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Parcion Private Wealth

Operations & Compliance Analyst

Parcion Private Wealth

Operations & 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

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Applicant Tracking System Keywords

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Hard Skills & Tools
process improvementAI adoptiontechnology administrationplatform optimizationautomation initiativesprocess designcompliance testingprocess documentation
Soft Skills
attention to detailproject managementcross-functional collaborationeffective communicationproactive mindsetsolutions-oriented mindset