Operations Associate

Intellectus Partners, LLC; San Francisco (CA); On-site; USD 60,000 - 90,000; Full time

Job summary

Intellectus Partners, LLC is seeking a high-ownership Operations & Compliance Associate in San Francisco. This role is core to the firm’s daily operations, requiring candidates to lead new account onboarding and maintain compliance records. Ideal applicants are detail-oriented, possess an ownership mindset, and are comfortable in compliance environments. The dynamic nature of this position offers significant responsibility and insight into how a modern advisory firm operates and scales.

Qualifications

• Highly detail-oriented with strong operational discipline.
• Ownership mindset; responsible for outcomes, not just tasks.
• Comfortable in financial services and compliance environments.

Responsibilities

• Lead new account onboarding and account opening.
• Support trade settlement and execution processes.
• Track and maintain the Compliance Calendar.
• Prepare and organize reports for regulatory review.
• Coordinate scheduling, meetings, and office calendar.

Skills

Detail-oriented

Operational discipline

Ownership mindset

Financial services compliance

Strong organizational skills

Ability to handle sensitive information

Systems thinking

Speed and precision

Job description

Join Intellectus — Operations & Compliance Associate

Intellectus is building a new kind of advisory firm—where wealth management, technology, and execution excellence converge. We’re looking for a high-ownership Operations & Compliance Associate to play a core role in running the firm day-to-day.

Become part of the operational backbone of the business.

San Francisco | AI-Driven Advisory Platform

What You’ll Do: Operations

• Lead new account onboarding and account opening
• Trade support & Execution
• Process product paperwork (Alts, SMAs, Options, SLAs, etc.)
• Execute wires, transfers, and journals
• Maintain records across new accounts, money movement, and NNA
• Support trade settlement, booking, and allocations
• Manage counterparty documentation and processing
• Own data integrity and firm-wide file systems & CRM
• Coordinate scheduling, meetings, and office calendar
• Support phones and day-to-day operational flow

Compliance

• Track and maintain the Compliance Calendar
• Prepare and organize reports for regulatory review
• Maintain files for attestations and acknowledgments
• Manage compliance marketing logs and documentation
• Maintain client communications and data records
• Assist with regulatory filings
• Ensure accurate, daily record keeping

What We’re Looking For

• Highly detail-oriented with strong operational discipline
• Ownership mindset — you take responsibility for outcomes, not tasks
• Comfortable in financial services / compliance environments
• Strong organizational and systems thinking skills
• Ability to handle sensitive information with discretion
• Moves with speed, precision, and reliability

This Role Is

• Core to the firm’s functioning, not a support afterthought
• Fast-paced, high-responsibility, and execution-driven
• A front-row seat to how a modern advisory firm operates and scales