Wealth Management Operations Analyst Jobs

SKILLS & EXPERIENCE WE’RE LOOKING FOR

Leverage your operational background and experience to contribute to a growing business

Manage advisory business implementation and rebalancing

Manage cash balances and private banking services in accounts

Plan and manage new account on boarding process

Provide overview of client reporting and web capabilities to potential new clients

· 3+ years of management experience

JOB FUNCTION 2: CLIENT RELATIONSHIP MANAGEMENT

JOB FUNCTION 4: Industry/Product/Company Knowledge

· Demonstrates knowledge and can accurately execute against Suitability Guidelines, operational processes and sales model

· Attends Client Services and company educational events

· 3+ years of industry experience specifically in client servicing

Potentially engage in additional tech management and integration, including CRM and client experience automation.

Demonstrated proficiency in reporting systems and data management is essential.

Manage and maintain investment data databases, such as Morningstar, to support informed decision-making.

Utilize strong MS Excel skills to analyze and present financial data effectively.

Work closely with internal stakeholders to understand reporting requirements and provide valuable insights.

Knowledge of investment databases like Morningstar is advantageous.

Superior management and collaboration skills including the ability to influence and engage direct and indirect reports and peers.

Director of Operations – Wealth Management

Manage all new and existing vendor relationships, billing, and invoicing.

Evaluate, design, and enhance the client experience through long-term strategic initiatives and recommendations.

7+ years of operational experience within a wealth/RIA setting required.

Knowledge of basic financial services operational functions, terminology, and software.

Represent the Operations function during management meetings.

Create strategic initiatives related to technology and client experience.

7+ years of operational experience within a wealth/investment setting required.

Experience using MS Office Suite products.

Experience with Salentica, Black Diamond, WealthScape, and Blaze is a plus.

Knowledge of basic financial services operational functions, terminology, and software.

Public Accounting / Asset Management experience preferred

Creating management presentations/responding to ad hoc requests and preparing analyses for same

Additional responsibilities will be based on the needs of the division and the candidate’s specific skills

Supporting/furthering technology initiatives related to the above responsibilities

Bachelor’s Degree in Accounting, Finance or other business discipline

Strong analytical skills and detail orientation

2 – 4 years’ of Operations Management experience (ideally within Health and Human Services)

Assist with DNCD document management systems

Assist with DNCD data management activities supporting task orders

Maintain Director calendar and be POC for external scheduling requirements

Manage DNCD employee required trainings

Manage Divisional equipment and supply orders

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)

EDUCATION LEVEL: Refer to Position Description

2+ years of work experience in a field relevant to the position required

Various administrative duties related to investment management and wealth planning

Currently pursuing or willing to pursue additional industry certifications (Ex. - CFP or CFA)

Strong knowledge of MS tools including Word, Excel and PowerPoint

Financial industry and product knowledge preferred

Strong interpersonal and communication skills

Teamwork. We work selflessly to enrich the lives of our clients and our community.

Experience working in a direct or support role for manufacturing.

Experience implementing Toyota Production System or equivalent continuous improvement initiatives in a manufacturing environment on the shop floor.

Experience utilizing Material and Information Flow Chart (Value Stream Mapping).

Analyze the shop floor through Genchi Genbutsu (Go and See)

Learn and use TPS tools to visualize waste.

Set challenging targets that align with North American cost competitiveness.

EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)

2+ years of work experience in a field relevant to the position required

Four-year college degree or professional certification preferred

Experience working in a direct or support role for manufacturing.

Experience implementing Toyota Production System or equivalent continuous improvement initiatives in a manufacturing environment on the shop floor.

Experience utilizing Material and Information Flow Chart (Value Stream Mapping).

Analyze the shop floor through Genchi Genbutsu (Go and See)

Learn and use TPS tools to visualize waste.

Set challenging targets that align with North American cost competitiveness.

EDUCATION, EXPERIENCE, KNOWLEDGE, And SKILLS

Identifies and implements practice management opportunities by interfacing with various departments across the firm

Proactively participates in firm initiatives directed by local management

Strong computer skills including knowledge of Microsoft Office products (Word, Excel and PowerPoint)

2+ years of work experience in a field relevant to the position required

Four-year college degree or professional certification preferred

Ability to effectively interact and build relationships with senior management and global stakeholders

Own and drive product roadmaps that will deliver key SMA business goals, improved user experience and realize operational scale

Work across functional teams to design and deliver differentiated features to improve user experiences

3-5 years of experience from a product-driven financial services or technology company

Experience with Agile practices and working with scrum teams (building a backlog, joining ceremonies, etc.)

Strong ability to manage multiple projects with competing deadlines

Computer literacy skills are required. Proficiency in Microsoft Excel is a must.

Bachelor’s degree with a focus on Accounting, Finance, Economics, or Business.

3 - 5 years of Investment Operations experience.

Charles River Development/Moxy knowledge a plus.

You can demonstrate experience with:

Monitor the trade matching, confirmation and settlements process across multiple platforms for varying security types.

$4B investment firm offering Asset Management and Advisory Services across both public and private markets

Assist in the monthly pricing, valuation and portfolio management reporting process

Act as liaison between portfolio management, compliance and accounting teams

• Experience with Schwab and Fidelity is a plus

Coordinate settlement of all trades across the portfolio

Complete daily cash and position reconciliations between internal portfolio software platform, general ledger system and custodian banks