Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Operations Specialist: Portfolio & Trade Support

$50k - $70k

Empirical Wealth Management

A financial services firm in Seattle is seeking an Investment Operations Associate. This role involves supporting portfolio management, conducting investment research, and communicating with advisors. Ideal candidates should have a bachelor's degree in finance or related fields, and a desire to learn in a team environment. Competitive salary ranges from $50,000 to $70,000 with comprehensive benefits. #J-18808-Ljbffr Empirical Wealth Management

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Operations Specialist: Portfolio & Trade Support in Seattle, WA vacancy
  • Coldstream in Bellevue is seeking a Portfolio Administrator to support wealth management teams. Key responsibilities include generating trade orders, providing research support, and managing new client setups. Candidates should have a Bachelor’s in a related field and strong... 
    Suggested

    Coldstream

    Bellevue, WA
    5 days ago
  • $85k - $115k

    At Garde Capital, wealth management is a process, not...  ...client experience and operational foundation while...  ...The Client Operations Specialist is a core member of our...  ...process. You will directly support one or more advisors...  ...with Wealth Managers, Portfolio Management, and Compliance... 
    Suggested
    Permanent employment
    Full time
    Work at office
    Visa sponsorship
    Work visa
    3 days per week

    Garde Capital, Inc.

    Seattle, WA
    5 days ago
  • $70k - $95k

    Overview Client Service & Operations Associate — Wealth Management Company: One Oak Wealth Management Location: South Lake Union, Seattle, WA...  ...as the firm scales. We invest in our people from within — supporting your progression from individual contributor to team lead... 
    Suggested
    Work at office

    One Oak Wealth Management

    Seattle, WA
    2 days ago
  •  ...U.S. Trade Operations Specialist Location: Hybrid in Los Angeles, CA or Columbus, OH or Virtual Job Type: Full-Time, Six-Month Contract (with opportunity for contract extension) Overview: We are looking for a highly skilled U.S. Trade Operations Specialist to... 
    Suggested
    Full time
    Contract work
    Work at office

    Samprasoft

    Seattle, WA
    2 days ago
  • $85k - $100k

     ...you looking for a rewarding career in operations, compliance, training and development?...  ...Communities is seeking a Full-Time Operations Support Specialist to join our dynamic team in Bellevue...  ..., current, and accessible across the portfolio. This is not a department-specific... 
    Suggested
    Full time
    Temporary work
    Work at office
    Work from home
    Monday to Friday
    Flexible hours
    3 days per week

    HNN Communities

    Bellevue, WA
    1 day ago
  •  ...IT Operations SpecialistGreater Seattle AreaOur client is a growing wealth management firm serving UHNW individuals, families, and...  ...advisory, planning, and operational support services. The team operates...  ...versatile IT Operations Specialist to oversee and enhance the organization... 
    Work at office

    International Search Consultants

    Bellevue, WA
    2 days ago
  • $70k - $80k

     ...construction and project management, portfolio management, lease auditing, lease administration...  ...searching for a fantastic new Client Operations Specialist to become a valued member of our...  ...and appointments. You will also support transactions involving many moving parts... 
    Work at office
    Local area

    Hughes Marino

    Seattle, WA
    7 days ago
  • $70k - $140k

     ...banking, securities, wealth management and investment...  ...consultants to build portfolios focused on what's...  ...all activities before trading begins each day, providing...  ...managers.ABOUT THE ROLEThe Operations Associate provides...  ...where you are supported and empowered. Our teams... 
    Temporary work
    Work experience placement
    Work at office
    Local area
    Remote work
    Worldwide
    3 days per week

    Morgan Stanley

    Seattle, WA
    7 hours ago
  • $126.95k - $248.21k

     ...to the delivery of toll services including but not limited to, toll technology policy planning, implementation, analysis and operational support. May provide consultation during one or more phases of toll revenue collection system and operations life cycle from assessing... 
    Full time

