Operations Analyst
Sanctuary WealthIndianapolis, Indiana, United States
Posted March 18, 2026
Full Time
About the Company
Sanctuary Wealth is a private wealth management firm that provides personalized, fiduciary financial guidance and client services, including wealth management, bilingual support, and reporting solutions using platforms such as Addepar. The firm focuses on delivering tailored strategies and a relationship-driven process to help clients make confident, informed decisions about their financial future.
Job Description
The Operations Analyst plays a key role in supporting tru Independence RIAs by ensuring the accuracy, efficiency, and reliability of our portfolio accounting and reporting systems.
Requirements
- Setup unique instances of Advyzon databases for onboarding firms
- Provide training and ongoing support to RIAs on portfolio accounting systems and related tools
- Perform daily, weekly, monthly and quarterly audits to ensure data integrity for billing and reporting
- Develop and maintain procedures related to portfolio accounting system and CRM maintenance
- Set up and maintain integrations with AI tools, financial planning software, investment research programs, and other third-party applications
- Manage and resolve client support requests through the service ticketing system
- Partner with portfolio accounting system vendors to troubleshoot issues, identify bugs, test enhancements, and advocate for product improvements
- Collaborate with other internal teams to deliver a seamless client experience
- Identify and drive initiatives geared toward improving operational efficiency, data quality, and the client experience
- Continuously expand skills and expertise within Advyzon, Black Diamond, and related applications
