Overview
Wealth Management Operations | Hybrid | NYC Jobs in New York City Metropolitan Area at Atlantic Group
Title: Wealth Management Operations | Hybrid | NYC
Company: Atlantic Group
Location: New York City Metropolitan Area
Wealth Management Operations Analyst in NYC
A growing wealth management firm is hiring an Operations Analyst to join a lean team supporting investment operations, reporting, account management, and internal process initiatives. This is a hands-on role with direct exposure to leadership and advisors, offering broad visibility across the business rather than a narrowly defined operations seat.
Ideal background:
- 2–6 years in wealth management or financial advisory operations
- Experience with custodial platforms and portfolio reporting systems
- Strong attention to detail and interest in improving workflows
The environment fits someone who enjoys working closely with a small team, taking ownership of projects, and building operational infrastructure as the firm grows.
ID: 49141