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Description

We are looking for an Operations Analyst for a Wealth Management firm in Boston.

This position involves collaborating with financial professionals and client support teams to analyze workflows, recommend process enhancements, and bolster the efficiency of services provided to clients. Key responsibilities include onboarding new client accounts, executing complex financial transactions, and ensuring compliance with all relevant regulatory standards, such as FINRA and SEC rules. The role requires a proactive approach in managing operational tasks like ACH approvals, wire transfers, stock transactions, fee monitoring, and margin resolutions while addressing exceptions and escalated issues.

Additionally, the position supports team development by training new colleagues and participating in continuous improvement projects and ad hoc assignments.

Requirements

Ideal candidates possess 2-5 years of investment operations experience at a registered broker-dealer, hold relevant licenses (SIE and Series 7), and exhibit strong analytical, problem-solving, and technology skills. Success in this role depends on building strong relationships, achieving operational goals, and maintaining an adaptable, detail-oriented mindset.

Please reach out to Thatiane Abrantes for immediate consideration.

This role is hybrid, 3 days in Boston and will not provide sponsorship.

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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