Compensation: $160,000 – $200,000 base salary + benefits
About Our Client:
Our client is a growing, high-touch wealth management firm that delivers a highly personalized experience to a sophisticated client base. They are in an exciting phase of growth and building the operational infrastructure to support that expansion.
This hire will play a central role in keeping client service, investment operations, and alternative investment workflows running smoothly and accurately.
The Opportunity:
This is an ideal role for a detail-oriented, experienced wealth management professional who enjoys owning processes from start to finish.
A portion of the position is focused on alternative investments, making it a strong fit for someone who thrives in complex, deadline-driven environments and takes pride in precision, follow-through, and accountability.
You will be a key partner to advisors and clients, ensuring that accounts, reporting, and service workflows are executed at a high level.
Key Responsibilities:
Alternative Investment Operations:
- Coordinate subscriptions, funding, redemptions, and ongoing servicing
- Support exchange fund activity (including 1031 and 351 transactions)
- Maintain internal tracking to ensure requests move forward efficiently
Custodian & Account Management:
- Open and maintain accounts across custodians (Schwab, Fidelity, etc.)
- Support householding and account maintenance
- Handle service requests, paperwork processing, and follow-ups
- Maintain current DocuSign templates and custodian forms
Systems & Data Integrity:
- Maintain account and portfolio accuracy in Black Diamond
- Update benchmarks, fee schedules, naming conventions, and classifications
- Support integrations across CRM, eMoney, and Nitrogen
- Resolve duplicates, outdated records, and data inconsistencies
- Ensure systems are client-ready and operationally accurate
Client Service & Ongoing Relationship Support:
- Conduct 30-day onboarding check-ins
- Coordinate annual client information reviews
- Assist clients with custodian portals and reporting access
- Maintain accurate beneficiary documentation
- Live onboarding
Projects & Firmwide Support:
- Contribute to operational improvement initiatives
- Document processes and meeting notes within the CRM
- Provide administrative backup support when needed
- Maintain internal contact lists and communication tools
Qualifications:
- 5–8 years of experience in wealth management operations or client service
- Strong familiarity with alternative investment workflows (preferred)
- Experience working with custodians and multiple advisory platforms
- High attention to detail and strong deadline management
- Ability to work independently and take ownership of processes
- Strong written and verbal communication skills
- Flexible and solutions-oriented in a fast-moving environment
Why This Role:
- Opportunity to join a growing firm where your impact is visible and valued
- High level of ownership and autonomy
- Ability to help shape operational infrastructure and best practices
- Collaborative, client-first culture