Operations Associate

The Operations Associate is essential to ensuring the integrity and efficiency of our wealth management operations. This role oversees key functions, including portfolio accounting, performance reporting, and billing, while driving process improvements and supporting seamless M&A integrations. The ideal candidate is detail-oriented, proactive, and collaborative, with a strong commitment to operational excellence.

Role Responsibilities

• Maintain accurate portfolio accounting, billing, and CRM data.
• Update and manage client information within the CRM system.
• Analyze and reconcile data discrepancies for accuracy.
• Support third-party technology data integrations and the firm’s database integrity, working with internal teams to identify and resolve risks to data quality.
• Assist in M&A integration, including data migration and system training.
• Generate complex reports for transparency, decision-making, and operational improvements.
• Ensure accurate fee calculations, billing, and quarterly client billing reconciliations.
• Run reports for client meetings, client performance reviews, assessments, and ad-hoc requests (e.g., performance tracking, client report design, benchmarking, billing/invoicing).
• Collaborate with internal teams to align operations with strategic goals.
• Ensure compliance with record-keeping and audit requirements.
• Train and support advisors on firm systems and best practices.
• Assist the Trade Team with cash monitoring, account model assignments, and benchmarking.
• Communicate effectively, both verbally and in writing, with wealth advisors, functional departments, and TMG leadership.
• Coordinate with custodians and vendors to resolve operational issues.
• Establish and implement efficient operational processes.
• Contribute to projects improving efficiency and regulatory compliance.

Required Experience

• Bachelor’s degree in Business (Finance, Economics, Accounting) preferred
• Up to three years of relevant professional experience.
• Proficiency in Microsoft Office Suite (specifically Excel and Outlook), and CRM software, with the ability to efficiently manage data, communication, and customer relationships.
• Excellent analytical and quantitative skills, with meticulous attention to detail.
• Excellent problem-solving and process improvement skills.
• Effective communication skills, both written and verbal.
• Strong organizational and time-management abilities.
• Ability to multi-task, prioritize, and collaborate effectively across various departments in a fast-paced, dynamic environment.
• Basic knowledge of asset allocation, portfolio construction, risk management, investments, asset classes, and markets.
• Fundamental project management skills a plus.
• Adaptable and thrives under pressure in a fast-paced, ever-evolving team environment.
• Self-driven, proactive team player who takes full ownership and accountability of responsibilities.