Wealth Operations Specialist: Data-Driven FinTech Impact

Future Capital; Chattanooga (TN); On-site; USD 42,000 - 66,000; Full time

Job summary

Future Capital is seeking a motivated Wealth Operations Specialist to support the Operations team across initiatives and daily workflows. This role is ideal for someone who is highly organized, curious, tech-savvy, and eager to gain hands-on experience in financial operations, process improvement, and business systems.

The position focuses on executing rebalances, data validation, client onboarding, and cross-functional collaboration to drive accuracy and efficiency in advisory workflows while

Qualifications

• Pursuing or recently completed degree in business, finance, operations, technology, or communications.
• Strong attention to detail and organizational skills.
• Excellent written and verbal communication skills.
• Comfortable learning new technology platforms and systems quickly.
• Ability to multitask and prioritize effectively in a fast-paced environment.
• Strong problem-solving skills and willingness to take initiative.
• Ability to work independently while collaborating with team members.
• Positive attitude with willingness to support a variety of business functions.

Responsibilities

• Execute rebalance requests promptly and ensure timely processing of advisor transactions.
• Monitor and manage operational workflows for accurate, efficient account processing.
• Troubleshoot and resolve rebalance or operational issues with internal teams and advisors.
• Assist with client onboarding, including data validation and account setup.
• Collaborate with support, product, and dev teams to improve processes.
• Document client notes and actions to enable cross-team support.
• Maintain compliance with regulatory and firm policies in all operational tasks.
• Communicate with advisors, clients, and internal stakeholders to provide clear support.

Skills

Attention to detail

Communication skills

Tech-savvy

Multitasking

Problem-solving

Independence & collaboration

Positive attitude

Education

Degree in business/finance/operations/technology/communications

Tools

Microsoft Excel

Google Sheets

AI tools (Claude, ChatGPT)

Workflow automation platforms

Job description

Future Capital is seeking a motivated Wealth Operations Specialist to support the Operations team across initiatives and daily workflows. This role is ideal for someone who is highly organized, curious, tech-savvy, and eager to gain hands-on experience in financial operations, process improvement, and business systems.

The position focuses on executing rebalances, data validation, client onboarding, and cross-functional collaboration to drive accuracy and efficiency in advisory workflows while