Job Description Systems & Operations Analyst - Wealth Management Junior to Mid-Level | Wealth Management / Multi-Family Office Role Summary We're looking for a high-potential junior to mid-level professional with a genuine interest in technology applied to business operations. You'll join a wealth management firm and work directly with leadership to optimize processes, build automations, and improve how internal systems are used day to day. This is not a traditional IT role.
The focus is on automation, systems, and operational efficiency - not hardware or infrastructure. You'll be trained and mentored by a senior IT Head. Key Responsibilities Support the administration and continuous improvement of core internal systems: CRM (Wealthbox) Portfolio management platform (Addepar) Document management (Box) Identify manual, repetitive processes and help automate them Build simple workflows and integrations between systems Assist in developing internal tools using AI Provide functional support to users (system usage, not hardware) Collaborate on process implementation and controls, including RIA compliance requirements in the U.S
Ideal Profile Experience 1-3 years of experience Background in operations, technology, consulting, fintech, or similar roles with exposure to business systems Technical Skills (not all required) Excel / Google Sheets (intermediate) Interest in or experience with CRM systems, automation tools (Zapier, Make, etc.), or AI tools (ChatGPT, etc.) Personal Profile - This Matters A Lot Builder mindset - practical, not theoretical Curious and self-taught Proactive and organized Fast learner Comfortable working alongside non-technical teams.