Wealth Management Analyst

Wealth Management Analyst

Location: Jacksonville, FL (Onsite) Duration: 12+ Months Contract Pay Range: $30/hr - $32/hr Schedule: MondayFriday | 8:00 AM5:00 PM

About the Role

We are seeking an experienced Investment Advisory Governance Analyst to support a leading Wealth Management organization. This role will focus on governance, oversight, risk controls, and operational support for investment advisory programs and platforms.

The ideal candidate will have a background in Investment Advisory, Wealth Management, Investment Operations, Asset Management, or Financial Services, along with strong research, analytical, communication, Excel, and AI-enabled tools experience.

Key Responsibilities

• Provide timely responses to business and operational inquiries across multiple channels.
• Conduct research, follow-up, and resolution of policy and procedure-related inquiries.
• Support governance and oversight activities for investment advisory programs.
• Review and evaluate investment-related and account maintenance requests.
• Review account documentation and advisory program enrollments through systematic and manual processes.
• Identify potential operational risks and escalate concerns appropriately.
• Ensure adherence to business policies, governance standards, and regulatory requirements.
• Partner with internal stakeholders, business teams, leadership, and financial advisors.
• Analyze requests and provide recommendations aligned with established policies and guidelines.
• Identify opportunities for process, procedural, and operational improvements.
• Support project initiatives and governance-related activities.
• Utilize AI-enabled tools and resources to support research, analysis, and business processes.

Required Qualifications

• Experience in Investment Advisory, Wealth Management, Investment Operations, Asset Management, Brokerage, or Financial Services.
• Knowledge of managed products and/or investment advisory business.
• Experience with governance, risk, controls, compliance, or policy and procedure interpretation.
• Strong research and analytical skills.
• Excellent attention to detail and ability to process complex information accurately.
• Strong written and verbal communication skills.
• Ability to collaborate effectively with cross-functional stakeholders.
• Experience using AI-enabled tools and resources, including AI prompting or Generative AI tools.
• Strong proficiency in Excel.
• Ability to manage multiple priorities in a fast-paced environment.

Preferred Background

Candidates with experience in the following areas are highly encouraged to apply:

Investment Advisory | Wealth Management | Investment Operations | Asset Management | Brokerage Operations | Business Governance | Risk & Controls | Compliance | Financial Services

If you have a strong financial services background and experience supporting investment advisory or wealth management operations, we encourage you to apply!