Wealth Management Operations Analyst

FINITETEK INC; Memphis (TN); On-site; USD 70,000 - 85,000; Full time

Job summary

FINITETEK INC is seeking a Wealth Management Operations Analyst to join our Memphis office. This in-office role focuses on operations, data, and reporting, supporting financial advisors and clients through technology platforms driving reporting and account administration.

The role requires strong analytical skills, Excel expertise, Salesforce experience, and the ability to learn complex systems quickly. You will manage client requests, generate reports, and help improve operational efficiency in

Qualifications

• Bachelor's degree in Finance, Business, Mathematics, Computer Science, or related field.
• 1-3 years of experience in wealth management, financial services, investment operations, or related field preferred.
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Strong Microsoft Excel skills; experience with large data sets, pivot tables, lookups, and data reconciliation preferred.
• Experience with Salesforce or another CRM platform preferred.
• Strong written and verbal communication skills, with professional client/advisor interaction.
• Ability to learn new technology platforms and complex systems quickly.
• Strong organizational skills and ability to manage multiple priorities and deadlines.
• Working knowledge of investment products and financial markets preferred.
• Experience with Schwab, Fidelity portfolio reporting systems, or other wealth management technology is a plus.
• Base salary of $70,000 - $85,000 commensurate with experience and qualifications

Responsibilities

• Respond to client and advisor requests promptly, accurately, and professionally.
• Document client interactions and requests and ensure advisors remain appropriately informed.
• Generate investment performance reports for advisor and client meetings and review reports for completeness and accuracy.
• Develop a deep understanding of portfolio reporting systems, underlying data, and information flow across platforms.
• Identify, investigate, and help resolve data discrepancies and reporting issues.
• Work extensively within Salesforce to manage client requests and generate reports and dashboards.
• Work within Schwab and Fidelity custodial platforms and use DocuSign to facilitate client approvals.
• Process and monitor new account openings, account maintenance, asset transfers, cash movements, distributions, and other custodial requests.
• Reconcile information across systems and maintain accurate client and account data.
• Track multiple requests and workflows, ensuring timely completion.
• Participate in operational, technology, and process-improvement projects.
• Identify opportunities to improve workflows, controls, reporting, and overall operational efficiency.

Skills

Analytical skills

Excel proficiency

Salesforce experience

Communication skills

Learn new tech quickly

Organizational skills

Investment product knowledge

Education

Bachelor's degree in Finance/Business/Mathematics/CS

Tools

Salesforce

Schwab/Fidelity platforms

DocuSign

Job description

Client is seeking a Wealth Management Operations Analyst to join our Memphis office. This is an operations-focused role with significant systems, technology, and analytical responsibilities.

We are looking for someone who enjoys learning complex systems, working with data, identifying discrepancies, and solving problems. The person in this position will support our financial advisors and clients while working extensively with the technology platforms that drive our client reporting, investment operations, and account administration.

This is a full-time, in-office position, five days per week.

Responsibilities

• Respond to client and advisor requests promptly, accurately, and professionally
• Document client interactions and requests and ensure advisors remain appropriately informed
• Generate investment performance reports for advisor and client meetings and review reports for completeness and accuracy
• Develop a deep understanding of our portfolio reporting systems, underlying data, and how information flows across platforms
• Identify, investigate, and help resolve data discrepancies and reporting issues
• Work extensively within Salesforce to manage client requests and generate reports and dashboards
• Work within Schwab and Fidelity custodial platforms and use DocuSign to facilitate client approvals
• Process and monitor new account openings, account maintenance, asset transfers, cash movements, distributions, and other custodial requests
• Reconcile information across systems and maintain accurate client and account data
• Track multiple requests and workflows simultaneously, ensuring items are completed accurately and on schedule
• Participate in operational, technology, and process-improvement projects throughout the year
• Identify opportunities to improve workflows, controls, reporting, and overall operational efficiency

What We Are Looking For

• Bachelor's degree in Finance, Business, Mathematics, Computer Science, or a related field
• 1-3 years of experience in wealth management, financial services, investment operations, or a related field preferred
• Strong analytical and problem-solving skills with exceptional attention to detail
• Strong Microsoft Excel skills; experience working with large data sets, pivot tables, lookups, and data reconciliation preferred
• Experience with Salesforce or another CRM platform preferred
• Strong written and verbal communication skills, with the ability to communicate professionally with clients and advisors
• Ability to learn new technology platforms and complex systems quickly
• Strong organizational skills and the ability to manage multiple priorities and deadlines
• Working knowledge of investment products and financial markets preferred
• Experience with Schwab, Fidelity, portfolio reporting systems, or other wealth management technology is a plus
• Base salary of $70,000 - $85,000 commensurate with experience and qualifications