ZipRecruiter

Log In

1

Investment Operations Associate Jobs in Allen, TX

Flexport

Global Operations Associate

Dallas, TX · On-site

We are proud to have the support of the best investors in the game who believe in our mission ... The Global Operations Associate is responsible for the ownership and execution of the end-to-end ...

Cubesmart

Store Operations Associate

Aubrey, TX · On-site

A Culture You'll Want to Be Part Of - Be part of a company that invests in its teammates, with real ... The Store Operations Associate is responsible for two key areas: Customer Service * Developing ...

Flexport

Global Operations Associate

Dallas, TX · On-site

We are proud to have the support of the best investors in the game who believe in our mission ... The Global Operations Associate is responsible for the ownership and execution of the end-to-end ...

ALM First

Associate, Investor Relations

Dallas, TX

The Associate, Investor Relations plays a key support and clientfacing role within the firm ... Coordinate with internal teams (including investment management, operations, analytics, marketing ...

Farther

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle - from order intake through ...

previous pagenext page

Showing results 21-40

All JobsInvestment Operations Associate JobsInvestment Operations Associate Jobs in Allen, TX

Investment Operations Associate information

See Allen, TX salary details

$20.5K

$90.3K

$198.6K

How much do investment operations associate jobs pay per year?

As of Aug 7, 2026, the average yearly pay for investment operations associate in Allen, TX is $90,295.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,500.00 and $109,300.00 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 job categories do people searching Investment Operations Associate jobs in Allen, TX look for? The top searched job categories for Investment Operations Associate jobs in Allen, TX are:
What cities near Allen, TX are hiring for Investment Operations Associate jobs? Cities near Allen, TX with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you
Infographic showing various Investment Operations Associate job openings in Allen, TX as of August 2026, with employment types broken down into 82% Full Time, 14% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $90,295 per year, or $43.4 per hour.

Operations Projects Associate

Cetera Financial Group, Inc.

Dallas, TX • On-site

$28.85 - $36.05/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 16 hours ago

Cetera Financial Group rating

8.3

Company rating: 8.3 out of 10

Based on 26 frontline employees who took The Breakroom Quiz

Job description


We are looking for an Operations Associate to join our team and support our organization by managing the day-to-day tasks and administrative needs of our business operations. As an Operations Associate, you will be responsible for completing various administrative tasks and enforcing the organization's policies and standards. Ultimately, you will work with various departments across the organization to ensure all administrative and operational tasks are completed as needed, with a focus on setting up new accounts for investment.
This position is hybrid, based in Dallas, TX, and requires working onsite 2-3 days per week.
Responsibilities:
  • Assist the Operations Manager in daily management, coordinating activities and priorities.
  • Support the Operations Manager with the enforcement of company policies and standards.
  • Perform administrative tasks, including maintaining records, and setting up new investment accounts.
  • Manage and maintain broker-dealer custodial account software, such as Schwab Advisor Center, Fidelity Wealthscape, and others.
  • Monitor and update CRM system to ensure accurate and up-to-date information.
  • Maintain schedules of operations and ensure adherence to deadlines, including billing client accounts.
  • Cooperate with different departments to facilitate smooth communication and collaboration.

Requirements and Skills:
  • Proven work experience as an Operations Associate, Operations Specialist, or similar role.
  • Excellent communication and listening skills, with the ability to work effectively with team members and stakeholders.
  • Ability to work under pressure, managing multiple tasks and priorities.
  • Strong computer proficiency, including experience with Microsoft Office Suite, broker-dealer custodial account software, and CRM systems.
  • Knowledge of investment account setup and management is preferred.
  • Relevant education and/or certifications in the Financial Services field is preferred.

Compensation: The base hourly range for this role is $28.85 - $36.05. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
About Us
About Us
What we give you in return:
Not many teams can say that they support people's dreams coming to life. We happen to do that every day. And as important as we know your career is, we recognize that there's a whole lot more to life. To ensure that our employees can make the most of their time outside of working hours, we offer a competitive salary and for full-time roles, a benefits package including:
  • Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
  • Easy access to mental health benefits to meet our team members and their families where they are.
  • 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
  • 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
  • Paid parental leave to support all team members with birth, adoption, and fostering.
  • Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
  • Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
  • Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
  • Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

About Cetera
Cetera Financial Group® (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is one of the largest independent financial advisor networks in the nation and a leading provider of retail services to the investment programs of banks and credit unions.
Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support, and innovative technology.
Cetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Entities registered as investment advisers with the Securities and Exchange Commission include Cetera Investment Management LLC and Cetera Investment Advisers LLC. Cetera's principal office is located at 655 W. Broadway, 11th Floor, San Diego, CA 92101. Avantax Planning Partners, Inc. is an SEC registered investment adviser within the Aretec Group, Inc. (dba Cetera Holdings, an affiliate of Cetera). All the referenced entities are under common ownership.
Cetera Financial Group is committed to providing an equal employment opportunity for all applicants and employees. For us, this is the only acceptable way to do business. Accordingly, all employment decisions at Cetera Financial Group, including those relating to hiring, promotion, transfers, benefits, compensation, and placement, will be made without regard to race, color, ancestry, national origin, citizenship, age, physical and/or mental disability, medical condition, pregnancy, genetic characteristics, religion, religious dress and/or grooming, gender, gender identity, gender expression, sexual orientation, marital status, U.S. military status, political affiliation, or any other class protected by state and/or federal law.
Agencies please note: this recruitment assignment is being managed directly by Cetera's Talent Acquisition team. We will reach out to our preferred agency partners in the rare instance we require additional talent options. Your respect for this process is appreciated.
Please review our Workforce Privacy Policy for further details on what information we collect and the purposes for collection.

What Cetera Financial Group employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply