Middle Office Associate

Fiducient Advisors is part of Wealthspire, a leading wealth management, institutional advisory, and business management firm serving individuals, families, retirement plans, endowments, and other institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting and business management, empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people firstour clients, our colleagues, and our communities.

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The Middle Office Associate role supports core operational functions for OCIO & Institutional Discretionary investment clients, including account onboarding, transaction processing, trading, and maintaining accurate client records. The role partners closely with internal teams and external custodians to ensure regulatory compliance, resolve client inquiries, and consistently deliver high service standards within a fast-paced, detail-driven environment.

Responsibilities:

• Oversee client onboarding and ensure the accurate, timely completion of daily operational activities for Institutional OCIO and Discretionary Practice accounts.
• Lead the setup of complex and nuanced accounts for Institutional OCIO and Discretionary Practice clients, ensuring all requirements are met.
• Partner with the Middle Office Operations Analyst team to facilitate subscriptions, redemptions, and ongoing KYC/AML updates for Private Equity, Hedge Fund, and other alternative investment vehicles.
• Manage client money movements and account service requests in coordination with custodians, banks, and brokerage firms, in strict compliance with firm policies and procedures.
• Maintain comprehensive client within a client relationship management system, trading platforms, and internal client account records.
• Deliver high-quality client service by providing timely follow-up, proactive communication, and serving as a trusted operational resource to internal and external stakeholders.
• Research and respond efficiently to internal and external client inquiries, ensuring timely resolution.
• Apply knowledge and use cases of AI tools to support business objectives and streamline operations.
• Support ad hoc projects and departmental initiatives as assigned by leadership.
• Develop a strong understanding of Fiducients core values and consulting team functions to enhance overall client service delivery.
• Support Trade Operations team by executing trades across all client types using approved trading systems and custodian platforms.
• Assist remote Middle Office Associates with pending client requests to ensure continuity and consistency of service.

Required Education, Professional & Technical Experience

• Bachelors Degree
• 1 Years of Investment Consulting or Financial Industry Experience
• Proficiency in Microsoft Suite
• Knowledge of Securities & Banking Transactions

Essential Traits

• Thoughtful ability to establish rapport and build relationships.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes inclusion and belonging.

Work Environment & Travel Requirements

• This role may travel up to 5% of the time for training and or business/events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to inclusion and belonging. We strive to be active participants of change in and outside our industry.

The base salary range for this position is $65,000-$85,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors provides equal employment opportunities to all associates and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.