Wealth Management Advisory Performance Reporting Vice President

The Wealth Management Advisory Performance Reporting Vice President provides centralized analytical and operational support to Financial Advisors in designing, producing, and enhancing customized performance reporting solutions for sophisticated clients. This role focuses on developing consolidated reporting packages, supporting client onboarding to the technology platform, and helping Financial Advisors leverage reporting tools and analytics to identify meaningful portfolio insights. The individual serves as a key point of contact for performance reporting matters, partnering with Financial Advisor Teams, Advisory Operations, and technology vendors to ensure timely issue resolution and a high-quality client reporting experience.