Relationship Manager at Apollon Wealth Management
Apollon Wealth Management · Mount Pleasant, United States Of America · Hybrid
- Professional
- Office in Mount Pleasant
Reporting Manager
Reports to: SVP of Custodial Operations
Status: Exempt
Type: Remote or Hybrid
Reports to: SVP of Custodial Operations
Status: Exempt
Type: Remote or Hybrid
We are looking for a strategic and hands-on Reporting Manager to oversee the firm's client and investor reporting infrastructure. This role involves leading a team responsible for client portals, investor reporting, and alternative investment data. The ideal candidate will be innovative and forward-looking, with a passion for optimizing workflows and delivering exceptional service through reporting solutions.
Responsibilities:
- Oversee the configuration, maintenance, and enhancement of the firm’s reporting tools and systems.
- Lead a team supporting investor reports, client portals, and alternative investment reporting.
- Collaborate with the CTO to drive platform improvements, integrations, and data workflows.
- Partner with internal reporting and operations teams to resolve inquiries and enhance reporting outputs.
- Identify inefficiencies in reporting processes and develop solutions in collaboration with peers across the firm.
- Ensure reporting standards are aligned with firm goals and meet compliance and service-level expectations.
- Help create and partner with practice management as it relates to training and best practices.
Skills and Experience:
- 3-5 years of experience in reporting, data operations, or client-facing investment reporting roles.
- Experience with client portal technologies and alternative investment reporting is preferred.
- Strong leadership and project management capabilities.
- Analytical mindset with a continuous improvement approach.
- Excellent collaboration and communication skills.
Apply Now
