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Wealth Operations Analyst Jobs (NOW HIRING)

Mercantil Commerce Bank

$60 - $80/hr

Strong knowledge of accounting principles and wealth operations field ... Ability to analyze trend, identify anomalies and make recommendations as needed * Ability to ...

New

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Analytical thinker and problem solver * Experience inputting or processing data in various systems ...

CAPTRUST

Wealth Operations Associate II

Phoenix, AZ · On-site

CAPTRUST is seeking a Wealth Operations Associate II who will provide support for the onboarding of ... Analytical thinker and problem solver * Experience inputting or processing data in various systems ...

Russell Tobin

Operations Analyst

Salt Lake City, UT · On-site

$25 - $27/hr

... Analyst to support strategic initiatives, automation efforts, and day-to-day change management ... Management Operations, Wealth Management, Client Reporting, Fund Administration, or related ...

TalentClout

Systems & Operations Analyst

Aventura, FL

$60K - $85K/yr

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 ...

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How much do wealth operations analyst jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for wealth operations analyst in the United States is $33.75, according to ZipRecruiter salary data. Most workers in this role earn between $24.04 and $40.38 per hour, depending on experience, location, and employer.

What is a wealth operations analyst?

A Wealth Operations Analyst is a financial professional who supports the operational aspects of wealth management services. They ensure the smooth processing of client transactions, maintain accurate records, and assist with account administration for high-net-worth clients. Their responsibilities often include reconciling accounts, processing transfers, and supporting compliance with regulatory requirements. Wealth Operations Analysts play a crucial role in ensuring clients receive timely and accurate financial services, working closely with advisors and other financial teams.

What are the key skills and qualifications needed to thrive as a wealth operations analyst, and why are they important?

To thrive as a Wealth Operations Analyst, you need strong analytical skills, attention to detail, and a solid understanding of financial products and operational processes, usually supported by a degree in finance, business, or a related field. Familiarity with portfolio management systems, financial software (such as Bloomberg or Excel), and industry regulations is typically required, and certifications like Series 7 or CFA are advantageous. Excellent organizational abilities, problem-solving skills, and clear communication help you navigate complex transactions and collaborate with various stakeholders. These competencies are crucial for ensuring accurate trade settlements, regulatory compliance, and seamless client service in the fast-paced wealth management environment.

What are some common challenges a wealth operations analyst faces when managing complex client portfolios?

Wealth Operations Analysts often encounter challenges such as ensuring data accuracy across multiple systems, navigating varied client requests, and adhering to strict regulatory requirements. Handling time-sensitive transactions and collaborating efficiently with advisors and custodians can also be demanding, especially during peak periods or when onboarding new clients. Proactive communication and strong attention to detail are essential to mitigate errors and deliver a seamless client experience.

What cities are hiring for Wealth Operations Analyst jobs?

Cities with the most Wealth Operations Analyst job openings:

What states have the most Wealth Operations Analyst jobs?

States with the most job openings for Wealth Operations Analyst jobs include:

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For Wealth Operations Analyst jobs, the most frequently searched job titles are:

Wealth Operations Analyst

Carrollton, TX • Hybrid

The Reserves Network Inc
Recruiting and Staffing Services • 10K+ employees
Learn more about The Reserves Network Incexternal

$105K - $110K/yr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Key responsibilities

  • Identify operational challenges and develop practical, scalable solutions

  • Build, document, and improve workflows across wealth operations

  • Lead projects from initial problem identification through implementation

Job description

Wealth Operations Analyst | $125,000–$140,000 Total Compensation | Onsite w/ Hybrid Flex | Direct Hire | Carrollton, TX

A growing financial services organization is seeking a Wealth Operations Analyst to help build the operational foundation for a new and expanding wealth management business. This is a hands-on opportunity for someone who enjoys solving complex problems, creating scalable processes, improving systems, and turning broad business needs into practical solutions. This is not a traditional transaction-processing position. The successful candidate will work directly with wealth operations leadership and partner across technology, project management, vendors, custodians, and internal business teams. This role is ideal for an independent, motivated professional who wants to help build a function from the ground up and see their ideas through implementation.

Why This Opportunity
• Newly created position with significant visibility and influence
• Opportunity to help build and scale a growing wealth management business
• Direct partnership with senior wealth operations leadership
• Broad exposure to systems, vendors, data, operations, and technology initiatives
• Potential for increased responsibility and long-term career growth
• Competitive compensation with a strong annual bonus opportunity
• Company-paid employee medical, dental, and vision coverage

Key Responsibilities
• Identify operational challenges and develop practical, scalable solutions
• Build, document, and improve workflows across wealth operations
• Lead projects from initial problem identification through implementation
• Support system implementations, vendor integrations, and operational technology initiatives
• Partner with business and IT teams to define requirements, test solutions, and execute changes
• Improve processes related to client onboarding, servicing, reporting, trading support, controls, and data movement
• Ensure external data is organized, accurate, and usable by internal teams
• Translate informal or manual activities into consistent, repeatable processes
• Develop documentation, controls, reporting tools, and operational best practices
• Influence stakeholders and drive initiatives forward without direct authority

Qualifications
• 3–4+ years of experience in wealth management, financial services, consulting, business analysis, implementation, or process improvement & development
• Demonstrated experience building, redesigning, or improving business processes
• Proven ability to independently manage projects or initiatives from beginning to completion
• Strong analytical, problem-solving, documentation, and execution skills
• Ability to work successfully in an evolving environment with limited existing structure
• Experience partnering across operations, technology, vendors, and business leadership
• Familiarity with wealth management or financial services operations strongly preferred
• Experience with CRM, workflow, operational, reporting, or business-management systems preferred
• Exposure to system integrations, requirements gathering, testing, data analysis, dashboards, or advanced Excel is helpful
• Must be willing to perform hands-on implementation work, not solely provide recommendations

Benefits
• Base salary generally targeted around $105,000–$110,000
• Annual bonus opportunity of approximately 20%–25%
• 100% company-paid employee medical, dental, and vision premiums
• Retirement plan with a 50% employer match on employee contributions - no limit
• Up to 35 work-from-home days annually
• Career growth as the wealth business and operations team expand

Your Career Partner
The Reserves Network, a veteran-founded and family-owned company, specializes in connecting exceptional talent with rewarding opportunities. With extensive industry experience, we are dedicated to helping you achieve your professional goals and shine in your field. The Reserves Network values diversity and encourages applicants from all backgrounds to apply. As an equal-opportunity employer, we foster an environment of respect, integrity, and trust in every aspect of employment.

Reserves Network logo

About Reserves Network

Sourced by ZipRecruiter

The Reserves Network is more than a temporary staffing company. We are a leading provider of flexible staffing services, including temporary, temp-to-hire and direct hire placements to create Total Staffing Solutions. We take care of our people - our customers, the communities we serve and, of course, each other. This is what makes us different. This is what makes us great.

Industry

Recruiting and staffing services

Company size

10,000+ Employees

Headquarters location

Fairview Park, OH, US

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