Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
AIM is seeking an Operations Associate - Third Party Managers to support the operational and ... Interest in financial services, wealth management, or platform operations preferred. * Bachelor ...
AIM is seeking an Operations Associate - Third Party Managers to support the operational and ... Interest in financial services, wealth management, or platform operations preferred. * Bachelor ...
AIM is seeking an Operations Associate - Third Party Managers to support the operational and ... Interest in financial services, wealth management, or platform operations preferred. * Bachelor ...
Quick apply
AIM is seeking an Operations Associate - Third Party Managers to support the operational and ... Interest in financial services, wealth management, or platform operations preferred. * Bachelor ...
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Quick apply
Sr. Investment Operations Associate-IOWA
$78K - $85K/yr
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Customer Operations Associate I
Chicago, IL · On-site
$60K - $65K/yr
Customer Operations Associate I Loop is industrializing services through AI, starting with one of ... financial clarity, and decision intelligence at scale. Today, Loop serves >20% of the Fortune 100 ...
Customer Operations Associate I
Chicago, IL · On-site
$60K - $65K/yr
Customer Operations Associate I Loop is industrializing services through AI, starting with one of ... financial clarity, and decision intelligence at scale. Today, Loop serves >20% of the Fortune 100 ...
Broker Operations Associate
Chicago, IL · On-site +1
$70K - $85K/yr
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Broker Operations Associate
Chicago, IL · On-site +1
$70K - $85K/yr
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Quick apply
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Senior Associate, Financial Operations & Analysis
Chicago, IL · Hybrid
$80K - $95K/yr
This Opportunity Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and ...
Senior Associate, Financial Operations & Analysis
Chicago, IL · Hybrid
$80K - $95K/yr
This Opportunity Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and ...
Broker Operations Associate
$70K - $85K/yr
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Broker Operations Associate
$70K - $85K/yr
Company Description M1 Finance has created a personal wealth-building platform made for the modern ... We are looking for a motivated operations professional who has experience handling brokerage middle ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Senior Investment Operations Associate A rapidly growing wealth management team, is seeking a ... Bachelor's degree in finance, economics, accounting, financial planning, or related field * FINRA ...
Operations Associate - Trade Analyst
Lisle, IL · On-site
$65K/yr
AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs ... TAMP, or financial services environments preferred. * Familiarity with fixed income trade away ...
Operations Associate - Trade Analyst
Lisle, IL · On-site
$65K/yr
AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs ... TAMP, or financial services environments preferred. * Familiarity with fixed income trade away ...
Senior Associate, Financial Operations & Analysis
Chicago, IL · On-site
$80K - $95K/yr
Description This Opportunity Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely ...
Senior Associate, Financial Operations & Analysis
Chicago, IL · On-site
$80K - $95K/yr
Description This Opportunity Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely ...
The Cybersecurity Operations Associate will be responsible for optimizing security tools, leading ... within the financial services industry. • Strong understanding of Microsoft's enterprise ...
The Cybersecurity Operations Associate will be responsible for optimizing security tools, leading ... within the financial services industry. • Strong understanding of Microsoft's enterprise ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs ... TAMP, or financial services environments preferred. * Familiarity with fixed income trade away ...
Quick apply
AIM is seeking an Operations Associate -Trade Analyst to support the operational and service needs ... TAMP, or financial services environments preferred. * Familiarity with fixed income trade away ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Naperville, IL · On-site
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
$16 - $33.90/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Business Operations Associate
Tinley Park, IL · On-site
$16 - $25.60/hr
Process and audit paperwork for retail and wholesale sales, including deal jackets, finance ... Train and mentor new associates and support store operations by assisting multiple departments and ...
Financial Operations Associate information
See Illinois salary details
$10.95 - $14.65
9% of jobs
$17.07 is the 25th percentile. Wages below this are outliers.
$14.65 - $18.36
24% of jobs
The median wage is $21.18 / hr.
$18.36 - $22.07
22% of jobs
$22.07 - $25.77
16% of jobs
$27.42 is the 75th percentile. Wages above this are outliers.
$25.77 - $29.48
9% of jobs
$29.48 - $33.18
7% of jobs
$33.18 - $36.89
4% of jobs
$36.89 - $40.60
4% of jobs
$40.60 - $44.30
3% of jobs
$44.30 - $48.01
1% of jobs
$48.01 - $51.71
0% of jobs
$10
$25
$51
How much do financial operations associate jobs pay per hour?
What is a financial operations associate?
What are the key skills and qualifications needed to thrive as a financial operations associate, and why are they important?
What are some common challenges financial operations associates face when managing transaction accuracy and reporting deadlines?

Other
Posted 28 days ago
Job description
Senior Investment Operations Associate
A rapidly growing wealth management team, is seeking a Senior Investment Operations Associate to support accurate trade execution, daily portfolio management, alternatives administration, and operational workflows that drive exceptional client outcomes.
This role is ideal for someone who is detailoriented, processdriven, and experienced in investment operations within a fastpaced advisory environment.
Key Responsibilities
- Execute trades accurately and in alignment with models, client objectives, and compliance standards
- Manage daily portfolio activities including cash positioning, liquidity needs, and routine adjustments
- Process and track alternative investment documentation and ensure compliance
- Oversee account administration including transfers, funding, paperwork, and Envestnet maintenance
- Identify and escalate operational issues, risks, or exceptions
- Maintain workflow discipline, refine processes, and support operational scalability
- Ensure data integrity across investment systems and assist with platform updates
- Prepare investment reports and materials for advisor and client review
Qualifications
- 3-5+ years of experience in Financial Services or Investment Operations
- Bachelor's degree in finance, economics, accounting, financial planning, or related field
- FINRA Series 6 or 7 and Series 63 (required or obtainable within 6 months)
- Experience with Envestnet and custodial platforms strongly preferred
- Proven accuracy in trading, cash movements, portfolio maintenance, and account administration
- Strong judgment, ownership mentality, and ability to escalate appropriately
- Excellent communication, organization, and prioritization skills
Key Characteristics
- High attention to detail and integrity
- Processoriented with disciplined execution
- Comfortable in a fastpaced environment
- Collaborative, professional, and maintains confidentiality