Job Description

Systems & Operations Analyst — Wealth Management Junior to Mid-Level | Wealth Management / Multi-Family Office

Role Summary

We're looking for a high-potential junior to mid-level professional with a genuine interest in technology applied to business operations. You'll join a wealth management firm and work directly with leadership to optimize processes, build automations, and improve how internal systems are used day to day.

This is not a traditional IT role. The focus is on automation, systems, and operational efficiency — not hardware or infrastructure. You'll be trained and mentored by a senior IT Head.

Key Responsibilities

• Support the administration and continuous improvement of core internal systems:
  • CRM (Wealthbox)
  • Portfolio management platform (Addepar)
  • Document management (Box)
• Identify manual, repetitive processes and help automate them
• Build simple workflows and integrations between systems
• Assist in developing internal tools using AI
• Provide functional support to users (system usage, not hardware)
• Collaborate on process implementation and controls, including RIA compliance requirements in the U.S.

Ideal Profile

Experience

• 1–3 years of experience
• Background in operations, technology, consulting, fintech, or similar roles with exposure to business systems

Technical Skills (not all required)

• Excel / Google Sheets (intermediate)
• Interest in or experience with CRM systems, automation tools (Zapier, Make, etc.), or AI tools (ChatGPT, etc.)

Personal Profile — This Matters A Lot

• Builder mindset — practical, not theoretical
• Curious and self-taught
• Proactive and organized
• Fast learner
• Comfortable working alongside non-technical teams