    HNTB Companies

    Seattle, WA
    3 days ago
  • $28 - $32 per hour

     ....   Job Summary: The Service Operations Associate I is a critical operational role...  ...and transactional functions that support the firm’s service delivery. This centralized...  ...Partner with Relationship Managers and Wealth Advisors to support client service delivery... 
    Full time
    Temporary work
    Work at office
    Local area
    Home office
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Bellevue, WA
    1 day ago
  • $30 - $34 per hour

    Operations Supervisor - World Trade Center World Trade Center, 2200 Alaskan Way, Seattle, Washington, United...  ...including basic in-house audiovisual support. Support on-site member events,...  ...delivering exceptional experiences. Our portfolio includes award-winning hotels and resorts... 
    Hourly pay
    Daily paid
    Afternoon shift

    Columbia-Hospitality

    Seattle, WA
    23 hours ago
  •  ...Marketing Operations Program Specialist DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and...  ...across MBD's project portfolio, including intake processes...  ...sequencing and trade-offs using structured frameworks... 
    Work at office
    Remote work
    Visa sponsorship

    DLA Piper

    Seattle, WA
    5 days ago
  • $80.17k - $90k

     ...advancement opportunities, competitive compensation, benefits, and incentive programs. We are currently seeking a Full‑Time Portfolio Operations Support Manager. The Portfolio Operations Support Manager provides operational leadership and administrative support across a... 
    Full time
    Temporary work
    Part time

    Live AMC

    Seattle, WA
    22 hours ago
  •  ...Operations Associate The Operations Associate provides oversight management...  ...Teams while partnering with Portfolio Managers to enable accounts for trading. Technical and Professional skills...  ...experience in Financial Services, wealth/investment management preferrable... 
    Work experience placement
    Work at office

    Morgan Stanley

    Seattle, WA
    21 hours ago
  • $29.91 - $33.23 per hour

     ...Title And Registrations Operations Specialist Rivian is on a mission to keep...  ...to increase efficiency and support customer facing employees both...  ...and completion (financing, trade in, down payments)...  ...sick leave, and a competitive portfolio of insurance benefits including... 
    Hourly pay
    Full time
    Temporary work
    Part time
    Local area
    Shift work

    Rivian

    Seattle, WA
    4 days ago
  • $75k - $90k

     ...is provided by Composition Wealth. Your actual pay will be based...  ...is seeking a full-time Operations Specialist to join our Technology team...  ...position is instrumental in supporting our advisory teams and an excellent...  ...data to ensure accurate portfolio performance reporting and... 
    Full time
    Part time
    Work at office
    Remote work

    Composition Wealth

    Seattle, WA
    1 day ago
  •  ...Texas Sports Academy is seeking an IT Operations Specialist based in Austin to manage the full lifecycle of our MacBook Neo fleet. In this role...  ...returns within 48 hours of receipt. Student technical support: Serve as the first point of contact for students experiencing... 
    Live in
    Remote work
    Home office

    GrabJobs

    Seattle, WA
    5 days ago
  • Support project management for the Defense Suicide Prevention Office by guiding day-to-day operations and driving continuous improvements with systems and tools. Shape and inform the organization’s vision, strategy, and long-term goals while ensuring operational efficiency... 
    Work at office

    Jobtailor

    Seattle, WA
    5 days ago
  • A global aerospace leader is seeking a Mid-Level Business Operations Specialist in Seattle, WA. This role involves managing projects, performing data analysis, and collaborating across teams. The successful candidate will have a strong background in project management and... 

