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Data Services Lead at Focus Partners Wealth - ApplyBlast

Data Services Lead

Focus Partners Wealth

2 months ago

4.0 on Glassdoor

Chicago, Illinois, United States

Onsite

Full Time

Senior

0 applicants

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About this role

The Data Services Lead supports the Operations team by maintaining accurate private investment data and ensuring the integrity of client reporting through Addepar. This role requires strong analytical and communication skills to collaborate with internal teams and external partners while focusing on private investments. The position involves managing daily operational processes, onboarding new clients, and contributing to data integrity and process improvement initiatives.

Responsibilities

Execute daily operational processes for client portfolio reporting within Addepar
Maintain ownership of new limited partnership investment reporting and system updates
Support new client and account onboarding while ensuring data integrity and accuracy

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.