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Analyst, Wealth Management
Analyst, Wealth ManagementComposition Wealth, LLC. • Seattle, WA, US
Analyst, Wealth Management

Analyst, Wealth Management

Composition Wealth, LLC. • Seattle, WA, US
1 day ago
Job type
  • Full-time
Job description

Overview

A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast-growing, investment firm with an award-winning culture

Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families, and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Type : Full-time

Reports To : Director of Growth and Advisor Development

About the Role

We are seeking a detailed and execution-oriented Analyst, Wealth Management, to support the Director of Advisor Development in driving initiatives that help our advisors grow and succeed. This role will focus on providing analytical support, coordinating projects, and assisting with the execution of programs that improve advisor effectiveness and firmwide growth efforts. You'll work across marketing, advisory, and operations teams, supporting cross-functional projects, preparing reports, and ensuring smooth day-to-day execution of advisor development initiatives. This role is ideal for a high-performing generalist with a bias toward action, a strong analytical mindset, and demonstrated project execution skills who is interested in wealth management, business operations, and advisor growth.

Responsibilities

  • Financial & Operational Analysis & Reporting
  • Act as the primary analyst for the Wealth Strategy function—owning the modeling, tracking, and reporting of performance across initiatives such as tracking and reporting of advisor performance, pipeline activity, and business development initiatives.
  • Build dynamic financial and operational models to evaluate business opportunities, advisor performance, wallet share trends, and new market expansion.
  • Assist in building and maintaining reports and dashboards (e.g., Salesforce, Black Diamond, Power BI) to provide visibility into advisor growth metrics.
  • Conduct system-level reviews of key platforms (Salesforce, Black Diamond, eMoney) to identify process inefficiencies and opportunities for automation.
  • Assist with the coordination and execution of advisor programs, including onboarding, training, and growth initiatives.
  • Help organize recurring team meetings, advisor huddles, and development sessions; prepare agendas, materials, and follow-up notes.
  • Support the standardization of go-to-market strategy and advisor presentation materials across the firm.
  • Program and content organization for consistent communications for and with advisors across the firm.
  • Play a key role in the organization of onboarding and integration of new advisors.

Cross-Functional Collaboration

  • Collaborate with Marketing, Operations, and Technology teams to support advisor-related initiatives such as campaigns, lead management, and communications.
  • Serve as a key support resource in keeping projects on track, ensuring deadlines are met and deliverables are completed.

    • Sample Initiatives You Might Support in Year One

  • Rollout of standardized advisor pitch materials across all offices
  • Expansion of lead generation partnerships (e.g., COIs, CPA firms, custodial platforms)
  • Improvement of new business pipeline visibility and reporting
  • Development of onboarding playbooks for new growth advisors
  • Launch of internal content and communications hub for advisor enablement
  • Efficiency audit of Salesforce workflows and lead routing logic

    • Desired Skills and Experience

  • Bachelor's degree in business, finance, economics, or a related field (MBA or consulting background a plus)
  • 3–6 years of experience in business operations, strategy, consulting, FP&A, or project management
  • Prior exposure to financial services, professional services, or advisor-led businesses preferred
  • Strong analytical and problem-solving skills; confident building and interpreting financial models
  • Project management excellence; ability to move work forward independently and collaboratively
  • Exceptional written and verbal communication skills; able to distill complex ideas into clear insights
  • Comfort navigating both strategic planning and tactical execution
  • Advanced Excel and PowerPoint; Salesforce, Power BI, SQL, or SharePoint experience a plus
  • Highly proactive, organized, and able to thrive in a fast-paced, unstructured environment
  • Detail-obsessed without losing sight of the big picture
  • Team-first mindset with the ability to earn trust across departments and seniority levels
  • Motivated by results, process improvement, and helping others succeed

    • Working at Composition

  • A dedicated support ecosystem including estate strategy, investment management, client service, and compliance administration.
  • We are an advisor-built firm with incredibly talented people, an authentic culture, and a fast-growing business.
  • Our world-class culture is our top priority, offering perks such as fitness classes, internal and networking events, continuing education support, and much more.
  • We built our firm to put our clients' best interests first and always. Our advisors and professionals are committed to providing thoughtful, independent advice to high-net-worth and ultra-high-net-worth clients, businesses, and institutions.
  • In addition to being part of a fast-paced, entrepreneurial environment, Composition Wealth provides the following benefits :

    • Competitive compensation structure

  • 401(k) Plan
  • Employer health savings account
  • Medical & vision insurance
  • Continuing education support
  • Total compensation range for this role : $100,000 - $140,000

    • Composition Wealth is passionate about our people. We invest a ton of time, energy, and resources in our people, and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

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    Wealth Management Analyst • Seattle, WA, US