and eliminate reliance on manual tracking and outsourced partners. As the Reporting Specialist, you will "live and breathe" Addepar... as you take full ownership of the reporting ecosystem. What You Will Do Lead Addepar Management: Own the creation, configuration...
and eliminate reliance on manual tracking and outsourced partners. As the Reporting Specialist, you will "live and breathe" Addepar... as you take full ownership of the reporting ecosystem. What You Will Do Lead Addepar Management: Own the creation, configuration...
and utilization within the CRM, building workflows that advisors can adopt and scale. Directly manage the Reporting Specialist, lead... systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...
and utilization within the CRM, building workflows that advisors can adopt and scale. Directly manage the Reporting Specialist, lead... systems. You possess strong software aptitude, with experience in complex reporting platforms like Addepar (highly preferred...