Wealth Management Operations Specialist
Milwaukee, WI  / Wauwatosa, WI 
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Posted 3 days ago
Job Description
Family oriented boutique investment firm is looking to add an strong investment operations individual to join their team with the goal of owning all operational and compliance functions being that go to person.  They have a strong reputation and are extremely stable continuing to experience strong growth. 

As an Wealth Management Specialist you would be responsible for ensuring that all internal operational processes are meeting their client objectives. 
Responsibilities would include:
  • Research and analysis of funds 
  • Executing trades within client portfolios 
  • Creating performance reporting 
  • Review and analyze compliance procedures, filings and industry practices 
  • Additional analysis projects as needed  
 

 

Job Summary
Employment Term and Type
Regular, Full Time
Salary and Benefits
55,000-60,000
Required Education
Bachelor's Degree
Required Experience
3 to 5 years
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