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Vice President at Focus Partners Wealth - ApplyBlast

Vice President

Focus Partners Wealth

1 month ago

4.0 on Glassdoor

Needham, Massachusetts, United States

Onsite

Full Time

Executive

0 applicants

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About this role

SCS is seeking a Vice President to serve as a senior subject matter expert for Addepar, Canoe, and alternative investment data workflows within Client Operations. This role will be responsible for maintaining high-quality portfolio and reporting data, strengthening operational controls, and improving the scalability of platform-driven workflows that support client reporting and investment operations. The ideal candidate is a hands-on operator who enjoys working at the intersection of investment data, reporting platforms, and process improvement.

Responsibilities

Support Addepar data operations and reporting readiness
Manage Canoe and alternative investment data workflows
Maintain data quality controls across Client Operations

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

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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.