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Wealth Operations Analyst Jobs (NOW HIRING)

Quincy Wells Group

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Operations Analyst

Chicago, IL · On-site

$55K - $70K/yr

About the Role Quincy Wells Group is seeking an Operations Analyst to support our operational ... Company Description Quincy Wells Group is a newly established, holistic wealth management firm that ...

SEACORP

Financial Operations Analyst

Arlington, VA

... wealth goals. Key Responsibilities include: * Process Improvement: Identifying inefficiencies, documenting workflows, and implementing better operational procedures, often using data analytics for ...

Boston Trust Walden Inc.

Operations Analyst

Boston, MA · On-site

$80 - $100/hr

... wealth clients. The organization manages approximately $16 billion in client assets. Boston Trust ... InvestmentOperations Analyst The Investment Operations Analyst is a key contributor to the ...

Boston Trust Walden Inc.

$80 - $100/hr

... wealth clients. The organization manages approximately $16 billion in client assets. Boston Trust ... InvestmentOperations Analyst The Investment Operations Analyst is a key contributor to the ...

Clearstead

Sr. Operations Analyst

Cleveland, OH · On-site

$70K - $95K/yr

... wealth management operations. • Demonstrated ability to analyze and resolve complex problems independently; strong attention to detail. • Ability to work in a fast-paced environment managing ...

Clarios

Manufacturing Operations Analyst

Canby, OR · On-site

You will maintain operations excellence and HPT scorecards, analyze leading indicators, track ... We recognize that people come with a wealth of experience and talent beyond just the technical ...

Morgan Stanley

Operations Analyst - Parametric

Boston, MA · Hybrid

$28.85/hr

Operations Analyst - Parametric Parametric is hiring Operations Analysts across multiple Operations ... wealth management, and investment management services. With offices in more than 41 countries, the ...

Altair Advisers

Client Operations Analyst

Chicago, IL · On-site

$60 - $80/hr

Client Operations Analyst Chicago, IL, US 8 days ago Requisition ID: 1032 Salary Range: $68,000.00 ... Altair Advisers is an independent wealth advisory firm providing investment management, financial ...

Morgan Stanley

Operations Analyst - Parametric

Boston, MA · Hybrid

$28.85/hr

Operations Analyst - Parametric Parametric is hiring Operations Analysts across multiple Operations ... wealth management, and investment management services. With offices in more than 41 countries, the ...

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Wealth Operations Analyst information

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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:

What are popular job titles related to Wealth Operations Analyst jobs?

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

Operations Analyst

Chicago, IL • On-site

Quincy Wells Group
See more jobs at Quincy Wells Groupexternal

$55K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

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Key responsibilities

  • Support the Operations Manager in monitoring and improving operational processes across subsidiaries

  • Collect, analyze, and report on operational metrics and KPI trends to inform decision-making

  • Document, update, and maintain standard operating procedures (SOPs) across the organization

Job description

About the Role

Quincy Wells Group is seeking an Operations Analyst to support our operational functions across multiple subsidiaries. In this role, you'll analyze data, document processes, and help implement operational improvements that drive efficiency and excellence across the organization. Reporting to the Operations Manager, you'll play a critical role in workflow management, operational reporting, and process improvement initiatives.

What You'll Do

Core Responsibilities:

· Support the Operations Manager in monitoring and improving operational processes across subsidiaries

· Collect, analyze, and report on operational metrics and KPI trends to inform decision-making

· Document, update, and maintain standard operating procedures (SOPs) across the organization

· Identify operational gaps and support implementation of process improvements

· Provide timely support for escalated operational challenges and issues

· Collaborate with cross-functional teams to ensure operational alignment and workflow efficiency

Additional Responsibilities:

· Conduct audits and assessments to identify gaps or inconsistencies in processes

· Assist in implementing new tools, systems, and workflows to enhance operational efficiency

· Support special projects, reporting, and initiatives as assigned

· Participate in skill development initiatives and seek opportunities for growth

What We're Looking For

Qualifications:

· Bachelor's degree

  • Degrees in Business Administration, Operations Management, Finance, or related field preferred but not required

· Experience in operations, data analysis, or process improvement roles preferred

· Experience with CRM systems such as Salesforce or willingness to learn CRM systems

· Strong analytical and problem-solving skills with ability to translate data into actionable insights

· Proficiency in operational systems, workflow tools, and productivity platforms

· Excellent communication, organizational, and documentation skills

· Detail-oriented with a focus on accuracy and process compliance

Personal Attributes:

· Proactive, solution-oriented, and eager to learn in a fast-paced environment

· Strong collaborator with the ability to follow structured processes while suggesting improvements

· Committed to operational excellence and consistent performance

· Self-motivated, accountable, and capable of managing multiple priorities simultaneously

Success in This Role

You'll thrive in this position if you excel at operational support, use data to drive decisions, work collaboratively across teams, take initiative in learning new systems, and adapt to changing priorities while maintaining accountability for your responsibilities.

Company Description

Quincy Wells Group is a newly established, holistic wealth management firm that launched on January 1, 2026. With over three decades of experience in the financial services industry, the managing partners of Quincy Wells Group have assembled an experienced and diverse team across diligence, operations, compliance, and advisory functions. Our mission is to provide exceptional service to our clients, representatives, advisors, and business partners through a culture of accountability, collaboration, and continuous improvement.