Wealth Management Analyst

Description

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Wealth Management Analyst

Contract: Jacksonville, Florida, US

Salary Range: 30.00 - 32.00 | Per Hour

Job Code: 371397

End Date: 2026-11-13
Days Left: 29 days, 4 hours left

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Wealth Management Analyst

Location: Jacksonville, FL (Onsite)
Duration: 12+ Months Contract
Pay Range: $30/hr - $32/hr
Schedule: Monday-Friday | 8:00 AM-5:00 PM

Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable)

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!

Job Requirement

• Investment Advisory
• Wealth Management
• Investment Operations
• Asset Management
• Business Governance
• Risk & Controls
• Financial Services
• Managed Products
• Brokerage Operations
• AI Tools
• Generative AI
• Prompt Engineering
• Excel
• Compliance
• Advisory Programs.

Reach Out to a Recruiter

• Recruiter
• Email
• Phone
• Ayushi Gupta
• View email address on click.appcast.io

Apply Now