Operations Associate, Wealth

About the role

The Role As an Operations Associate, Wealth Services, you will play a critical role in supporting advisors and wealth management teams by serving as a subject matter expert across key wealth technology platforms, including Black Diamond, Salentica, CRM Wealth Platform, and RCI. In this highly collaborative role, you will be a trusted resource for advisors, helping them navigate systems, resolve complex issues, and optimize platform functionality. You will work closely with internal teams and external partners to support onboarding, training, data integrity, and operational excellence across the wealth services organization. This position is ideal for a detail-oriented professional who enjoys problem solving, building relationships, and leveraging technology to create a seamless advisor experience.

Essential Job Functions, Other Duties Assigned

• Advisor Support & Relationship Management
  • Serve as a primary point of contact for advisors regarding platform functionality, navigation questions, account reviews, and transaction-related inquiries.
  • Resolve complex service requests and escalated issues while ensuring a high-quality advisor experience.
  • Act as a liaison between advisors, internal teams, and business partners to facilitate timely issue resolution.
• Training & User Enablement
  • Deliver virtual and in-person training sessions, webinars, and development programs for advisors, Registered Representatives, and Investment Advisor Representatives.
  • Provide one-on-one coaching and support to users as needed.
  • Aid in onboarding new users by setting up system access and ensuring a smooth transition onto wealth platforms.
• Platform Administration & Data Management
  • Maintain user accounts, permissions, security rights, and group assignments across supported systems.
  • Manage the flow of data between Black Diamond and related platforms, ensuring information is accurate, complete, and up to date.
  • Monitor and maintain data integrity through regular audits, updates, and validation activities.
• Operational Support & Project Coordination
  • Review and triage advisor service tickets, routing requests to the appropriate teams and stakeholders.
  • Cook up account assignments, household setup, and workload distribution across teams.
  • Track, monitor, and report on project status, training effectiveness, webinar feedback, and operational initiatives.
  • Prepare reporting and documentation related to customer satisfaction, platform usage, and team performance metrics.

Knowledge, Skills, And Abilities

• Commitment to demonstrating company core values.
• Exceptional written and verbal communication skills.
• Strong active listening skills with the ability to understand advisor needs and deliver effective solutions.
• Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Strong analytical and problem-solving abilities.
• Ability to collaborate across departments and coordinate efforts among multiple stakeholders.
• High level of attention to detail and commitment to accuracy.
• Experience reviewing, validating, and managing large data sets.
• Understanding of broker-dealer and RIA business processes and operational workflows.

Experience

• Experience and Education
  • 3-5 years of experience in Financial Services, Wealth Management, or a related industry.
  • Experience working with wealth reporting, CRM, or advisor technology platforms.
  • Experience supporting platforms such as Pershing, Schwab, Fidelity, or similar custodial and wealth management systems.
  • Hands-on experience with Black Diamond or a comparable portfolio reporting platform is required.
• Education
  • Four-year college or university program certificate in Business, Finance or related field; or equivalent combination of education and experience.
• Licensing
  • None

Physical Requirements

Office Position

Travel 10%

About Integrity

About Integrity Integrity is one of the nation’s leading independent distributors of life, health and wealth insurance products. With a strong insurtech focus, we embrace a broad and innovative approach to serving agents and clients alike. Integrity is driven by a singular purpose: to help people protect their life, health and wealth so they can prepare for the good days ahead. Integrity offers you the opportunity to start a career in a family-like environment that is rewarding and cutting edge. Why? Because we put our people first! At Integrity, you can start a new career path at company you’ll love, and we’ll love you back. We’re proud of the work we do and the culture we’ve built, where we celebrate your hard work and support you daily. Joining us means being part of a hyper-growth company with tons of professional opportunities for you to accelerate your career. Integrity offers our people a competitive compensation package, including benefits that make work more fun and give you and your family peace of mind.

Integrity, LLC is an Equal Opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, national origin, disability, veteran status, or any other characteristic protected by federal, state, or local law. In addition, Integrity, LLC will provide reasonable accommodations for qualified individuals with disabilities.