Wealth Management Operations Analyst

Job Description

Job Description

Role: Wealth Management Operations Analyst (Client Services)
Location: Memphis, TN
Work Type: On-site/Full-time

The position supports financial advisors and clients while working extensively with the technology platforms that drive client reporting, investment operations, and account administration.

We are looking for someone who enjoys learning complex systems, working with data, identifying discrepancies, and solving problems. The ideal candidate will be comfortable working with wealth management platforms such as Tamarac, Morningstar, and Salesforce, while also handling day-to-day operational responsibilities.

• Respond to client and advisor requests promptly, accurately, and professionally.

• Document client interactions and requests and ensure advisors remain appropriately informed.

• Generate investment performance reports for advisor and client meetings and review reports for completeness and accuracy.

• Develop a deep understanding of portfolio reporting systems, underlying data, and how information flows across platforms.

• Identify, investigate, and help resolve data discrepancies and reporting issues.

• Work extensively within Salesforce to manage client requests and generate reports and dashboards.

• Work with Tamarac and Morningstar and other wealth management technology platforms.

• Work within Schwab and Fidelity custodial platforms and use DocuSign to facilitate client approvals.

• Process and monitor new account openings, account maintenance, asset transfers, cash movements, distributions, and other custodial requests.

• Reconcile information across systems and maintain accurate client and account data.

• Track multiple requests and workflows simultaneously, ensuring items are completed accurately and on schedule.

• Participate in operational, technology, and process-improvement projects throughout the year.

• Identify opportunities to improve workflows, controls, reporting, and overall operational efficiency.

• Bachelor's degree in Finance, Business, Mathematics, Computer Science, or a related field.

• 1-3 years of experience in wealth management, financial services, investment operations, or a related field preferred.

• Strong analytical and problem-solving skills with exceptional attention to detail.

• Strong Microsoft Excel skills; experience working with large data sets, pivot tables, lookups, and data reconciliation preferred.

• Experience with Salesforce or another CRM platform preferred.

• Experience with Tamarac, Morningstar, portfolio reporting systems, or other wealth management technology is a plus.

• Strong written and verbal communication skills, with the ability to communicate professionally with clients and advisors.

• Ability to learn new technology platforms and complex systems quickly.

• Strong organizational skills and the ability to manage multiple priorities and deadlines.

• Working knowledge of investment products and financial markets preferred.

• Experience with Schwab, Fidelity, portfolio reporting systems, or other wealth management technology is a plus.

• Competitive base salary commensurate with experience and qualifications.

• Company-sponsored health insurance

• Dental insurance

• Vision insurance

• Company-matched 401(k)

• Paid time off (PTO)

• Paid company holidays

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.

We’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.

Our Services
W3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.

We specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.

We are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.

Our Expertise
W3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.

As a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.

Company Description

W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job, creating value for job seekers and employers. While W3Global initially focused on IT staffing, we have expanded the business to serve many other industries, including accounting and finance, legal, engineering, human resources, government and more.\r\n\r\nWe’re proud of the investments we’ve made in our team, having grown from four to 1000 employees and evolving into one of the leading recruitment and staffing solution providers in the industry. Our recruiters and account managers are passionate about connecting qualified professionals with the right positions in small, medium, and large companies.\r\n\r\nOur Services\r\nW3Global understands the natural ups and downs of an organization’s staffing needs. We are continuously adapting to industry and economic changes to find the right candidates.\r\n\r\nWe specialize in placing permanent, direct, contract, and temporary positions for companies of any size. Our recruiting services include sourcing, recruiting, screening, interview management, salary negotiations, training, and onboarding.\r\n\r\nWe are committed to helping organizations redefine their recruitment process by delivering our SaaS-based proprietary application tracking system software.\r\n\r\nOur Expertise\r\nW3Global has been delivering staffing solutions for nearly two decades; we know which recruiting strategies work best. Our expert team is committed to developing a customized solution to fit your company’s unique needs.\r\n\r\nAs a W3Global client, you’ll also receive personalized assistance from a seasoned team of staffing specialists. We are committed to providing both technical support and industry expertise to simplify the hiring process. We know that your time matters. W3Global will help you streamline the hiring process, getting it done and getting it right.