Senior Operations Associate

Wealth Enhancement Group

. Drive cross-departmental collaboration .

Posted 9/22/2026full-timeRemote • United StatesSenior💰 $70,000 - $80,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in operational data integrity, performance reporting methodologies, and cross-departmental collaboration. Proficient in using portfolio accounting systems and AI tools to enhance productivity and ensure data accuracy.

Highest-signal resume keywords

Operational Data IntegrityPerformance ReportingPortfolio Accounting SystemsOrion Advisor TechnologyAI Tools Integration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data Quality AuditsPerformance MethodologiesCustom Queries DevelopmentData TroubleshootingTime Weighted ReturnDollar Weighted ReturnCRM SystemsMicrosoft Excel

Soft Skills

Strong Verbal CommunicationWritten CommunicationAnalytical SkillsAttention to DetailTeam Collaboration

Tools & Technologies

Orion Advisor TechnologySalesforcePortfolio Accounting SystemWeb-Based Platforms

Industry Keywords

Financial ServicesData IntegrityPerformance ProjectsRegulatory Compliance

About the role

Key responsibilities & impact

Drive cross-departmental collaboration
Educate advisors on performance methodologies
Support operational data integrity for reporting
Resolve platform-related data issues
Maintain account, asset, transaction, strategy, model, reporting-only household, security classification, and target allocation coding on the platform
Gain knowledge of operational data and platform capabilities related to composites, trading, transactions, billing, web-based platforms, and performance data
Partner with advisors and internal conversion teams to build and maintain custom queries
Maintain and validate platform data in the portfolio accounting system and downstream processes
Perform data quality audits to identify coding gaps, incomplete setup, and inconsistencies
Execute recurring processes and audits in accordance with firm standards
Troubleshoot data issues and collaborate with departments to ensure operational data accuracy and regulatory compliance
Provide internal customer support for time-sensitive questions and requests
Assist with projects affecting cost basis, tax reporting, performance, composites, Orion Connect, trading, billing, and reporting
Cross-train in other Operations areas as needed

Requirements

What you’ll need

High School degree (or equivalent) required; post high school degree preferred
Minimum of 2 years of experience working at a financial services firm handling data integrity and performance projects in operations preferred
Knowledge and understanding of performance reporting with regards to Time Weighted Return, Dollar Weighted Return and how transaction data will impact reporting of these performance methods is preferred
Comfortable working with portfolio accounting/management and CRM systems
Orion Advisor Technology and/or Salesforce experience is preferred
Knowledge and familiarity with Microsoft Office, Excel is required
Strong Verbal and written communication
Ability to work independently and in a team
Solid analytical skills; attention to detail
Demonstrated ability to effectively use AI tools and technologies in daily work tasks
Understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
Comfort with learning new AI applications and understanding their appropriate use cases and limitations
Continued learning and adaptation to new AI tools and methodologies expected
Ability to stand or sit for long periods of time, file documents in high or low cabinets, use the telephone, and use computer systems

Benefits

Comp & perks

Training and professional development
Medical, dental and vision coverage (Available to full-time employees and their families)
Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
Life and AD&D insurance – employer paid and voluntary options
Short-term and long-term disability, workers compensation – employer paid
401k with match and profit sharing
Wellness programs and resources
Voluntary benefits, including pet insurance
18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
12 paid holidays each year (10 pre-determined and 2 floating days)
Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)