Operations Associate - Wealth Management

Operations Associate – Technology 

Company Overview

Our client is a privately owned financial services firm dedicated to delivering exceptional, personalized service to a select group of clients through a team-based approach. For the last decade, they have been one of the top firms in Colorado, and their founder has been recognized by Forbes, Barron’s, Denver Business Journal, and the Financial Times for industry leadership.

Position Summary

We are seeking an Operations Associate to oversee and evolve the firm's technology backbone. This role ensures that the advisors, operations, and client service teams have a seamless, reliable, and forward-looking technology stack. You will be the go-to problem solver for tech issues, driving automation and innovation, and a key partner to the COO and President in designing the next generation of our operational systems. Additionally, you will serve as a backup resource for operational coverage and process understanding, ensuring continuity and support throughout the team.

Key Responsibilities

Technology Ownership & Support

• Serve as the primary owner and administrator of the firm’s technology stack (CRM, trading platforms, reporting tools, workflow systems, automations).
• Troubleshoot, resolve, and prevent system issues across all operational tools.
• Ensure data accuracy, security, and compliance across platforms.

Innovation & Automation

• Identify gaps, bottlenecks, and inefficiencies within existing systems and processes.
• Design and implement automated solutions to reduce manual workload and improve accuracy.
• Stay ahead of industry technology trends and proactively recommend new tools and integrations.

Strategic Development

• Collaborate with the COO and President to design and execute the firm’s long-term technology roadmap.
• Lead projects to build and deploy new capabilities, integrations, and workflows.
• Support enterprise-wide initiatives by leveraging technology for scale and efficiency.

Cross-Functional Collaboration & Coverage

• Partner with advisors, trading, onboarding, and service teams to ensure technology solutions align with day-to-day needs.
• Lead cross-training in technology systems to build redundancy across the operations team.
• Act as a backup for operational processes and coverage when needed, demonstrating strong process knowledge and adaptability.
• Train and support team members in using platforms effectively.

Qualifications & Skills

• Bachelor’s degree in Information Systems, Finance, Business, or related field.
• 2–5 years of experience in financial operations, technology, or systems management within financial services or a related field.
• Strong understanding of CRMs, workflow automation, data management, and reporting systems.
• Hands-on experience implementing new technology or integrations in a professional environment.
• High proficiency in Excel; ability to learn new platforms quickly.
• Systems thinker with an ownership mindset.
• Naturally curious and constantly seeking better ways to do things.
• Analytical, detail-oriented, and process-driven.
• Comfortable balancing daily troubleshooting with long-term strategic projects.
• Clear communicator who can translate technical solutions into practical benefits for the team.

Please contact Jeff Beilstein – jbeilstein@tennisongrp.com – with your resume for consideration.