Wealth Management Operations Coordinator (Hybrid)

The Pelora Group; Charlotte (NC); Hybrid; USD 55,000 - 60,000; Full time

Benefits offered by this job

Medical, Dental, and Vision insurance

401(k)

Paid time off

Hybrid schedule

Job summary

The Pelora Group, a Raleigh/Charlotte-based wealth management firm, seeks a highly organized professional to serve as the central coordinator for advisor requests, due diligence, and department communications. This role is behind-the-scenes and not a sales position, reporting to the Director of Wealth Management and collaborating with Sales and Wealth Management Operations.

You will own intake and tracking, prepare advisor-facing materials, generate Morningstar reports, and coordinate education

Qualifications

• 2+ years supporting financial advisors
• Experience supporting multiple advisors/offices
• Familiarity with advisor operations (onboarding, account maintenance, client documentation)
• Hands-on experience with CRM systems (Redtail, Wealthbox, Salesforce)
• Ability to manage competing priorities and triage requests by urgency
• Understanding of the regulated nature of financial services and compliance processes
• Clear, professional communication with advisors and colleagues at every level
• Comfort learning new technology platforms (Morningstar is a plus)

Responsibilities

• Own intake, prioritization, and tracking of advisor requests to ensure timely, consistent service
• Monitor open requests and prevent items from falling through the cracks
• Prepare and maintain advisor-facing materials (product guides, rate sheets, reference documents)
• Generate Morningstar reports and supporting case documentation
• Capture notes and follow-up items from advisor cases and meetings
• Coordinate due diligence activities and maintain the research library
• Distribute educational content and product resources to advisors
• Lead department meetings and track accountability items through to completion
• Manage department workflows, templates, checklists, and resource libraries
• Track turnaround times and service levels to improve team performance
• Partner with Wealth Management Operations on new business and case reporting

Skills

CRM systems

Prioritization

Communication

Organizational skills

Financial services knowledge

Tools

Redtail

Wealthbox

Salesforce

Job description

The Pelora Group, a Raleigh/Charlotte-based wealth management firm, seeks a highly organized professional to serve as the central coordinator for advisor requests, due diligence, and department communications. This role is behind-the-scenes and not a sales position, reporting to the Director of Wealth Management and collaborating with Sales and Wealth Management Operations.

You will own intake and tracking, prepare advisor-facing materials, generate Morningstar reports, and coordinate education