Senior Operations Analyst

Turn2Partners; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

A financial services firm seeks a Senior Operations Analyst (RIA) in Charlotte, NC, with a focus on portfolio management and reporting. Candidates should have 4–5+ years of experience in a similar environment, strong Excel skills, and the ability to collaborate effectively with teams. The position offers a competitive salary range of $80k-$100k annually, with opportunities for growth in a collaborative atmosphere.

Qualifications

• 4–5+ years of operations experience in an RIA or wealth management environment.
• Strong background with portfolio management/accounting systems.
• Advanced Excel skills including macros and large dataset manipulation.

Responsibilities

• Manage workflows in the Portfolio Management System, including reconciliations.
• Troubleshoot discrepancies related to account performance and billing.
• Assist with M&A system integrations and data migration.

Skills

Operations experience in an RIA or wealth management environment

Portfolio management/accounting systems knowledge

Advanced Excel skills

Strong organizational skills

Strong written and verbal communication abilities

Tools

Tamarac

Orion

Salesforce

Job description

Overview

Managing Director of Recruiting, Finance & Accounting Search at Turn2Partners

Senior Operations Analyst (RIA)

Location: Charlotte, NC (Remote)

This group manages the firm’s core systems and data infrastructure—including portfolio management, performance reporting, billing, and CRM support—to ensure accurate, efficient, and scalable service for advisors and clients.

This role will focus on the portfolio management and reporting/accounting side of the business, utilizing platforms such as Tamarac or Orion, while also providing cross-functional support across billing, client reporting, and CRM integrations. The right candidate will thrive in a collaborative environment, bring strong problem-solving skills, and demonstrate a proactive mindset in maintaining operational excellence.

Base pay

$80,000.00/yr - $100,000.00/yr

Direct message the job poster from Turn2Partners

Responsibilities

• Manage daily, monthly, and quarterly workflows in the Portfolio Management System (Tamarac/Orion) including reconciliations, audits, and data maintenance.
• Troubleshoot and resolve discrepancies related to account performance, billing, and data integrity.
• Assist with M&A system integrations, supporting onboarding and migration of data from acquired firms.
• Partner with internal teams to maintain and troubleshoot CRM (Salesforce) integrations with PMS platforms.
• Contribute to process improvement initiatives by documenting workflows, identifying efficiency opportunities, and enhancing SOPs.
• Cross-train across billing, reporting, and data functions to support overall team flexibility.
• Support new hire training to strengthen organizational knowledge across systems and processes.

Qualifications

• 4–5+ years of operations experience in an RIA or wealth management environment (required).
• Strong background with portfolio management/accounting systems (Tamarac, Orion, or similar).
• Advanced Excel skills (macros, formulas, large dataset manipulation).
• Excellent organizational skills with acute attention to detail.
• Strong written and verbal communication abilities, with comfort collaborating across teams.

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Other, Information Technology, and Accounting/Auditing

Industries

• Staffing and Recruiting
• Investment Advice

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Paid maternity leave
• Tuition assistance

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