Senior Operations Analyst

• Confident Humility – a quintessential team player, willing to do whatever it takes to get a job done, with pragmatic optimism
• Contagious Growth Mindset – a continuous learner with intellectual curiosity who strives for excellence and inspires others
• Trusted Relationships – Supportive and authentic with mutual respect for colleagues

• Shares our commitment to maintaining a supportive and inclusive environment where everyone feels a sense of belonging.
• Is extremely organized with excellent attention to detail.
• Is capable of prioritizing and managing multiple tasks concurrently.
• Thrives in an environment focused on creative problem solving.
• Is an engaging and charismatic communicator.
• Has a passion for excellent service.
• Is a self-starter.

Please Note: We have ONE opening for a Senior Operations Analyst that can be based in one of our many office locations: Asheville, NC; Atlanta, GA; Boston, MA; Charlotte, NC; Westwood, NJ.

Job responsibilities include but are not limited to:

• Assisting in the administration and management of the Portfolio Management System including:
  • Following procedures (daily, monthly, quarterly audits) to ensure Portfolio Management System is kept up to date.
    • Daily/Monthly/Quarterly Data Maintenance.
      • New Account, Group, Household, and Client set up
      • Closed Account, Group, Household, and Client clean up
      • Billing Set Up and Maintenance
      • Reconciling Accounts Receivables
    • Daily/Monthly/Quarterly Data Reconciliation.
  • Interfacing with custodians and daily data files.
  • Daily/Monthly/Quarterly Data Reconciliation.
  • Reviewing and troubleshooting any issues found in client account performance.
  • Reviewing and troubleshooting any issues found in client billing.
  • Supporting quarterly performance reporting and billing processes.
  • Assisting with oversight and management of system and data integration during Mergers/Acquisitions.
• Assisting in the administration and management of the CRM system including:
  • Perform ad‐hoc and recurring data audits.
  • Support the creation, maintenance, and monitoring of internal firm processes and workflows.
  • Continuously review and revise internal processes to increase efficiency and standardize processes firm wide.
  • Assist with the oversight and management of System and Data Integration during Mergers/Acquisitions.
• Partnering with various departments on ad-hoc project work.
• Daily Operations task management.
• Assist with training of new employees.
• Conduct routine data audits to ensure the integrity of client data across multiple platforms.
• Facilitate implementation of new software.
• Compile various required reports (i.e., Business Development, Surveys, Benchmarking, Insurance, etc.).
• Collaborate with the Compliance team:
  • Assist with data gathering, data maintenance, and reporting for both internal and external required compliance reporting.
  • Assist with testing policies and procedures and documenting results.
• Collaborate with the Finance team by:
  • Assisting with data gathering, data maintenance, and reporting for both internal and external required financial reporting.
• Collaborate with various internal teams (i.e., Wealth Management Team, IT Team, Portfolio Management Team).

Qualifications for this position:

• Minimum Bachelor’s Degree.
• 5+ years at senior operations level.
• Operations experience at an independent SEC registered RIA.
• Highly proficient in computer software, including Microsoft Office.
• Proven analytical and problem-solving skills.
• Experience in M&A integration of back-office systems and data.
• A solid grasp of data analysis and performance metrics.
• Interest in building operational platforms and efficiencies.
• Detail-oriented with demand for a high degree of accuracy.
• Superb communication skills.
• Solid strategic thinker, problem solver and decision maker.
• Demonstrated ability to drive execution and results.
• Team player, able to work well with all levels of the firm.
• Adaptability and flexibility are required; ability to work under pressure and beyond standard hours during busy periods to meet firm needs.
• This position interacts with virtually every Modera staff member and requires excellent interpersonal skills.
• Experience in rebalancing and portfolio management software packages is a plus.
• Knowledge of investment-related taxation and portfolio construction topics desired but not required.
• Occasional travel may be required 

• Competitive salary commensurate with experience
• Performance-based bonus
• Safe Harbor 401(k) plan
• Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance
• Paid vacation
• Opportunities for professional growth and continuing education
• Partial remote work

Modera Wealth Management, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We value your privacy. Please review our Privacy Policy to understand how we collect, use, and protect your personal information throughout the application process.

No phone calls.  All inquiries will be held in the strictest confidence.  For more information about the firm, please visit www.ModeraWealth.com.

Modera Wealth Management., LLC is an SEC registered investment adviser with places of business in Massachusetts, New York, New Jersey, Pennsylvania, North Carolina, Georgia, Virginia and Florida. SEC registration does not imply any level of skill or training. Modera may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

For additional information about Modera, including its registration status, fees, and services and/or a copy of our Form ADV Disclosure Brochure, please contact us or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). A full description of the firm’s business operations and service offerings is contained in our Disclosure Brochure which appears as Part 2A of Form ADV. Please read the Disclosure Brochure carefully before you invest or send money.