Investment Operations Associate -

Martel Wealth Advisors, LLC; Vancouver (WA); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Health insurance

401(k) employer match

Paid time off

Paid holidays

Early Friday closure

Job summary

Martel Wealth Advisors, LLC, an independent fiduciary firm based in the Pacific Northwest, seeks an Investment Operations Associate to execute daily trading, rebalance client accounts, and build scalable processes. Reports to the Director of Portfolio Services and collaborates with advisory and client service teams.

Ideal candidates have 5–15 years in investment or financial operations, strong control of workflows, and excellent communication.

Qualifications

• Bachelor's degree in finance, accounting, economics, mathematics, or a quantitative field.
• 5–15 years of experience in investment operations, financial operations, accounting, or a related field.
• Detail-oriented and process-minded, with a track record of building or improving operational workflows.
• Strong written and verbal communication skills and the ability to manage multiple priorities with care and accuracy.
• Experience with Schwab Advisor Center, Orion, and Microsoft Office Suite preferred.

Responsibilities

• Execute and oversee daily trading and rebalancing across client accounts with precision and efficiency
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed
• Track, monitor, and reconcile high-dollar transactions and cash flows
• Maintain fund performance tracking and client reporting infrastructure
• Generate portfolio reviews and support the advisory team with client-facing materials
• Identify opportunities to improve, document, and scale investment operations workflows and processes
• Coordinate with advisors and client service staff to manage multi-client priorities with competing timelines

Skills

Detail-oriented

Communication skills

Process improvement

Team collaboration

Education

Bachelor's degree in finance, accounting, economics, mathematics, or a quantitative field

Tools

Schwab Advisor Center

Orion

Microsoft Office Suite

Job description

Martel Wealth Advisors, LLC is an independent, boutique investment management firm based in the Pacific Northwest since 1982. Today, we advise high net worth families and employer-sponsored retirement plans across 10+ states with over $1 billion in assets under management. The firm, supported by a dedicated team of specialists, offers our clients a bespoke array of investment and retirement planning opportunities. Our headquarters is located on the waterfront of the Columbia River in Vancouver, WA.

Job Summary

The Investment Operations Associate is a key member of the Portfolio Services team, responsible for the accurate execution of daily investment operations across a $1B+ AUM platform. Reporting to the Director of Portfolio Services, this role is equal parts execution and process‑building: you will keep the machine running today while helping us build the systems and workflows that scale it for tomorrow.

This is not a traditional investment analyst role. Our investment philosophy is intentionally simple — a disciplined, limited set of institutional‑quality funds structured around clear client models. We are not looking for someone who wants to be active in securities research or individual stock selection. We are looking for someone who takes deep ownership of operational excellence: someone who is energized by getting systems right, documentation tight, and processes scalable.

Candidates with investment operations experience would be strong fits, as would candidates with strong backgrounds in financial operations, accounting, or similar roles.

Duties and Responsibilities

• Execute and oversee daily trading and rebalancing across client accounts with precision and efficiency
• Ensure asset allocation and tactical allocations are accurately implemented and periodically reviewed
• Track, monitor, and reconcile high-dollar transactions and cash flows
• Maintain fund performance tracking and client reporting infrastructure
• Generate portfolio reviews and support the advisory team with client‑facing materials
• Identify opportunities to improve, document, and scale investment operations workflows and processes
• Coordinate with advisors and client service staff to manage multi‑client priorities with competing timelines

Qualifications

• Bachelor's degree in finance, accounting, economics, mathematics, or a similarly quantitative field
• 5-15 years of experience in investment operations, financial operations, accounting, or a related field — a background in financial operations or accounting is welcomed alongside a traditional investments background
• Detail-oriented and process‑mindful, with a track record of building or improving operational workflows
• Strong written and verbal communication skills and the ability to manage multiple priorities with care and accuracy
• Experience with Schwab Advisor Center, Orion, and Microsoft Office Suite preferred
• High degree of confidentiality, integrity, and professionalism

Preferred Expertise

• Process and systems thinking — experience documenting workflows, identifying inefficiencies, and building scalable operational infrastructure
• Investment operations and portfolio administration — trade execution, rebalancing, reconciliation, and compliance with model allocations in an RIA environment
• Financial reporting and data integrity — maintaining accurate, reliable data across portfolio management and client reporting platforms
• RIA platform proficiency — hands‑on experience with Schwab Advisor Center, Orion, or comparable custodial and portfolio management systems
• Cross‑functional coordination — comfortable working across advisory, client service, and operations teams in a client‑first environment

Salary and Benefits

• Our employees enjoy a competitive compensation and benefits package, including 100% paid employee medical (includes vision) premiums, 401(k) plan with employer contribution after a year, PTO that increases with tenure in addition to sick time, additional paid holidays, and early office closure every Friday.
• We encourage and support our employees in pursuit of CFP and CFA programs.
• We recently completed an expansion of our office and are excited to share our beautiful new space with clients and our team. Our centrally located, Columbia River waterfront office provides an exciting place to work, and we enjoy regular team outings around the Portland‑SW Washington area.

This position is in‑office 5 days a week and is not remote.

If you are a team player with a love of the Pacific Northwest, come join us!

Martel Wealth Advisors is a fee‑only, independent fiduciary firm with over 40 years of history serving the Portland/Vancouver community. We do not sell products or earn commissions.