Operations & Compliance Lead — AI-Driven Advisory

Intellectus Partners, LLC; Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Intellectus Partners, LLC is searching for an Operations & Compliance Associate in Charlotte, NC. This core role involves leading new account onboarding, supporting trade execution, and maintaining compliance records with a focus on operational excellence. Candidates should possess strong organizational skills and detail orientation, thriving in a fast-paced, execution-driven environment. The role provides an opportunity to engage deeply with the operational backbone of a modern advisory firm.

Qualifications

• Experience in financial services or compliance environments appreciated.
• Proven ability to handle sensitive information discreetly.
• Strong organizational and systems thinking capabilities.

Responsibilities

• Lead account onboarding and opening.
• Support trade execution and maintain records.
• Track and maintain Compliance Calendar.

Skills

Detail-oriented

Strong operational discipline

Ownership mindset

Organizational skills

Discretion with sensitive information

Speed and precision

Job description

Intellectus Partners, LLC is searching for an Operations & Compliance Associate in Charlotte, NC. This core role involves leading new account onboarding, supporting trade execution, and maintaining compliance records with a focus on operational excellence. Candidates should possess strong organizational skills and detail orientation, thriving in a fast-paced, execution-driven environment. The role provides an opportunity to engage deeply with the operational backbone of a modern advisory firm.