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Intern Wealth Management Operations Jobs in Elgin, IL

Apptad, Inc.

Business Analyst

Naperville, IL · On-site

Key Responsibilities Partner with Wealth Management, Portfolio Management, Trading, Operations, and Technology stakeholders to understand business objectives and define solutions. Gather, analyze ...

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Intern Wealth Management Operations information

See Elgin, IL salary details

$9

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How much do intern wealth management operations jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for intern wealth management operations in Elgin, IL is $17.44, according to ZipRecruiter salary data. Most workers in this role earn between $14.47 and $18.99 per hour, depending on experience, location, and employer.

What is the difference between Intern Wealth Management Operations vs Intern Financial Planning?

AspectIntern Wealth Management OperationsIntern Financial Planning
Required CredentialsBasic finance or business coursework, some certifications optionalFinance, economics, or related coursework, certifications like CFP are less common at internship level
Work EnvironmentBack-office, administrative, supporting transaction processing and complianceClient-facing, advisory support, assisting in financial plan development
Employer & Industry UsageUsed across wealth management firms for operational supportUsed in financial advisory firms focusing on client financial planning

Intern Wealth Management Operations focuses on supporting the backend processes of wealth management, such as transaction processing and compliance, often in a back-office environment. In contrast, Intern Financial Planning involves assisting with client financial plans and may include more client interaction. Both roles are valuable entry points in the wealth management industry but differ in responsibilities and focus areas.

What cities near Elgin, IL are hiring for Intern Wealth Management Operations jobs?

Cities near Elgin, IL with the most Intern Wealth Management Operations job openings:

Intern Wealth Management Operations jobs near you

Business Systems Analyst (BSA) - Wealth Management & Trading

Aroha Technologies

Naperville, IL • On-site

Other

This job post has expired today. Applications are no longer accepted.

Job description

Senior Business Systems Analyst (BSA) - Wealth Management & Trading

Location: Naperville, IL
Experience: 10+ years of Business Analysis experience with at least 5+ years in Wealth Management, Capital Markets, or Trading environments.

Job Summary

We are seeking a Senior Business Systems Analyst with extensive Wealth Management and Trading domain expertise to drive business and technology initiatives across front-office, middle-office, and trade processing functions.

The candidate will work closely with business stakeholders, traders, portfolio managers, operations teams, and technology teams to define requirements, analyze business processes, support strategic transformation initiatives, and deliver technology solutions that enhance trading and wealth management operations.

Key Responsibilities

  • Partner with Wealth Management, Portfolio Management, Trading, Operations, and Technology stakeholders to understand business objectives and define solutions.

  • Gather, analyze, document, and validate business, functional, and system requirements.

  • Lead requirements workshops, stakeholder interviews, and solution walkthrough sessions.

  • Translate business requirements into detailed functional specifications, user stories, process flows, and data mappings.

  • Support initiatives involving:

    • Equity Trading

    • Fixed Income Trading

    • FX Trading

    • Derivatives and Structured Products

    • Portfolio Management

    • Wealth Advisory Platforms

    • Trade Execution and Order Management Systems

    • Trade Lifecycle Processing

  • Analyze front-to-back trade workflows and identify process improvement opportunities.

  • Collaborate with solution architects, developers, QA teams, and business stakeholders throughout the SDLC lifecycle.

  • Support regulatory and compliance initiatives impacting wealth and trading platforms.

  • Facilitate User Acceptance Testing (UAT), defect triage, and production implementation activities.

  • Conduct impact analysis for system enhancements and transformation programs.

  • Assist in data analysis, reconciliation, and migration activities related to trading and wealth platforms.

Required Skills & Experience

Business Analysis

  • Strong experience as a Business Systems Analyst in large enterprise environments.

  • Expertise in requirements elicitation, gap analysis, process mapping, and business process reengineering.

  • Experience creating:

    • BRD

    • FRD

    • Functional Specifications

    • User Stories

    • Process Flows

    • Data Mapping Documents

    • Test Scenarios

Apply