Job Description:
This job is responsible for resolving day-to-day complex problems, researching, and executing on complex transactions for multiple sites or larger business unit(s). Key responsibilities include leading the design, development, and implementation of products, systems, processes, and services using discretion within the project management methodologies, with a focus on continuous improvement.

LOB Description:

As part of Wealth Management Operations (WMO), Investment Information Management Organization, this position is a Senior Operations Consultant within the Wealth Management Performance Operations Team. The Senior Operations Consultant will support the Wealth Management Performance Operations organization by serving as a subject matter expert in investment performance measurement and reporting while leading the design, development, and enhancement of performance operations processes, platforms, and strategic initiatives. Key responsibilities include analyzing and resolving complex investment performance calculation discrepancies and return outliers, providing support to business partners and Financial Advisors, driving operational improvements, supporting performance platform enhancements, and translating sophisticated performance methodologies and analytical concepts into actionable business solutions.

• Serve as a subject matter expert in investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting and aggregation, and performance risk statistics.

• Utilize Microsoft Excel and PowerPoint to perform advanced analysis, develop reporting solutions, and create presentations that support business decision-making.

• Act as a trusted advisor and mentor, identifying knowledge gaps and fostering increased understanding of performance measurement principles across the organization.

• Develop and deliver training programs on performance concepts, methodologies, and tools to support both new and experienced associates.

• Build strong partnerships with Financial Advisors and business teams to understand client reporting needs and deliver performance-related solutions.

• Identify process improvement opportunities and lead initiatives that enhance operational effectiveness, service delivery, and client outcomes.

• Develop operational workflows, process maps, and system designs that improve efficiency, scalability, and risk management.

• Independently manage complex assignments with minimal oversight while proactively engaging appropriate stakeholders to achieve desired outcomes.

• Establish, monitor, and report on key performance indicators (KPIs) and operational metrics to measure effectiveness, identify trends, and drive continuous improvement.

• Design and execute strategic roadmaps supporting performance platform enhancements, operational improvements, and technology transformation initiatives.

• Evaluate incoming performance-related requests, assess business needs, and provide consultative guidance on appropriate solutions, processes, and controls.

• Partner with market data providers, including Morningstar, Lipper, FactSet, Bloomberg, and other data sources to ensure accurate performance reporting and analytics.

• Leverage performance measurement platforms such as Tamarac, First Rate, or similar solutions to support business objectives.

• Develop and deliver executive-level presentations, business recommendations, and strategic updates to senior leadership.

• Lead cross-functional collaboration efforts with internal stakeholders, business partners, and third-party vendors to drive performance-related initiatives and operational excellence.

• Translate complex mathematical, analytical, and performance concepts into clear, actionable insights for business partners, leadership, and advisors.

• Analyze, validate, and troubleshoot complex performance calculations, identifying and resolving performance exceptions, outliers, and data inconsistencies.

Responsibilities:

• Leads the design, development, and implementation of complex products, systems, and services in an operations environment using subject matter expertise

• Manages projects and direct activities of a team related to special initiatives

• Advises as a technical expert in assigned area by providing work direction, guidance, and training to employees and business partners on new complex initiatives

• Builds relationships with business partners across various Lines of Business

• Manages and defines responsibilities and accountabilities for key program and projects

Required Qualifications:

• Advanced knowledge of investment performance measurement methodologies, including Time-Weighted Rate of Return (TWRR), Money-Weighted Rate of Return (MWRR), Modified Dietz, asset weighting, aggregation methodologies, and risk statistics.

• Strong quantitative and analytical skills with the ability to understand and apply complex mathematical and algebraic concepts.

• Proven ability to analyze, interpret, and resolve complex performance calculation discrepancies and outliers.

• Ability to communicate sophisticated performance, financial, and mathematical concepts clearly to both technical and non-technical audiences.

• Demonstrated success collaborating across multiple business functions, including partnering with senior leaders, vendors, and key stakeholders.

• Experience developing and delivering executive-level presentations, recommendations, and strategic communications.

• Hands-on experience with investment performance and reporting platforms such as First Rate, Addepar, Tamarac, Confluence, Black Diamond, Clearwater, or similar solutions.

• Experience working with financial market data providers including Morningstar, Lipper, FactSet, Bloomberg, or equivalent data sources.

• Strong critical thinking and consultative problem-solving skills, with the ability to challenge assumptions and recommend alternative solutions when appropriate.

• Experience defining and implementing operational strategies, roadmaps, and process improvements for technology or platform enhancements.

• Ability to establish, monitor, and interpret key performance indicators (KPIs) and operational metrics.

• Strong organizational and project management skills, with the ability to manage multiple priorities independently and with minimal supervision.

• Experience designing operational workflows, process maps, and system-related processes.

• Proven track record of identifying and implementing process improvement opportunities that increase efficiency, scalability, and risk controls.

• Ability to train, mentor, and develop associates on performance methodologies, reporting solutions, and industry best practices.

• Experience partnering with Financial Advisors and/or wealth management professionals to support client reporting and performance-related initiatives.

• Intermediate to advanced proficiency in Microsoft Excel and PowerPoint, including data analysis, reporting, visualization, and executive presentation development.

Desired Qualifications:​

• Bachelor's degree in Mathematics, Finance, Economics, Statistics, or a related quantitative discipline, or equivalent combination of education and relevant experience.

• ​Advanced knowledge of complex algebraic and financial calculations.

• Experience supporting investment performance reporting, analytics, and measurement within wealth management, asset management, family office, or financial services environments (First Rate, Addepar, Tamarac, Confluence, Black Diamond, etc.)

Skills:

• Critical Thinking

• Customer and Client Focus

• Decision Making

• Problem Solving

• Risk Management

• Adaptability

• Attention to Detail

• Collaboration

• Issue Management

• Analytical Thinking

• Oral Communications

• Presentation Skills

Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.

Shift:

Hours Per Week: 

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