Wealth Operations Analyst
The Mom Project
Boston, MA
Manufacturing / Production, Business Management / Project / Planning
Boston Metro - 99% Remote
Wealth Operations Analyst
Full-time Opportunity
W2, Permanent Hire With Benefits
We are a fee-only, independent boutique wealth management firm based in Boston and San Francisco, serving high-net-worth individuals, families, and institutions across the country. As fiduciaries, doing what is right comes first, and a better client experience follows.
We are growing, and we are looking for a highly organized, detail-oriented professional to join our team as an Operations Analyst.
This role is the operational backbone of the firm. The Operations Analyst will own the day-to-day execution of client service operations, from ad hoc client requests and money movements to account opening and ongoing maintenance.
Working in close partnership with our advisors, this person will help deliver the seamless, white-glove experience our clients expect. The ideal candidate is dependable, discreet, and thrives in a fast-paced environment where accuracy and follow-through matter.
Flexible / remote friendly work culture
Salary + bonus
Complete Health Coverage
PTO
Parental leave
Wealth Operations Analyst
Full-time Opportunity
W2, Permanent Hire With Benefits
We are a fee-only, independent boutique wealth management firm based in Boston and San Francisco, serving high-net-worth individuals, families, and institutions across the country. As fiduciaries, doing what is right comes first, and a better client experience follows.
We are growing, and we are looking for a highly organized, detail-oriented professional to join our team as an Operations Analyst.
This role is the operational backbone of the firm. The Operations Analyst will own the day-to-day execution of client service operations, from ad hoc client requests and money movements to account opening and ongoing maintenance.
Working in close partnership with our advisors, this person will help deliver the seamless, white-glove experience our clients expect. The ideal candidate is dependable, discreet, and thrives in a fast-paced environment where accuracy and follow-through matter.
Flexible / remote friendly work culture
Salary + bonus
Complete Health Coverage
PTO
Parental leave
About the company
Company website•Technology, Information and Internet
The Mom Project is a talent community of 2M+ highly engaged, impact-driven professionals, anchored by moms and evolved to include parents, caregivers, and other exceptional professionals.
We call them MOMs: Makers of Momentum.
Inspired by mission, driven by purpose, fueled by impact, our members bring in-demand superpowers, resilience, and a bias for execution that drive real business results across hiring, engagement, and partnerships.
Our mission is to create economic impact for both our MOM community and the companies they serve.