Operations Associate - Chicago, IL

THE MATHER GROUP

The Mather Group, LLC (TMG) is one of the fastest-growing independent, registered investment advisory firms in the country, offering comprehensive wealth management services with our clients’ best interests in mind.

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As a fiduciary, we simplify complex financial planning with an all-inclusive approach to investment, tax, and estate management – so our clients can focus on what truly matters. Our vision is focused on empowering people to navigate their life’s journey with confidence and peace of mind. ‍

You don’t get one advisor – you get The Mather Group. ‍

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.

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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.

CANDIDATE REQUIREMENTS

• 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.
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ROLE INFORMATION

• Status: Full-Time (Hybrid)
• Location: Chicago, IL (HQ)
• Salary Range: $65,000 to $75,000, 8% annual bonus target, and opportunity to earn equity
• Reports to: Amy Klapak, Director of Operations

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TMG s an equal opportunity employer and welcomes candidates from diverse backgrounds