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Operations & Compliance Analyst
Parcion Private WealthOperations & Compliance Analyst managing technology, compliance, and business systems functions for Parcion Private Wealth. Key role in driving technology strategy and improving operational efficiency.
Posted 6/24/2026full-timeBellevue • Washington • 🇺🇸 United StatesMid-LevelSenior💰 $100,000 - $125,000 per yearWebsite
About the role
Key responsibilities & impact- Supports daily operations, technology, compliance and business systems functions.
- Key resource for technology administration, process improvement, AI adoption, operational execution and regulatory compliance.
- Drive technology strategy through platform administration, optimization, automation initiatives and employee enablement.
- Improve efficiency, strengthen processes and help scale the business.
- Collaborate with leaders across the organization.
- Serve as primary administrator and internal subject matter expert for firm technology platforms.
- Champion adoption and ongoing enhancement of technology across the organization.
- Support evaluation, implementation and rollout of new technologies.
- Accountable for supporting efficient and scalable business operations through process design, execution and improvement initiatives.
- Collaborate across departments to improve workflows and employee experiences.
- Partner with the Chief Compliance Officer and Director of Finance & Operations to support compliance program.
- Coordinate routine compliance testing and documentation activities.
Requirements
What you’ll need- 3–5 years of experience in an operations and/or compliance role is preferred.
- Experience in the financial services industry is a plus.
- Strong attention to detail with the ability to manage multiple projects and deadlines simultaneously.
- Demonstrated ability to collaborate cross-functionally and communicate effectively across departments.
- Familiarity with technology platforms, system administration, and process documentation.
- Comfort working in a dynamic, fast-paced environment with a proactive and solutions-oriented mindset.
Benefits
Comp & perks- Competitive salary and incentive bonus structure
- Full benefits package including generous paid time off, health, dental, vision, life, disability, and 401(k)
- Benefits: Fully paid premiums for medical/dental/vision, short-term and long-term disability, and life insurance
- 401(k): 100% company match up to 3% of your annual pay
- Paid Time Off: Starting at 15 days per year, with PTO accrual program
- Career + Professional Development: training/certification/licensing/dues reimbursement, internal development planning, executive coaching and ongoing development programs
- Parking available
- Wellness reimbursement
- Regular team off-sites, events, including an annual team retreat
- Access to Parcion Family Office Network vendors and preferred pricing discounts
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
process improvementAI adoptiontechnology administrationplatform optimizationautomation initiativesprocess designcompliance testingprocess documentation
Soft Skills
attention to detailproject managementcross-functional collaborationeffective communicationproactive mindsetsolutions-oriented mindset