Operations Associate, Wealth

Insurance Administrative Solutions, L.l.c.; Urbandale (IA); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

No specific perks listed

Job summary

Integrity, LLC is seeking an Operations Associate, Wealth Services, to support advisors and wealth teams by acting as a subject matter expert across core wealth platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI. You will resolve complex issues, train users, and ensure data integrity.

In this role, you will onboard new users, manage system access, coordinate projects, and provide reporting on platform usage and customer satisfaction, while collaborating with internal

Qualifications

• 3–5 years of experience in Financial Services, Wealth Management, or a related industry.
• Experience working with wealth reporting, CRM, or advisor technology platforms.
• Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.
• Education: Four-year college or university program certificate in Business, Finance, or a related field; or equivalent combination of education and experience.

Responsibilities

• Serve as primary point of contact for advisors regarding platform functionality and inquiries.
• Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.
• Maintain user accounts, permissions, security rights, and group assignments across supported systems.
• Coordinate account assignments, household setup, and workload distribution across teams; track, monitor, and report on project status and metrics.

Skills

Communication skills

Active listening

Multitasking

Analytical thinking

Problem solving

Cross-team collaboration

Attention to detail

Data interpretation

Broker-dealer knowledge

Education

Bachelor's degree in Business/Finance

Tools

Black Diamond

CRM Wealth Platform

Salentica

RCI

Pershing

Job description

Job Overview

As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI. In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization. This position is ideal for a detail‑oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.

Essential Job Functions

• Advisor Support & Relationship Management – Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction‑related inquiries; resolve complex service requests and escalated issues; act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.
• Training & User Enablement – Deliver virtual and in‑person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives; provide one‑on‑one coaching and support to users as needed; assist with onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.
• Platform Administration & Data Management – Maintain user accounts, permissions, security rights, and group assignments across supported systems; manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date; monitor and maintain data integrity through regular audits, updates, and validation activities.
• Operational Support & Project Coordination – Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders; coordinate account assignments, household setup, and workload distribution across teams; track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives; prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, and Abilities

• Commitment to demonstrating company core values.
• Exceptional written and verbal communication skills.
• Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.
• Proven ability to manage multiple priorities and meet deadlines in a fast‑paced environment.
• Strong analytical and problem‑solving abilities.
• Ability to collaborate across departments and coordinate efforts among multiple stakeholders.
• High level of attention to detail and commitment to accuracy.
• Experience reviewing, validating, and managing large data sets.
• Understanding of broker‑dealer and RIA business processes and operational workflows.

Experience and Education

• 3–5 years of experience in Financial Services, Wealth Management, or a related industry.
• Experience working with wealth reporting, CRM, or advisor technology platforms.
• Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.
• Hands‑on experience with Black Diamond or a comparable portfolio reporting platform is required.
• Education: Four‑year college or university program certificate in Business, Finance, or a related field; or equivalent combination of education and experience.

Licensing

None.

Physical Requirements

Office Position. Travel 10%.

Equal Opportunity Employer

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities. Please note that all official communications from Integrity will come from @integrity.com or Workday domains.