{"id":3532571,"url":"https://alion.io/job/aprio-operations-analyst-wealth-management","title":"Operations Analyst, Wealth Management","company":{"id":4900,"name":"Aprio","domain":"aprio.com","url":"https://alion.io/company/aprio","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":80,"open_postings":54,"ghost_share":0.019,"stale_share":0.741,"repost_share":0.037,"time_to_fill_p50_days":52,"computed_at":"2026-10-31T05:58:55Z"}},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":46000,"max_usd":96000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":2645},"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Claude","optional":false},{"name":"Microsoft Excel","optional":false},{"name":"Python","optional":false},{"name":"SQL","optional":false}],"status":"live","first_seen_at":"2026-10-30T08:23:01Z","employer_posted_date":"2026-10-30","last_verified_at":"2026-11-01T03:00:17Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"Job Summary\nAprio is seeking an Operations Analyst to join the Wealth Management Operations team, where you will own the day-to-day execution of the client account lifecycle and the advisory fee billing cycle. Your work will serve as the revenue-bearing foundation of the client relationship - ensuring accounts are established accurately, billing cycles run on time, and every exception is researched and resolved with a clear, documented recommendation.\nYou will function as the frontline operational owner for these processes, partnering with wealth management advisors and client service teams to deliver accurate, timely results every billing period. This role is well-suited for an operations professional with RIA or wealth management experience who takes pride in precision, process ownership, and building repeatable, audit-ready work.\nWhat You'll Gain / Impact:\nDirect ownership of mission-critical billing and account lifecycle processes that drive firm revenue.\nHands-on experience with portfolio accounting, CRM, and custodial platforms used across the wealth management industry.\nOpportunity to contribute to automation development and a Salesforce Financial Services Cloud migration that will shape how the team operates.\nA clear path to deepening your RIA operations expertise within a growing, high-caliber firm.\nKey Responsibilities:\nAccount Lifecycle Administration:\nSet up clients, households, registrations, and accounts across portfolio accounting and CRM platforms, maintaining data accuracy and system-to-system consistency.\nProcess account closings and terminations, including final fee treatment and status hygiene.\nMaintain the account attributes billing depends on - fee schedule, billing group, and custodian flags - so accounts are billing-ready the day they fund.\nRun first-line quality control on new account data, including naming conventions, contact information, household grouping, and client category classification.\nValidate new and changed account records against source documentation and resolve missing or conflicting data before downstream billing or reporting is affected.\nMonitor daily account and household exception reports for orphaned registrations, duplicate records, and accounts that fail established readiness controls.\nAdvisory Fee Billing:\nRun the advisory fee billing cycle end to end, including pre-bill review, cash adequacy check, fee calculation review, custodial fee submission, and post-submission reconciliation.\nOwn the month-over-month billing review at the household and account level, and explain every material variance before the cycle is released.\nResearch fee exceptions - including partial-period billing, terminated accounts, manual adjustments, non-billable assets, and cash shortfalls - and document the final treatment before release.\nPrepare per-advisor billing review packages and respond to advisor questions on fee outcomes.\nMaintain a forward billing calendar identifying monthly and quarterly deadlines, off-cycle adjustments, and dependencies requiring advisor or accounting input.\nTrack recurring billing exceptions and trend them by cause to support control enhancements or automation requirements.\nException Research & Advisor Support:\nServe as the first point of contact for advisor and service team questions on account setup, terminations, and fees\nInvestigate breaks between systems and document the cause, not only the fix.\nIdentify patterns in recurring inquiries and data breaks, and surface themes that warrant training, workflow. improvements, or upstream data-quality corrections.\nEscalate with a recommendation and the supporting evidence.\nControls & Documentation:\nMaintain standard operating procedures and checklists for every recurring process owned, keeping them current as processes evolve.\nRun Python-based operational tools in production, test enhancements, and contribute business requirements based on data findings.\nSupport Salesforce Financial Services Cloud migration workstreams, including household hierarchy, account structure, billing workflow mapping, and data validation.\nMaintain recurring control evidence, exception logs, and reconciliation support so processes can be reproduced and reviewed without reliance on individual knowledge.\nCandidate Qualifications:\nTwo or more years in wealth management, RIA, broker-dealer, custodian, or fund administration operations.\nHands-on experience with advisory fee billing or account onboarding at a firm running a portfolio accounting system.\nAdvanced Excel skills, including lookups, pivot tables, and the ability to reconcile data sets that do not agree on the first pass.\nDemonstrated accuracy against fixed, recurring deadlines.\nClear written communication skills sufficient for advisor-facing correspondence.\nPreferred:\nExperience with portfolio accounting and CRM platforms such as Orion, Salesforce, Practice Engine, Tamarac, Envestnet, Addepar, or Black Diamond.\nFamiliarity with custodial platforms such as Schwab Advisor Center or Fidelity Wealthscape.\nFamiliarity with Form ADV, advisory fee billing requirements, or an RIA control environment.\nComfort with or interest in tools such as Copilot, Claude, GPT, Python, SQL, or Power Query.\nExperience supporting a platform migration or firm integration.\nBachelor's degree in finance, accounting, business, or a related field, or equivalent working 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