Wealth Management Operations (Max $30/hr W2)

Lenmar Consulting Inc. • Baltimore, MD

11d • $30

About The Position

This temporary/contingent role is within the Wealth Management Operations Risk & Control Division. The team works to mitigate risk for the firm, assist with remediation of identified issues, maintain ongoing governance for internal stakeholders, and provide comprehensive reporting for Wealth Management Operations Management.

The role provides governance and oversight to support Wealth Management Operations Product Operations and Services (POS) silo adherence to firm policies and risk reporting. Reporting to a Wealth Management Operations Director, the hire performs varied tasks to help maintain and improve the POS department’s risk landscape. Specific assignments vary according to size and complexity.

Requirements

• At least 3 years of experience in financial services, risk management, operations, audit, compliance, or a related field.
• Strong analytical and problem-solving skills, including the ability to identify root causes and recommend practical solutions.
• Experience analyzing data and preparing management reports using Excel, Power BI, Tableau, Alteryx, or similar reporting platforms.
• Excellent written and verbal communication skills, including the ability to communicate with management and stakeholders at multiple levels.
• Strong organizational skills and the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Demonstrated ability to build relationships and collaborate across business and support functions.
• Bachelor’s degree or equivalent work experience.

Nice To Haves

• Knowledge of operational risk management, audit practices, control frameworks, and governance processes.
• Experience supporting audit coordination, issue management, remediation tracking, and risk reporting.

Responsibilities

• Provide ongoing governance and oversight to support POS silo adherence to firm policies.
• Support risk reporting.
• Help maintain and improve the risk landscape for the POS department.
• Assist with remediation of identified issues and ongoing governance for internal stakeholders.

What This Job Offers