Client Delivery Advocate - Associate (Wealth Management)

Location: Salt Lake City, Utah, United States; office work Monday–Thursday with remote work available on Friday.

Base salary: $75,000–$85,000 per year, plus equity for full-time employees and an annual performance bonus.

Company

Financial technology company providing software applications and data solutions for wealth management and investment operations.

What you will do

• Analyze portfolio performance, aggregate financial data, and perform account-level reconciliations, including researching and resolving breaks, cancels, and corrects.
• Analyze private equity and hedge fund statements and work with clients and partners to resolve data issues.
• Support client onboarding, account setup, training, day-to-day support, and issue management.
• Configure systems, financial accounts, assets, classifications, data feeds, and custom client reports.
• Liaise with vendor partners on enhancements and system or data issues.
• Develop and adopt policies, procedures, and controls while prioritizing team work and completing projects to detailed specifications.

Requirements

• 3–5 years of experience in a related field and a bachelor's degree from an undergraduate program.
• Excellent customer service skills and the ability to foster and maintain effective relationships.
• Strong understanding of financial instruments, including equities, bonds, ETFs, mutual funds, SMA/UMA, alternative investments, financial indices, performance reporting calculations and methodologies, portfolio management, and rebalancing.
• Experience with RIA or wealth management policies, procedures, and client service, plus experience working with wirehouses or custodians.
• Knowledge of how family offices, RIAs, and investment advisors operate.
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms; and planning tools such as eMoney, MoneyGuidePro, or similar software.
• Strong Microsoft Excel and PowerPoint skills; basic knowledge of database concepts and any type of programming.
• Working knowledge of Photoshop, HTML design, or similar tools.
• Organization, self-motivation, prioritization, attention to detail, accuracy, problem-solving, and clear written and verbal communication.
• Ability to collaborate in a team environment while working independently, learn quickly, and adapt to an expanding environment.

Culture & Benefits

• Hybrid schedule with office work Monday–Thursday and remote work on Friday.
• Comprehensive benefits package with an employer-matched retirement plan.
• Subsidized healthcare with employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave and unlimited paid time off.
• Equity for all full-time employees and an annual performance bonus.