Teamwork. Collaboration. Leadership.

Become a member of a growing, dynamic team of professionals and make an impact on the future of the financial services industry. GeoWealth is always looking for motivated self-starters who thrive in a team environment and have a strong desire to be at the forefront of wealth management.

Senior Operations Analyst - Trading

Location | Chicago, IL


GeoWealth is a leading digital advisory platform firm which delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for a Senior Operations Analyst who specializes in trading to join our rapidly growing team. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.

Key Responsibilities:

  • Use proprietary trading software to generate trades for model updates and to execute regularly scheduled rebalances
  • Build and maintain client and third-party models
  • Assist clients with portfolio onboarding, transitioning, and rebalancing
  • Accurately execute client-initiated trade requests such as raising cash, injecting cash, investment changes, tax-loss harvesting, etc.
  • Review client account data and resolve any discrepancies between the firm's portfolio accounting system and the trading/rebalancing software
  • Communicate on a regular basis with advisors and custodians


  • 2+ years of experience in financial services (RIA preferred)
  • Familiarity with trading ETFs, Equities, and Mutual Funds
  • Experience working with Portfolio Rebalancing Software such as Morningstar tRx, Tradewarrior, iRebal, or Tamarac. Extreme attention to detail and a proven high level of accuracy in work product are required.
  • Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines
  • Exemplary problem-solving and organizational skills
  • Experience working directly with at least one of GeoWealth’s primary custodians (Charles Schwab, TD Ameritrade, Fidelity, or Pershing) strongly preferred
  • Proficiency in Excel preferred
  • Proficiency in Excel preferred
  • Series 65 preferred
  • Bachelor’s Degree (Finance, Accounting, Business or Economics degree preferred)

Company Culture and Perks
+ Casual work environment with fun, hard-working, and open-minded coworkers
+ Competitive salary
+ Medical, Dental, and Vision insurance
+ 401k with company match
+ Flexible PTO and work schedule
+ FSA and transit benefits
+ Frequent team happy hours
+ Stocked kitchen and weekly lunches
+ Onsite gym

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Key Advantages:

  • Competitive Compensation
  • Competitive Benefits
  • Flexible and Friendly Environment
  • Challenging Industry Landscape
Apply Now