Chatham Wealth Management Is Hiring!
CWM
We are hiring! Are you a financial services professional looking to work with a small dynamic wealth management team in Chatham, NJ? Email your resume to info@chathamwealth.com.
Wealth Management Operations Associate
Location: Chatham, NJ (In-person)
Schedule: Full-time or Part-time
We are a boutique wealth management office in Chatham, NJ, seeking a motivated and detail-oriented professional to join our team. This role offers the opportunity to work closely with advisors and clients, supporting both client-facing and back-office operations.
Key Responsibilities
Client Support: Provide responsive service to clients and team members, managing inquiries, requests, client files, and communications.
Billing & Reporting: Support billing functions for investment accounts and assist with performance reporting, ensuring accuracy and timeliness.
Potential Additional Responsibilities
Operations: Leverage and integrate our platforms to streamline processes, maintain accurate business and client data, and optimize system use.
Marketing: Responsible for formulating and executing a business development focused marketing plan.
Qualifications
Bachelor’s degree required.
Strong organizational and problem-solving skills.
Collaborative team player with a client-first mindset.
Preferred Experience
Familiarity with the financial advisory business model and industry regulations.
Experience with Schwab Advisor Center, Redtail CRM, and Orion Tech Stack.
Role could be full time or part time based on situation, experience, and agreed upon responsibilities.
Compensation will be commensurate with agreed upon responsibilities.