Operations Associate

Your Other Half; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

25 days paid time off annually

Paid holidays and scheduled paid half‑

401(k) retirement savings plan

Hybrid work environment

Flexible work scheduling

Medical, dental, and vision insurance

Job summary

Payne Capital Management is hiring an Operations Associate who will support daily operations, client onboarding, and portfolio trading support in a high‑visibility role.

Based in New York, NY with a hybrid schedule, you’ll work with advisors and clients to ensure accuracy, confidentiality, and top‑notch client service while learning our systems and staying compliant with industry regulations.

Qualifications

• 2+ years of experience in financial operations or wealth management.
• Strong Excel and Word proficiency with MS Office.
• Excellent organizational and time-management skills.
• Strong written and verbal communication.
• Attention to detail and client-service mindset.
• Willingness to learn new systems and regulations.
• Interest in professional licensing is a plus.

Responsibilities

• Provide exceptional service to clients and advisors.
• Coordinate client onboarding and account maintenance.
• Perform daily operations including reconciliation and administration.
• Assist with portfolio trading support and rebalancing.
• Support compliance processes and regulatory reporting.
• Prepare reports, spreadsheets, and client communications.
• Use planning software and internal systems to aid advisors.
• Maintain accurate records with confidentiality.
• Collaborate across departments to improve efficiency.
• Handle additional duties as assigned.

Skills

Excel

Microsoft Office

Organizational skills

Communication

Analytical thinking

Attention to detail

Client service

Independent work

Learning mindset

Licensing interest

Tools

CRM software

Job description

If you are early in your career, ambitious, and ready to learn how a high-performing wealth management firm actually runs, this is the opportunity to get inside the engine.

Payne Capital Management is hiring an Operations Associate who wants more than a narrow back-office role. You will gain hands‑on exposure to client onboarding, portfolio operations, trading support, compliance, and the systems behind an exceptional client experience. This is a high‑visibility role for someone who learns quickly, takes ownership, and wants to build a serious career in wealth management alongside an experienced, growing team.

About Payne Capital Management

Payne Capital Management LLC (PCM) is an independent wealth management firm dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment management. We pride ourselves on delivering exceptional client service while fostering a collaborative, team‑oriented work environment.

Position Summary

The Operations Associate plays a key role in supporting the firm’s daily operations while serving as an important resource for advisors, clients, and internal team members. This position supports both operational and compliance functions and requires excellent organizational skills, attention to detail, sound judgment, and outstanding client service.

Primary Responsibilities

• Provide exceptional service and support to firm clients and financial advisors.
• Coordinate client onboarding and account maintenance activities.
• Perform daily operational functions, including account reconciliation and account administration.
• Assist with portfolio trading support, including equity and fixed income portfolio rebalancing.
• Support compliance processes, documentation, and regulatory reporting.
• Prepare reports, spreadsheets, client communications, and other operational documentation.
• Utilize financial planning software and internal systems to support advisors and identify planning opportunities.
• Maintain accurate records while ensuring a high level of confidentiality and attention to detail.
• Collaborate across departments to improve operational efficiency and client experience.
• Perform additional operational and administrative duties as assigned.

Qualifications

• 2+ years of experience in financial operations, wealth management, financial services, or a related industry.
• Strong proficiency with Microsoft Office, particularly Excel and Word.
• Excellent organizational and time management skills with the ability to manage multiple priorities.
• Strong written and verbal communication skills.
• Excellent analytical, problem-solving, and critical‑thinking abilities.
• High attention to detail and accuracy.
• Strong interpersonal skills with a client‑service mindset.
• Ability to work both independently and collaboratively.
• Willingness to learn new systems, processes, and industry regulations.
• Interest in pursuing professional licensing or certifications is a plus.

Preferred Qualifications

• Experience working in a Registered Investment Advisor (RIA) or wealth management environment.
• Familiarity with financial planning, portfolio management, or CRM software.
• Experience supporting compliance functions.

Work Schedule

• Hybrid work environment - New York, NY
• Core business hours are 9:00 a.m. - 5:00 p.m. ET .
• Occasional flexibility may be required based on business needs.

Compensation:

$90,000 - $130,000

Benefits for eligible full-time employees include:

• 25 days of paid time off annually
• Paid holidays and scheduled paid half-days
• 401(k) retirement savings plan, subject to plan eligibility requirements
• Hybrid work environment
• Flexible work scheduling, subject to core business hours and business needs
• Medical, dental, and vision insurance

Payne Capital Management is an Equal Opportunity Employer. We are committed to creating an inclusive workplace and consider all qualified applicants without regard to race, color, religion, sex, national origin, age, disability, protected veteran status, or any other status protected by applicable law.