Wealth Management Operations (Max $30/hr W2)

Finance

We have an immediate need for an temporary/contingent hire within the Wealth Management Operations Risk & Control Division. The overall goal of our team is to create value through mitigating risk for the firm, assisting with the remediation of identified issues, maintaining ongoing governance for our internal stakeholders and providing comprehensive reporting for WM Operations Management. This role will provide ongoing governance and oversight to ensure Wealth Management Operations Product Operations and Services (POS) silo adherence to firm policies and support risk reporting. The hire will report to a Wealth Management Operations Director and will perform a variety of tasks to help maintain and improve the risk landscape for POS department. Specific assignments will vary based on size and complexity.

Qualifications:

● 3+ years of experience within financial services, risk management, operations, audit, compliance, or a related field.

● Strong analytical and problem-solving skills, with the ability to identify root causes and recommend practical solutions.

● Experience analyzing data and preparing management reporting using tools such as Excel, Power BI, Tableau, Alteryx, or similar reporting platforms.

● Excellent written and verbal communication skills, with the ability to communicate effectively with management and stakeholders across multiple levels.

● Strong organizational skills with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.

● Demonstrated ability to build relationships and collaborate across business and support functions.

● Knowledge of operational risk management, audit practices, control frameworks, and governance processes preferred.

● Bachelor's degree or equivalent work experience required.

● Experience supporting audit coordination, issue management, remediation tracking, and risk reporting is strongly preferred.

All your information will be kept confidential according to EEO guidelines.