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Investment Operations Associate Jobs in Wisconsin

Heckmann Financial

Operations Associate

Delafield, WI · On-site

The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a ... Key Responsibilities: · Prepare and process paperwork for insurance, investment, and advisory ...

Baird

Investment Products Consultant

Milwaukee, WI · On-site

Branch Network - Increase scale and productivity while ensuring branch associates have adopted ... Partner internally with Legal/Compliance, Operations, Investment Solutions, Marketing ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

Russell Investments

PMA Services Associate

Milwaukee, WI · On-site

$55K - $60K/yr

Job Title PMA Operational & Service Associate (PMA Services Associate) Salary Range $55,000 USD ... At Russell Investments, salary is just one part of our compensation package. Our total rewards ...

Stifel

Client Service Associate - NR

Mequon, WI · On-site

$13 - $17.75/hr

Perform operational or administrative functions for client related requests (i.e., check requests ... Industry Knowledge - General understanding of the investment brokerage industry and securities ...

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Investment Operations Associate information

See Wisconsin salary details

$22.2K

$98K

$215.5K

How much do investment operations associate jobs pay per year?

As of Aug 6, 2026, the average yearly pay for investment operations associate in Wisconsin is $97,981.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $118,600.00 per year, depending on experience, location, and employer.

What is an investment operations associate?

An Investment Operations Associate supports the daily operational processes of an investment firm, ensuring trades, settlements, and reconciliations run smoothly. They work closely with portfolio managers, traders, and custodians to manage financial transactions, mitigate risks, and maintain accurate records. This role requires strong analytical skills, attention to detail, and knowledge of financial instruments. It is essential for maintaining the efficiency and integrity of investment operations.

What are the key skills and qualifications needed to thrive in the investment operations associate position, and why are they important?

To thrive as an Investment Operations Associate, you need strong analytical skills, attention to detail, and a foundational understanding of financial markets or investment management, typically supported by a bachelor’s degree in finance, economics, or a related field. Familiarity with portfolio management systems, trade settlement software, and Excel, as well as certifications like CFA Level I, can be advantageous. Effective communication, organizational abilities, and problem-solving skills help individuals excel within cross-functional teams. These capabilities are crucial for ensuring the accuracy, efficiency, and compliance of daily investment operations in a fast-paced environment.

What are the typical daily responsibilities of an investment operations associate?

As an Investment Operations Associate, your typical day involves processing trade settlements, reconciling investment accounts, maintaining transaction records, and ensuring operational compliance with regulatory requirements. You may also coordinate with portfolio managers, custodians, and third-party vendors to resolve discrepancies or execute instructions. Attention to detail and the ability to juggle multiple tasks are essential, as you’ll often manage time-sensitive processes. This role provides valuable exposure to the inner workings of investment management and can serve as a strong foundation for future advancement in finance or operations.

What are the most commonly searched types of Investment Operations jobs in Wisconsin? The most popular types of Investment Operations jobs in Wisconsin are:
What are popular job titles related to Investment Operations Associate jobs in Wisconsin? For Investment Operations Associate jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Investment Operations Associate jobs in Wisconsin look for? The top searched job categories for Investment Operations Associate jobs in Wisconsin are:
What cities in Wisconsin are hiring for Investment Operations Associate jobs? Cities in Wisconsin with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Wisconsin as of August 2026, with employment types broken down into 84% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $97,981 per year, or $47.1 per hour.

Operations Associate

Heckmann Financial

Delafield, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 7 days ago

Job description

Adam Goetzka's growing financial planning and wealth management practice that puts clients first and delivers comprehensive financial planning solutions. We're seeking a detail-oriented Operations Associate to help support our Wealth Management Team and enhance the overall client experience.


Role Overview:

  • The Operations Associate plays a key role in ensuring smooth day-to-day operations and delivering a high-quality client experience. This position requires accuracy, organization, and a proactive mindset.


Key Responsibilities:

· Prepare and process paperwork for insurance, investment, and advisory accounts

· Handle client service requests (address updates, banking changes, loan inquiries, etc.)|

· Manage workflow across CRM tasks, emails, calls, and incoming requests

· Coordinate medical/paramedical exams and underwriting requirements

· Monitor case progress and follow up on outstanding items

· Maintain accurate client records across systems

· Follow up with clients on documentation, payments, and scheduling meetings

· Process returned documents (contracts, applications, transfers)

· Support internal operations projects and team initiatives

· Build strong knowledge of firm services, philosophy, and solutions


What We're Looking For:

· Strong customer service and administrative skills

· Excellent communication and a positive, "can-do" attitude

· High attention to detail and strong organizational ability

· Analytical thinking and problem-solving skills

· Ability to manage multiple priorities and meet deadlines

· Willingness to learn and grow within the role


Qualifications:

· Insurance or financial services experience (preferred)

· Health & Life license, or ability to obtain within 6 months

· Commitment to ongoing professional development and licensing


Benefits:

· Dental insurance

· Health insurance

· Vision insurance

· Simple IRA matching

· Paid time off


Values:


  • Hungry

Demonstrates a strong drive to achieve meaningful results through initiative, persistence, and a commitment to continuous growth. A hungry individual embraces challenges, proactively seeks opportunities, and consistently strives to exceed expectations while maintaining a client-first mindset.


  • Humble

Approaches every interaction with respect, self-awareness, and a willingness to learn. Humble team members value collaboration, welcome feedback, celebrate the success of others, and prioritize the team’s accomplishments over individual recognition.


  • Smart

Exhibits sound judgment, emotional intelligence, and the ability to communicate effectively. Being smart means understanding people, asking thoughtful questions, solving problems strategically, and building strong relationships with clients, advisors, and colleagues.


  • Accountable

Take ownership of responsibilities, follows through on commitments, and delivers on promises with integrity. Accountable individuals accept responsibility for both successes and challenges, maintain high standards, and consistently act in the best interest of clients and the organization.



Growth:


  • With success and time could move into a Director of Operations and/or COO


Apply