Wealth Management Analyst

Wealth Management Analyst

Location:

Jacksonville, FL (Onsite) Duration: 12+ Months Contract Pay Range: $30/hr - $32/hr

Schedule:

Monday–Friday | 8:00 AM–5:00 PM Benefits:
The Company offers the following benefits for this position, subject to applicable eligibility requirements: medical insurance, dental insurance, vision insurance, 401(k) retirement plan, life insurance, long-term disability insurance, short-term disability insurance, paid parking/public transportation, (paid time , paid sick and safe time , hours of paid vacation time, weeks of paid parental leave, paid holidays annually - AS Applicable) About the Role We are seeking an experienced Investment Advisory Governance Analyst to support a leading Wealth Management organization.

This role will focus on governance, oversight, risk controls, and operational support for investment advisory programs and platforms. The ideal candidate will have a background in Investment Advisory, Wealth Management, Investment Operations, Asset Management, or Financial Services, along with strong research, analytical, communication, Excel, and AI-enabled tools experience.

Key Responsibilities Provide timely responses to business and operational inquiries across multiple channels. Conduct research, follow-up, and resolution of policy and procedure-related inquiries. Support governance and oversight activities for investment advisory programs. Review and evaluate investment-related and account maintenance requests. Review account documentation and advisory program enrollments through systematic and manual processes. Identify potential operational risks and escalate concerns appropriately. Ensure adherence to business policies, governance standards, and regulatory requirements.

Partner with internal stakeholders, business teams, leadership, and financial advisors. Analyze requests and provide recommendations aligned with established policies and guidelines. Identify opportunities for process, procedural, and operational improvements. Support project initiatives and governance-related activities. Utilize AI-enabled tools and resources to support research, analysis, and business processes.

Required Qualifications Experience in Investment Advisory, Wealth Management, Investment Operations, Asset Management, Brokerage, or Financial Services. Knowledge of managed products and/or investment advisory business.

Experience with governance, risk, controls, compliance, or policy and procedure interpretation. Strong research and analytical skills. Excellent attention to detail and ability to process complex information accurately. Strong written and verbal communication skills. Ability to collaborate effectively with cross-functional stakeholders. Experience using AI-enabled tools and resources, including AI prompting or Generative AI tools. Strong proficiency in Excel. Ability to manage multiple priorities in a fast-paced environment.

Preferred Background Candidates with experience in the following areas are highly encouraged to apply:
Investment Advisory | Wealth Management | Investment Operations | Asset Management | Brokerage Operations | Business Governance | Risk & Controls | Compliance | Financial Services If you have a strong financial services background and experience supporting investment advisory or wealth management operations, we encourage you to apply!