Wealth Advisors Operations Analyst

Fifth Third Bank

RIA Operations Analyst at Fifth Third Wealth Advisors providing operational support and ensuring data integrity. Collaborating across teams to enhance efficiency and support regulatory requirements.

Posted 4/15/2026full-timeCharlotte • North Carolina, Ohio • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

The RIA Operations Analyst provides high-quality operational support focused on efficiency, data integrity, investment accounting, and senior-level operations functions.
Partner with Operations staff and related departments to resolve issues, ensure data accuracy, and implement process improvements that enhance efficiency and control.
Support quarterly fee processes, including generation of fee billing statements and use of custodial interfaces to post fees to client accounts.
Review new client documentation for accuracy and completeness, adapting to shifting priorities to support team and organizational objectives.
Participate in the review and approval of client account disbursements in accordance with established policies and procedures.
Assess operational workflows and system enhancement opportunities to improve automation, efficiency, and risk mitigation; recommend updates to policies and procedures as appropriate.
Collaborate with internal partners and leadership on firm initiatives, special projects, and research to support business results and client satisfaction.
Gather data and documentation to support Internal Audits, RCSAs, and external examinations (e.g., SEC, PCAOB, Surprise Custody Exams).
Assist with governance reporting and respond to compliance and regulatory inquiries in a timely manner.
Adapt to new responsibilities or shifting priorities as needed to support team objectives and organizational needs.
Performing other duties as assigned, adapting to new tasks or shifts in priorities as necessary to support your team’s and the company’s mission.

Requirements

What you’ll need

Bachelor’s degree required; Business, Management, or Finance preferred.
Minimum of 3-5 years of relevant operational, investment, or financial services experience.
Investment Knowledge: Understanding of asset allocation processes and major asset classes, including equities, fixed income, and alternatives.
Regulatory & Compliance Knowledge: Working knowledge of compliance and regulatory requirements impacting the investment management industry.
Technology & Data Tools: Experience with asset management applications, data analytics tools, CRM systems, document repositories, and electronic workflow platforms.
Operational Execution: Ability to manage workflows, projects, and deadlines in a dynamic, regulated environment.
Analytical Problem Solving: Strong analytical skills with the ability to identify issues, assess root causes, and recommend practical solutions.

Benefits

Comp & perks

Comprehensive benefits programs designed to support individual needs encompassing physical, financial, emotional and social well-being.

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment accountingdata integrityprocess improvementsfee billing statementsoperational workflowsautomationrisk mitigationgovernance reportinganalytical skillsproject management

Soft Skills

collaborationadaptabilityproblem solvingcommunicationattention to detailorganizational skillstime managementleadershipinterpersonal skillsflexibility