What are the responsibilities and job description for the Operations Associate position at Leo Wealth Global?
Operations Associate
Leo Wealth | Hurst, TX | Supporting U.S. and Asia Locations
About Leo Wealth
Leo Wealth is a fast-growing global wealth management firm delivering exceptional financial guidance across international markets. We are currently executing an exciting expansion plan across Asia, and our Hurst, Texas office serves as a key operational hub supporting a growing network of colleagues and clients across the United States and Asia.
Position Overview
Addepar capabilities are a key part of this role and candidates should not apply unless they possess meaningful Addepar skills. Leo Wealth is seeking a detail-oriented and driven Operations Associate to join our team during a period of significant global growth. This role sits at the heart of the firm’s day-to-day operations, supporting the Director of Operations in delivering seamless client service and operational efficiency across a multi-location, international environment. A core requirement of this role is hands-on proficiency with Addepar, the firm’s primary portfolio reporting and data management platform. The ideal candidate combines strong operational instincts with deep familiarity with wealth management workflows and technology.
Key Responsibilities
• Support the Director of Operations in managing and improving daily operational workflows across U.S. and Asia office locations
• Administer and maintain the Addepar platform, including data integrity, account setup, reporting configuration, and troubleshooting
• Generate and distribute client portfolio reports and performance analytics through Addepar
• Coordinate with advisors and client-facing teams to ensure accurate and timely delivery of reporting and operational deliverables
• Assist with account opening, maintenance, and custodian coordination across multiple platforms
• Support compliance-related operational tasks including documentation, recordkeeping, and audit preparation
• Identify and help implement process improvements to enhance efficiency across the firm’s operations
• Assist with onboarding of new clients, staff, and office locations as the firm continues to expand globally
• Serve as a liaison between operations, advisory, and technology teams to ensure smooth cross-functional workflows
Qualifications
• 2 years of experience in an operations role within a wealth management, RIA, or financial services firm
• Hands-on experience with Addepar is required — including reporting, data management, and platform administration
• Familiarity with custodial platforms (e.g., Schwab Advisor Services, Fidelity, or similar)
• Proficiency with Microsoft 365 applications including Outlook, Excel, Teams, and SharePoint
• Strong attention to detail and commitment to data accuracy
• Excellent organizational and communication skills with the ability to manage competing priorities
• Ability to work effectively across time zones in support of a global team
• Comfortable operating in a fast-paced, high-growth environment
• Experience supporting multi-location or international operations is a plus
Compensation & Benefits
• Competitive base salary commensurate with experience
• Performance-based bonus plan
• Health, dental, and vision insurance
• 401(k) retirement plan
• Opportunity to grow with a firm in active global expansion
Why Leo Wealth
This is an opportunity to join a collaborative, globally minded team where your contributions directly shape the client experience and operational strength of a growing firm. As Leo Wealth continues its expansion across Asia and beyond, the Operations Associate will play a meaningful role in building the infrastructure that supports that growth. If you are a motivated self-starter with a passion for operational excellence and a command of Addepar, we’d love to hear from you.