The specialist will design and maintain training resources for the firm's productivity stack while acting as a bridge between technical capabilities and business needs. They will also facilitate AI adoption by managing an AI hub, supporting an AI champion network, and translating technical features into practical business use cases.
United States$130K - $140K per year5-10 yrs expOthers
The Portfolio Reporting Team Lead provides leadership for the reporting function, overseeing workflows, system integrity, and data accuracy within the Addepar and Orion platforms. They are responsible for new account setups, reconciliation, and supporting the integration of new advisors while maintaining internal controls and documentation.
