SageSpring Wealth Partners · 5 days ago
Advisor Enablement Operations Associate
Franklin, TN
Full-time
Onsite
Entry Level
2+ years expSageSpring Wealth Partners is a Forbes’ Best-In-State Wealth Advisors recipient and a Tennessean’s Top Workplace for the last five consecutive years. They are seeking a motivated Wealth Operations Associate to support back-office client service operations, manage data reconciliation, and ensure advisor efficiency and client satisfaction.
Financial ServicesRetirementWealth Management
Responsibilities
Manage daily data reconciliation and performance reporting across Black Diamond, Wealthscape, and TAMP platforms; identify and resolve discrepancies to ensure accuracy
Conduct audits and quality checks on account data and transactions to support compliance and internal standards
Maintain accurate client and account data across custodial and internal systems, including ongoing data clean-up and integrity initiatives
Support firmwide operational projects, including technology enhancements, workflow improvements, and custodial integrations; track timelines and deliverables
Optimize CRM, custodial, and reporting platforms through data clean-up, system enhancements, and vendor coordination
Serve as a liaison with Fidelity and third-party vendors to troubleshoot data feeds and resolve operational issues
Manage the general operations inbox, triaging requests, responding to inquiries, and ensuring timely resolution or escalation as needed
Oversee and process rollover agreements, coordinating documentation, tracking progress, and following up with custodians, advisors, and client service teams
Assume ownership of rep code management responsibilities, including setup, maintenance, updates, and coordination with custodians and internal stakeholders
Partner closely with advisors and client service teams to ensure operational requests are executed accurately and efficiently
Collaborate cross-functionally with advisors, client service teams, operations, and leadership to ensure alignment on operational priorities
Assist with overflow work and cross-train across multiple areas of operations to provide team-wide coverage and continuity
Qualification
Required
Bachelor's degree or equivalent experience in finance, accounting, business, or a related field
2–3 years of experience in an operations or back-office role (financial services experience strongly preferred)
Familiarity with RIA operations and custodial platforms (Fidelity preferred) and performance reporting tools (Black Diamond preferred)
Strong proficiency in Excel and comfort working with operational data and documentation
Exceptional attention to detail with a high standard for accuracy and follow-through
Proven ability to manage multiple workflows, prioritize effectively, and meet deadlines
Strong written and verbal communication skills with a service-oriented mindset
Benefits
Health Insurance
Dental
Vision
401K
Life Insurance
Short-Term and Long-Term Disability
Paid Vacation and Holidays
Company
SageSpring Wealth Partners
SageSpring Wealth Partners offers wealth management, advice, consulting, estate, and retirement planning services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$5.74M2022-02-23Series Unknown· $5.74M
Leadership Team
Brian Harding
Chief Financial Officer
Brad Bowlin
Chief Growth Officer
Recent News
Morningstar, Inc.
2025-01-30
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