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Now Hiring:
Investment
Operations
The engine room of one of the fastest-growing wealth firms in Texas.
This is a high-responsibility, detail-driven role for someone who thrives on precision, control, and clean execution.
About the Role
This full-time, in-office position is the operational core of our investment process. You’ll take full ownership of new account setup, trading logistics, transfers, portfolio rebalancing, platform execution, billing files, and advisor support. You’ll work closely with our advisors and planning team to keep everything running with accuracy and speed — and be the point person for every key investment and custodial platform.
This isn’t a back-office role lost in the shuffle — it’s a front-line position where your execution keeps clients on track, portfolios on strategy, and advisors fully supported.
You’ll Work On:
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Opening and maintaining client accounts across custodians (Schwab, Fidelity)
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Coordinating ACATs, rollovers, funding transfers, and cash movements
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Managing model portfolios and account onboarding to trading platforms
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Executing light trading and rebalancing across client accounts
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Reallocating accounts into strategic firm-wide models
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Preparing and submitting subscription paperwork for private equity and alternative investments
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Maintaining portfolio and product data accuracy across platforms
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Preparing investment proposals, transition plans, and allocation visuals
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Submitting and reconciling billing files to custodians
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Ensuring platform integrations are functioning and aligned with workflows
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Partnering with advisors to implement trades, adjust allocations, and execute planning updates
What We're Looking For
We’re not looking for a button-pusher. We want someone who takes control, solves problems fast, and doesn’t let anything fall through the cracks.
This role demands someone who’s calm under pressure, thrives in a regulated environment, and understands that accuracy is everything when it comes to client accounts and portfolios. You’ll be trusted to execute flawlessly and communicate clearly — both internally and externally.
You're a Fit If You:
✅ Have 2+ years of experience in investment operations, trading, or financial services
✅ Know how to navigate custodians like Schwab, Fidelity, or similar
✅ Are highly organized, process-driven, and accurate under pressure
✅ Communicate clearly — with clients, advisors, and vendors
✅ Can read and process investment paperwork quickly and confidently
✅ Know your way around Excel, portfolio tools, and trading systems
✅ Take ownership, follow through, and thrive in a regulated environment
✅ Are able to become IAR registered (qualifying designation or Series 65)
✅ Can pass a full background check (required)
Compensation & Details
Compensation: $65,000 - $85,000 base salary
Status: Full-time, salaried
Location: San Antonio, TX (on-site)
Start Date: ASAP
Perks: Paid time off, group benefits, holidays, access to leadership, and the ability to grow with a firm.
Our Core Values
🔥
Relentless Growth
Stagnation is failure.
We challenge ourselves to improve daily — personally, professionally, and as a firm. Complacency has no seat at this table.
🤝
Trust Through Action
If we say it, we do it.
Our credibility is built on execution. We follow through, own our word, and deliver what we promise.
⚡
Make It Happen
Take action, adapt fast, solve what others wont.
No excuses. We figure it out, move fast, and handle challenges others avoid. We’re here to make progress, not noise.
💯
All In,
All Together
We commit and win as one.
We’ve got each other’s backs. Every win is shared, every challenge is faced together, and every client benefits from the full force of our team.
We don’t hang these on a wall — we live them every day.
These are the principles that guide how we show up for our clients, our team, and our mission.
How to Apply
No long forms. Just show us who you are.
Please send us:
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A quick note on why this role caught your attention
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A short example of how you’ve helped run a high-precision operation
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Your resume or LinkedIn profile link
📬 Apply by email to: careers@avidwp.com
Avid Wealth Partners is a fast-growing, independent wealth firm based in San Antonio, TX. Serving successful entrepreneurs, physicians, and business leaders across the nation with integrated planning and wealth management.
Learn more at www.avidwp.com