Associate, Data Operations (Hybrid)

Who We Are:  

Wealthspire Advisors is a New York City-based, independent registered investment Advisory firm with $20B in AUM. We have more than 300 employees serving clients from 22 offices in 12 states. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary of Role:

The Data Operations Associate will be a member of Wealthspire’ s Data Operations Team and will interact with other members of the Wealthspire Data Operations Team along members of the Client Operations and Client Service Teams. This position requires excellent numbers aptitude, strong attention to detail, as well as honed organizational skills to successfully manage many operational (internal) responsibilities in the following areas:

Essential Duties and Responsibilities:  

• Act as the primary liaison with Tamarac Advisor Services
• Maintain account sets, searches, views, templates, reports, dashboards
• Populate account and group fields for new accounts and clients
• Validate accuracy of client performance and capital flows
• Verify that security, portfolio, transaction, and pricing data from custodians and other sources is accurate
• Assist with account reconciliations
• Assist with other database maintenance, as necessary
• Maintain database back-up files
• Assist with Tamarac Rebalancing
• Populate account-level templates and settings
• Maintain models and target allocations
• Create rebalancing groups and configure underlying accounts for trading

• Additional tasks and responsibilities:
• Back up daily activity reporting
• Pricing non-standard assets and reconciling values
• Review, update and improve overall processes/procedures
•  Performs other duties as and when needed. 

Knowledge, Skills, and/or Abilities: 

• Numerical accuracy and attention to detail
• Ability to prioritize tasks and work in a team environment
• Professional appearance and manner
• Strong written and verbal communication skills

Education and/or Experience:   

• Bachelor’s degree
• At least two years of relevant work experience

Diversity, Equity, Inclusion, and Belonging at Wealthspire

Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.

• Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
• Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
• Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?

Don’t hesitate to apply, even if you don’t meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We’re eager to learn about your unique talents and experiences.

What We Offer: 

NFP and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others. The base salary range for this position is $60,000 – $80,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

NFP and You… Better Together!

NFP and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.