    Boeing

    Seattle, WA
    21 hours ago
  • $75k - $100k

    Business Operations Specialist or Manager (Individual Contributor) We are looking for a highly organized, proactive Business Operations Specialist...  ...-face meetings and holiday or milestone dinners and parties Support VIP visitor logistics - coordinate arrival preparation,... 
    Contract work
    Work at office
    Immediate start

    Eclipse Space

    Seattle, WA
    22 hours ago
  • $80k - $90k

    Business Operations Specialist (Journeyman) OCT Consulting is a business management and technology consulting firm that supports Federal Government clients. We provide consulting services in the areas of Strategy, Process Improvement, Change Management, Program and Project... 
    Contract work
    Temporary work
    Remote work

    OCT Consulting, LLC

    Seattle, WA
    22 hours ago
  • $101.15k - $136.85k

    Boeing Global Services Mid-Level Business Operations Specialist Join to apply for the Boeing Global Services Mid-Level Business Operations Specialist...  ...to join our team in Seattle, WA. This role will be supporting the Commercial Training Engineering organization. This is... 
    Relocation
    Visa sponsorship
    Work visa
    Relocation package
    Flexible hours
    Shift work
    Day shift

    Boeing

    Seattle, WA
    22 hours ago
  •  ...to the delivery of toll services including but not limited to, toll technology policy planning, implementation, analysis and operational support. May provide consultation during one or more phases of toll revenue collection system and operations life cycle from assessing... 
    For contractors
    Work at office
    Local area
    Immediate start

    HNTB

    Seattle, WA
    23 hours ago
  • $70k - $90k

     ...formidable platform for the long term. Our core values guide how we operate: Customer First, Grit, Effective Communication, Own the Outcome...  ...program rollouts across the operating companies Acquisition support: diligence document collection, integration checklists, and the... 
    Full time
    Part time
    Casual work
    Work at office
    Immediate start
    Relocation
    Monday to Friday
    Afternoon shift

    Columbia Safety Services

    Seattle, WA
    1 day ago
  • $19.28 - $28.89 per hour

    About the Role The seasonal Operations Technical Specialist supports the operational readiness of H&R Block’s seasonal tax office network. This role ensures offices are fully equipped, functional, and aligned with brand standards by providing hands‑on operational, technical... 
    Minimum wage
    Temporary work
    Part time
    Seasonal work
    Work at office
    Local area
    Relocation
    Flexible hours

    H&R Block, Inc.

    Bellevue, WA
    3 days ago
  • Responsibilities Support the setup, opening, closure, and relocation of seasonal tax offices according to schedules and standards Execute...  ...tasks to ensure offices are clean, organized, and ready for operation Perform routine building maintenance such as replacing light... 
    Part time
    Seasonal work
    Work at office
    Relocation
    Flexible hours

    Jobtailor

    Bellevue, WA
    5 days ago
  •  ...a capable NOC professional for on-site work in the United States. The role focuses on monitoring, incident handling, and customer support across a 24x7 environment. You will diagnose issues, manage tickets, and coordinate with multiple teams to ensure timely, reliable... 
    Night shift

    Kelly Services

    Seattle, WA
    3 days ago
  • $89.52k - $134.28k

     ...Technical Partner Operations Specialist, OlmoEarth Seattle, WA Our base salary range for this role is $89,520 - $134,280. This is...  ...security, and climate. Every partner engagement this role supports is connected to that goal. If it matters to you that your day... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Remote work
    Weekend work

    Allen Institute for AI

    Seattle, WA
    21 hours ago
  •  ...Technical Product Operations Specialist IV Hybrid (NYC, MPK, DC, SEA) The Product and Regulatory Operations organization is a vital part...  ...technology platforms. The organization delivers operational support for emerging and critical priorities while partnering closely... 
    Contract work
    Visa sponsorship
    Monday to Friday
    Shift work

    Linda Werner & Associates

    Seattle, WA
    5 days ago
  • $50k - $70k

     ...a talented Investment Operations Associate to join the...  ...work primarily with the portfolio management team as...  ...about multiple aspects of wealth management including...  ...industry. Responsibilities Supporting the portfolio...  ...new accounts, client trades, etc. Analysis of investment... 
    Work experience placement
    Work at office

    Empirical Wealth Management

    Seattle, WA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Operations Specialist: Portfolio & Trade Support. Be the first to apply!