Asset & Wealth Management Operations-Client Onboarding & Configuration-Dallas-Senior Analyst
LateralNew York, New York, United States
Posted February 12, 2026
Full Time
About the Company
Lateral delivers full-service technology solutions, adding business value through design, implementation and consulting services.
Job Description
Asset & Wealth Management Operations-Client Onboarding & Configuration-Dallas-Senior Analyst. Holistic ownership and understanding of client accounts, trade life cycle and act as a single point of contact for AMD business for any investment guideline issues or queries.
Requirements
- Bachelor’s degree
- 2-4 years of professional experience in the financial services industry
- Knowledge of operational aspects of trade management or investment guidelines surveillance
- Collaborative, team-oriented, and strong consensus builder
- Strong communication and interpersonal skills
- Flexibility to be available for occasional time-sensitive pre-trade support needed after hours prior to Asia market opening
Benefits
- Generous Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance