Fifth Third Wealth Advisors Operations Analyst

Fifth Third Bank • Charlotte, NC

2d • Onsite

About The Position

The RIA Operations Analyst provides high-quality operational support focused on efficiency, data integrity, investment accounting, and senior-level operations functions. This role partners across Operations, Compliance, and other functional teams to support regulatory reporting, examinations, and business initiatives that drive strong client outcomes and operational excellence across the firm.

Requirements

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

Nice To Haves

• Ability to work effectively across Operations, Compliance, and other internal teams to achieve shared objectives.
• Strong focus on accuracy, consistency, and data integrity across operational and reporting activities.
• Comfort operating in a dynamic, evolving regulatory and operational environment with shifting priorities.
• Ability to communicate clearly and professionally while building strong working relationships with peers, leaders, and partners.
• Proactive approach to identifying process improvements that enhance efficiency, controls, and risk mitigation.

Responsibilities

• 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.

Benefits

• comprehensive benefits
• differentiated compensation offerings
• opportunity to be their best every day
• extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees