Placement and duration

The Wealth Management Operations Analyst Program is a competitive program that provides an opportunity for entry-level employees to both learn about the Financial Services Industry and develop the necessary professional competencies to be successful within Operations. The program includes a three level development model, whereby analysts work closely with their managers in goal setting and career planning to achieve their individual development goals. In addition, the Analyst Program has an assisted mobility component, where Analysts may experience up to two distinct roles during the program.

Training program

Analysts participate in a three week training series, which includes a high level overview of the firm and an introduction to the securities industry. The program also includes knowledge based training with focus on regulatory requirements, operational risk management and financial accounting. All analysts are assigned peer advisors to assist with their transition into the organization. To further develop their professional network, analysts are provided with opportunities to attend seminars hosted by senior management and are encouraged to attend social and networking events. Upon completion of training, analysts will be assigned to support a functionally aligned team within Wealth Management Operations.

Get to Know Our Recent Recruits


  • Transaction Processing: Partner with business units and clients to facilitate processing, servicing and reconciliation of Wealth Management client based activities in the areas of account opening, cash management, trade clearance and settlement, billing, tax reporting, fraud monitoring, and client data.
  • Change Management: Partner with Technology to design, manage and implement business process changes to streamline processes, improve productivity and optimize operational efficiency
  • Operational Risk Management: Effectively identify and mitigate operational risk while ensuring continued compliance with global regulatory requirements
  • Client Relationship Management: Establish and maintain effective client relationships in order to deliver world class operational services

Qualifications/ Skills/ Requirements

  • You are a current undergraduate senior pursuing a Bachelors degree, open to all majors.
  • You have a minimum cumulative GPA of 3.0.
  • You are a problem solver and critical thinker who brings ideas and solutions.
  • You are able to work effectively in a structured but flexible and changing, call center environment.
  • You are willing to work in a setting that requires 100% phone-based customer interaction.
  • You are focused on customer service with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions.