Client Operations Analyst

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Direct message the job poster from Mosaic

Do you love sophisticated planning, but feel boxed in by sales quotas, billable hours, compliance overhead, or narrow scopes of responsibility?

Are you a CFP®, CFA®, CPA, or JD who’s tired of incentives getting in the way of good judgment?

If you’re energized by complex projects, obsessed with details, and motivated by seeing plans actually work in the real world, this may be the role you’ve been looking for.

About Mosaic

Mosaic works with ~40 entrepreneurial families with $100M+ net worth and meaningful illiquid wealth — families whose complexity outstrips what private banks, RIAs, multi-family offices, and trust companies are structurally incentivized to handle.

At Mosaic, we don’t sell products. There are no commissions. We don’t manage money for a fee. And we don’t chase transactions.

We act as the family’s general contractor, coordinating across tax, legal, investment, estate, and governance advisors. We own follow-through and we take responsibility for making sophisticated plans actually work. We charge flat, quarterly retainers, with total fee transparency.

If incentives and silos have worn you down, this will feel refreshingly different.

The Role:
Client Operations Analyst

Think of this role as air traffic control for complexity.

The Client Operations Analyst sits at the center of the system, between Mosaic’s internal teams, external advisors, and the families we serve.

You are the execution owner.

Your job is to turn sophisticated planning into durable reality by ensuring the right things happen:

• In the right order
• At the right time
• With the right people
• And without things falling through the cracks

You are not expected to be the deepest technical expert in every domain.

You are expected to understand the work well enough to:

• Identify risks early
• Keep complex initiatives moving forward intelligently

This Role Is a Fit If You…

• Take personal responsibility for outcomes
• Catch inconsistencies others miss
• Ask “why” until the answer actually makes sense
• Think in checklists, timelines, and systems
• Balance obsessive attention to detail with big-picture judgment
• Operate with urgency and a bias toward action
• Are resourceful—when you don’t know, you figure it out
• Communicate clearly, especially in writing
• Can align clients and senior professionals without formal authority
• Stay calm when stakes are high and timelines are tight
• Use modern tools (spreadsheets, workflows, CRM, AI) to amplify judgment—not replace it
• Have a sense of humor and don’t take yourself too seriously

In short: you’re humble, hungry, and smart.

What You’ll Actually Do

You will manage multiple parallel projects with:

• Conflicting priorities
• Real financial, legal, and personal consequences

Your work will span areas including (but not limited to):

• Personal, business, income, and estate tax coordination
• Estate and wealth transfer planning implementation
• Business and entity structuring
• Investment coordination and reporting
• Legal matters intersecting personal, business, estate, and litigation issues
• Banking, credit facilities, and lending coordination
• Treasury management (account openings, wires, cash movement, budgeting)
• Insurance and risk management
• Operational and administrative structuring
• Financial and family literacy initiatives
• Charitable giving and philanthropic structures

How You’ll Work

• Audit work continuously—not just at the end
• Question assumptions respectfully
• Identify gaps across people, process, and data
• Propose better ways of doing things—and help implement them

You’re known for:

• Anticipating issues before they become urgent
• Surfacing problems early, along with solutions
• Refining processes to reduce friction
• Balancing speed with precision
• At least one of the following required: JD, CPA, LLM, CFP, or CPWA
• Above average skill with Microsoft Office products, specifically Microsoft Excel
• Ability to pass criminal & financial background check
• Currently possess or able to pass FINRA Series 65 exam within 90 days of employment

Compensation

• Competitive Base Salary starting at…