Regional Operations and Service Analyst
New
Based in the United StatesFull-TimeMiddle
Salary75,000 - 85,000 USD per year
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Job Details
- Experience
- 1–3 years
- Required Skills
- Project ManagementData AnalysisProcess improvement
Requirements
- Bachelor’s degree required, preferably in Business, Finance, Economics, or a related field.
- 1–3 years of experience in operations, financial services, consulting, or a fast-paced professional environment.
- Exposure to wealth management, banking, or financial services environments is strongly preferred.
- Understanding of operational processes, data analysis, and performance tracking within business settings.
- Strong analytical skills with the ability to organize, interpret, and present data clearly.
- Excellent written and verbal communication skills with strong interpersonal and collaboration abilities.
- Highly organized with strong project management and multitasking capabilities.
- Ability to thrive in ambiguous environments and adapt quickly to shifting priorities.
- Self-starter mindset with strong ownership, accountability, and follow-through.
- Familiarity with high-net-worth or ultra-high-net-worth client environments is a plus.
Responsibilities
- Provide direct operational and administrative support to regional leadership, including the Director of Business Execution and advisory teams, across strategic initiatives and day-to-day priorities.
- Support onboarding processes for new hires and advisory teams, coordinating logistics, system access, documentation, and integration into regional workflows.
- Assist in developing and distributing standard operating procedures, best practices, and training materials to promote consistency and operational excellence.
- Coordinate office operations and administrative needs, including facilities management, vendor coordination, and workspace logistics.
- Respond to and manage delegated operational requests, ensuring timely follow-through and resolution across multiple stakeholders.
- Collect, analyze, and interpret operational data and performance metrics to identify trends and recommend process improvements.
- Support cross-functional projects and initiatives aimed at enhancing efficiency, client service quality, and regional performance.
- Partner with advisors and internal teams on ad hoc projects, serving as a reliable operational resource for the region.
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