Job Title:
Senior Operations Analyst
Date Posted:
May 25 2023
Expires On:
Jul 31 2023
Join a young entrepreneurial RIA firm who focuses on long-term career trajectory that will have a meaningful impact of the company's growth. As a Senior Operations Analyst, reporting to the Director of Operations, your responsibilities will include:
  • Engage in daily communication with third-party administrators, custodians, advisors, and client requests.
  • Analyze processes to identify inefficiencies and areas where improvements can be made.
  • Assist in leading back-office operations and technology strategy, including implementation and maintenance of app integrations and automation.
  • Bachelor's degree
  • 3+ years of experience working in an operations role (RIA preferred)
  • Experience working with Charles Schwab and Fidelity custodian platforms
  • Advanced experience with fin tech including Orion, ByAllAccounts, RedTail, and eMoney (preferred)
  • Detail-oriented with excellent organizational, multi-tasking and prioritization skills

Required Years of Experience:
Salary Range:
$80K to $100K


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