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Investment Operations Associate Jobs in Orem, UT

Atonom

Associate AI Operations

Provo, UT · On-site

Associate AI Operations Customer Experience | Provo, UT | Full-Time | On-Site | $50,000 - $90,000 ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Atonom

Associate AI Operations

Provo, UT

Associate AI Operations Customer Experience | Provo, UT | Full-Time | On-Site | $50,000 - $90,000 ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Atonom

Associate AI Operations

Provo, UT · On-site

$50K - $90K/yr

Associate AI Operations Customer Experience | Provo, UT | Full-Time | On-Site | $50,000 - $90,000 ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Atonom

Associate AI Operations

Provo, UT · On-site

Salary: $50,000 to $90,000 Associate AI Operations Customer Experience | Provo, UT | Full-Time | On ... Learn from experienced specialists who invest in your growth. * Career velocity. High-visibility ...

Reefcp

Private Equity Associate, Joint Ventures

Lehi, UT · On-site

$120 - $140/hr

Built on two decades of success, our investment approach combines proven expertise with purposeful ... operational initiatives at portfolio companies * Act as the point of coordination between the ...

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Investment Operations Associate information

See Orem, UT salary details

$19.1K

$84.4K

$185.6K

How much do investment operations associate jobs pay per year?

As of Aug 10, 2026, the average yearly pay for investment operations associate in Orem, UT is $84,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $102,200.00 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.

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What cities near Orem, UT are hiring for Investment Operations Associate jobs? Cities near Orem, UT with the most Investment Operations Associate job openings:
Investment Operations Associate jobs near you

Sales Operations Associate - Internal Candidates Only

Capita Financial Network

Draper, UT • On-site

Full-time

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

Job description

Sales Operations Associate - Internal Candidates Only

Please note this is an internal position, we are only accepting candidates currently employed at Capita Financial Network.


Who we are:Capita is a fast-growing RIA firm. We focus on building long-lasting relationships with individuals, families, and business owners through comprehensive financial planning. We are growing quickly, and we need your talents and energy at our firm!


Job:Full-time, Monday - Friday, 9:00 am - 5:00 pm.

Location:Draper, UT


Position Summary:

The Sales Operations Associate plays a critical role in managing and optimizing Capita's inbound sales process. This individual will serve as the operational engine behind our client acquisition efforts, ensuring every prospective client receives a timely, organized, and professional experience.

Working closely with our advisors and marketing team, you'll manage inbound leads from multiple channels, coordinate outreach campaigns, qualify prospective clients, and help move opportunities efficiently through our sales pipeline. Whilethis is not a commissioned sales role, it is a highly impactful position that directly contributes to the firm's growth.


Responsibilities:

  • Manage and organize inbound leads from multiple sources including:
    • Website inquiries
    • Marketing Campaigns
    • Social media
    • Email
    • Phone calls
    • Referrals
  • Execute outreach campaigns to both warm and cold prospects through email, phone, and text.
  • Operate and manage sales sequences within our CRM.
  • Qualify and triage prospective clients to determine fit for Capita's advisory services.
  • Schedule introductory meetings with financial advisors.
  • Maintain accurate records and ensure CRM data integrity.
  • Track lead progress through the sales funnel and identify opportunities to improve conversion rates.
  • Coordinate with advisors to ensure smooth handoffs and exceptional prospect experience.
  • Take ownership of sales process optimization by identifying bottlenecks, recommending solutions, and helping implement improvements across the client acquisition pipeline.
  • Assist with reporting on lead activity, pipeline performance, and key sales metrics.



Qualifications:

Required

  • 1+ years of experience in sales, customer service, banking, financial services, insurance, or wealth management.
  • Exceptional organizational skills and attention to detail.
  • Ability to manage multiple priorities simultaneously.
  • Strong written and verbal communication skills.
  • Comfortable speaking with prospective clients by phone.
  • Professional, friendly, and service-oriented demeanor.
  • Experience using CRM software (Salesforce experience is a plus).
  • Ability to follow structured processes while identifying opportunities for improvement.
  • Strong problem-solving skills and initiative.


Preferred

  • Experience in financial services, banking, insurance, or wealth management.
  • Basic understanding of personal finance and investment concepts.
  • Experience executing outbound sales or marketing campaigns.
  • Familiarity with email automation and sales sequencing tools.


Ideal Candidate

You enjoy creating order from complexity and thrive in fast-paced environments. You're energized by helping people, naturally organized, and comfortable balancing administrative responsibilities with client communication. You understand that delivering a great client experience starts long before someone becomes a client.

This role is ideal for someone who enjoys operations, sales support, relationship management, and continuous process improvement.


What Success Looks Like

  • Every inbound lead receives prompt and professional follow-up.
  • Sales pipelines remain organized and up to date.
  • Qualified prospects are efficiently connected with advisors.
  • Advisors spend more time advising and less time managing administrative tasks.
  • Lead conversion processes become more efficient over time through continuous improvement.




Apply