What are the responsibilities and job description for the Wealth Management Operations Analyst position at Social Capital Resources?
Top-Tier Investment Advisory Firm is Seeking a Wealth Management Operations Analyst!
Responsibilities:
- Responsible for delivering integrated financial oversight across asset allocation, liquidity management, and broader strategic planning to our clients
- Coordinate client workflows, including deliverables and requests, and partner with internal teams across reporting, investments, and operations
- Maintain and actively monitor client wealth systems, including asset allocation, performance, and liquidity, to support accurate, real-time decision-making
- Own the organization, maintenance, and synthesis of client information and data to support consistent, high-quality portfolio oversight
Qualifications:
- Bachelor's Degree
- 1-3 years experience working in wealth management, supporting high net worth clients
Salary : $95,000 - $120,000