About Austin Wealth Management
Austin Wealth Management is an independent financial planning firm based in Austin, TX. We serve high-income households, retirees, and business owners with a focus on helping clients make informed, confident, and compounding financial decisions.
Our mission is to systematically create “Aha” moments that empower clients to take high-impact action in their financial lives.
We operate on a foundation of advocacy, education, systems, accountability, and adaptability. Our culture is guided by our values: clarity, curiosity, candidness, persistence, and collaboration.
Position Overview
We are seeking a motivated and detail-oriented Investment Operations Associate to join our growing team. This full-time role sits at the heart of our investment operations and trading functions, supporting both the firm’s advisors and our clients.
The ideal candidate combines technical expertise, problem-solving ability, and organizational skills to help maintain our systems, execute trading and billing functions, and deliver operational excellence.
Key Responsibilities
- Manage and maintain the Orion portfolio management system and firm databases
- Conduct regular Orion database audits to ensure accuracy, consistency, and data integrity
- Assist with daily trading activities, including:
- Investing new client cash
- Processing model changes
- Monitoring account activity for accuracy and timeliness
- Create and update client performance reports and firm-level business intelligence reports
- Administer the account review process to ensure alignment with client expectations
- Support client billing processes, including preparation, reconciliation, and issue resolution
- Contribute to department- and firm-wide projects aimed at improving efficiency and service delivery
- Maintain institutional relationships with custodians (Fidelity, Charles Schwab) and vendor partners
- Support financial advisors in their use of the Orion system and related tools
- Assist with compliance processes by generating accurate and timely reporting
Career Growth
This is more than just a job, it’s a career path. The Investment Operations Associate role offers significant opportunities for professional development and advancement within our firm. Team members who excel in this position will gain exposure to:
- Advanced trading and wealth management operations responsibilities
- Direct collaboration with senior leadership and financial advisors
- Expanded project ownership across operations, technology, and compliance
- A clear trajectory toward leadership opportunities in investment operations and beyond
We are looking for someone who wants to build a long-term career in financial services and grow with Austin Wealth Management.
Qualifications
- Experience using our core portfolio management systems, (Orion Preferred)
- Familiarity with investment custodians (Fidelity and/or Charles Schwab)
- Functional understanding of database structures and data accuracy best practices
- Strong analytical and problem-solving skills
- Excellent communication skills, with an emphasis on clarity
- Detail-oriented and highly organized with the ability to manage multiple priorities
- Ability to work independently and in collaboration with team members
- Bachelor’s degree in Finance, Economics, Business Administration, or related field
Other Details
- Location: Austin, TX (Hybrid – specific schedule to be discussed during the interview process)
- Bonus: Performance-based annual bonus opportunity
- Benefits: Comprehensive package including health, retirement, and paid time off
To apply, please send your resume and cover letter to careers@austinwealthmgmt.com