The US Wealth Operations Specialist I is an introductory role to Wealth that performs specialized operational tasks in support of one or more US Wealth Management lines of business.
Compensation
$23.25 - $30.75 USD
Responsibilities
Performs basic administrative support tasks while maintaining excellent quality in reporting and responding to clients both internal and external
Ensures transactions are confirmed and entered in system, according to established policies and procedures for each type of transaction
Resolves problems with transactions by communicating directly with client facing advisors, clients and 3rd parties advisors
Prepares detailed information and reports on transactions and accounts as needed
Provides direction and answers to basic questions as needed
Manages the Operations team and back‑office processes supporting Beacon Trust client relationships, resolving complex service issues, and improving operational efficiency.
Compensation
$70,000 - $100,000 annually
Responsibilities
Manage client service/operations team
Oversee servicing of client requests
Utilize case management and reporting tools
Partner with relationship managers to define handoffs
Resolve complex service issues
Requirements
Bachelor's in Finance, Accounting, Economics, Business Administration or related discipline
The Sales Supervision Contact Center Coordinator manages incoming calls from the Contact Center on behalf of the Sales Supervision team and supports workflow of non-digital annuity and alternative investment cases.
Senior Advisory Operations Business Analyst providing data analysis, reporting, and project management support for the Specialty Operations team.
Locations (2)
Dallas, Texas, United States
Coppell, Texas, United States
Responsibilities
Serve as a senior subject matter resource with advanced knowledge of Advisory and/or Brokerage products, operational processes, platforms, and clearing relationships.
Lead the collection, organization, validation, and analysis of complex operational data to identify trends, capacity concerns, opportunities, and actionable business insights.
Utilize advanced data and organizational tools (Snowflake, Microsoft Excel, PowerPoint) to organize large data sets and develop reporting.
Own and enhance metrics, capacity reporting, and data analysis across Advisory, Fee For Service, and Specialty Operations functions.
Lead or coordinate cross-functional projects and initiatives, establishing clear objectives, milestones, and communication plans.
Responsible for reviewing, releasing or escalating flagged live orders, executing trades, filing regulatory reports, and assisting advisors with trading operations.
Compensation
$72,280 - $117,520 USD
Responsibilities
Reviewing and releasing flagged live orders
Executing trades and ensuring timely completion
Filing required regulatory reports
Assisting advisors with complex trading activities
Support client relationships and grow a sustainable wealth management business as part of the MacInnes Group.
Compensation
Salary Range: $135,000 - $200,000
Responsibilities
Work closely with a team to support client relationships and the growth of a sustainable wealth management business.
Prepare and maintain comprehensive financial plans using Conquest software, tailoring recommendations to address the complex needs of high-net-worth and ultra-high-net-worth clients.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
Service client accounts by processing and confirming transactions, executing trade orders, updating account documentation, and ensuring accurate account maintenance.
Communicate directly with clients, respond to inquiries, provide market quotes, and support ongoing relationship management.
Requirements
Nice to have: Certified Financial Professional (CFP)
Nice to have: Chartered Life Underwriter (CLU)
Nice to have: Family Enterprise Advisor (FEA)
Nice to have: Certified Exit Planning Advisor (CEPA)
Nice to have: Trust and Estate Practitioner (TEP)
Skills
Associate, Financial Planning
Canaccord Genuity Group Inc. · Posted Jul 22, 2026
Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
Compensation
Salary Range: $135,000 - $200,000
Responsibilities
Design and deliver customized, comprehensive wealth plans that integrate financial, investment, retirement, tax, risk management, and estate planning.
Provide strategic guidance on complex planning needs such as holding companies, stock options, individual pension plans, retirement compensation arrangements, charitable giving, and intergenerational wealth transfer.
$45,000 - $50,000 per year + annual performance-based bonus
Responsibilities
Handle the incoming calls from the Contact Center and address the inquiries directly or by collaborating with others within the department to address the needs of the Financial Professional
Familiarity with the workflow and common troubleshooting for the Annuity Submission Platform
Facilitate case routing for Annuity and Alternative Investments
Resolve missing documentation and reconcile misrouted documentation to the proper case or department
Assign Subscribe orders to the Sales Supervision Principals
5+ years of experience in financial services, Advisory Operations, Brokerage Operations, Specialty Operations, business analytics, or a related discipline.
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