The Conversion Specialist leads the client reporting and client portal migration for newly onboarded advisory teams joining Lido Advisors through acquisition from their legacy portfolio management systems onto Lido’s Addepar instance. This role coordinates closely with peer specialists on the Billing, Investments, and Technology teams as well as Lido’s Integrations team, to keep all conversion workstreams aligned to a single project plan. These conversion projects this role will be responsible for will have visibility throughout Lido leadership, so the Conversion Specialist needs to be able to set clear expectations and timelines and then execute to those timelines.

Key Responsibilities 

Conversion Ownership & Project Management 

- Own the full conversion lifecycle for client reporting and client portal, for each incoming team: from initial scoping and legacy-system discovery through historical data migration, dual-maintenance, and post-conversion sign-off.

- Build and maintain the client reporting/portal conversion project plan and contribute that plan into a shared master timeline maintained in partnership with the Integration team

- Manage the client reporting/portal workstream against executive-level commitments, proactively surfacing risks, delays, or scope changes to leadership with clear mitigation plans.

- Serve as the client reporting/portal conversion point of accountability ensuring nothing falls between workstreams.

Cross-Functional & Vendor Coordination

- Serve as the client reporting/portal liaison with Lido’s consulting partners and Addepar migration team, coordinating data extraction, mapping, sequencing, and validation for that workstream.

- Coordinate with peer conversion owners within other Lido back-office teams to keep billing, trading, technology, and client reporting aligned within Addepar and its integrated systems.

- Coordinate with Lido's Integration team to align the client reporting/portal workstream with the overall acquisition integration plan and executive-level timeline.

- Partner with the Client Reporting Platform Enablement team on any requests for customization in Addepar for the purpose of conversion are considered against the broader roadmap and client reporting/portal strategy.

- Supply data from Addepar to M&A team to support their reporting up to executive team around the conversion success.

Data Migration & Auditing

- Design and execute audit and reconciliation processes to validate converted data in Addepar against legacy source data.

- Ensure project plan in coordination with consultant partner and Addepar migration team has the proper sequencing and visibility to the converting team.

- Identify, document, and drive resolution of discrepancies before and after go-live, escalating unresolved issues through the appropriate channel.

- Maintain thorough documentation of conversion methodology, decisions, and exceptions to support internal and external audit needs.

Training & Enablement 

- Contribute to training newly converted advisor teams and their support staff on Lido’s Addepar.

- Develop or contribute to training materials, SOPs, and FAQs that support a smooth transition for advisors and operations staff.

Continuous Improvement

- Identify and implement process improvements across the conversion lifecycle to reduce risk and increase efficiency in future migrations.

- Capture and incorporate lessons learned from each conversion into playbooks, checklists, and vendor collaboration processes.

- Bachelor's degree in Finance, Business, or a related field, or equivalent experience.

- 4+ years of experience in financial services operations, with direct experience in data migrations or platform conversions. Experience at a wealth management, RIA, or broker-dealer firm preferred.

- Hands-on experience with Addepar strongly preferred; familiarity with other wealth-tech platforms is a plus.

- Prior experience converting accounts from legacy portfolio management platforms (e.g., Tamarac, Black Diamond, Orion) is a strong plus.

- Demonstrated project management skills, with the ability to manage multiple concurrent workstreams against firm level deadlines.

- Exceptional attention to detail, with proven experience designing and executing data audits and reconciliations.

- Strong written and verbal communication skills; comfortable coordinating cross-functionally.

- Experience training or enabling end users on new systems or platforms.

- Comfortable operating in a fast-paced, deadline-driven environment with high visibility to executive leadership

We are an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.  

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