• Partner with UHNW Relationship Managers, Financial Advisors, product teams, and operations partners to support bespoke UHNW client needs • Serve as the primary operational and performance reporting lead for complex UHNW client relationships, including multi-entity households, trusts, partnerships, foundations, closely held assets, alternative investments, and personal accounts • Deliver high-touch internal support for time-sensitive, client-impacting requests • Perform detailed analysis of investment performance data • Lead the design, implementation, and ongoing refinement of scalable UHNW performance reporting frameworks • Create and maintain highly customized reports, including consolidated performance, entity-level reporting, net worth summaries, and asset allocation views • Build and enhance reporting templates tailored to UHNW clients and evolving client needs • Design, test, and refine reporting structures within Orion, including workflows for handling complex, multi-entity, and alternative investment data • Identify system limitations and develop creative, manual, or interim solutions to deliver accurate and timely reporting • Troubleshoot performance discrepancies and collaborate with internal teams to resolve issues • Educate advisors on performance calculations, benchmarks, and reporting methodologies • Oversee setup and maintenance of alternative investments and manually maintained accounts within Orion and related systems • Convert valuation and transaction data into portfolio accounting system templates • Support development of repeatable processes for incorporating alternative and illiquid investments into reporting outputs • Play a central role in building and evolving the UHNW operations and reporting function, including defining best practices, workflows, and scalable processes

• Assist the leadership in leading expansion plans for the market and shape the plan for launching new services while ensuring strong coordination with Government Relations, Marketing and Tech teams along the way • Work with relevant business owners and country managers to ensure world-class operational standards in areas such as licensing, local exchange operations, products and growth etc. • Work extensively with data dashboards to refine user experience, to monitor and report operating metrics to proactively identify areas of improvement and recommend and implement action plans • Partner with cross functional teams, using region specific data and insight to define changes, design experiments, and implement those changes across our product operations.

• handle first-line support via chat and email, in German (and sometimes English) • triage every ticket: resolve it yourself, find a workaround, or route it upstream • learn the product fast and mostly on your own • maintain quality across every response • provide feedback to Leadership and the product team

• Active Headhunting: Source, attract, and close top-tier outbound BPO sales talent using aggressive outbound sourcing methods • End-to-End Ownership: Own the entire recruitment funnel—from active market mapping to final offer negotiations • Strategic Input: Act as a local market expert. Analyze our talent pipeline and proactively suggest improvements to support our organizational growth • Future Leadership: For the right person, this role could be the stepping stone to leading and managing our local branch setup in the Philippines down the line