion Expert position at Undisclosed, we are reviewing applications now.
Step into the Remote Portfolio Reporting Leader | Addepar/Orion Expert role at Undisclosed in United States and grow with us.
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