Portfolio Operations Associate

Portfolio Operations AssociateIronwood Wealth Management, Chandler, AZAbout the RoleIronwood Wealth Management is seeking a Portfolio Operations Associate to play a critical role in the execution and integrity of our investment operations.This role is responsible for owning transaction execution and control across client portfolios, ensuring accuracy, efficiency, and consistency in all operational workflows. It is a hands-on position best suited for someone who thrives in a high-accountability environment and takes pride in getting the details right.The ideal candidate has prior experience in wealth management operations and strong proficiency in Black Diamond, with the ability to navigate and support workflows within the platform.What You'll DoTransaction Execution & Controls Own end-to-end execution of client transactions, including money movement (ACH, wire, journal, distributions, contributions) and related account activity Determine and implement appropriate funding methods, including use of available cash, raising cash through trades, or margin where applicable Ensure all transactions are executed accurately, timely, and in accordance with firm policies Serve as the final control point for transaction accuracy, including account, amount, payee, timing, and related election changes Maintain clear and complete documentation of all transaction activity and final state Black Diamond System OwnershipUtilize Black Diamond for account management, reporting, and operational workflows Support data integrity, reconciliation, and workflow execution within the platform Assist in optimizing workflows and improving operational efficiency Portfolio & Account OperationsComplete system setup and maintenance of client accounts across custodial and internal platforms Maintain accurate account records and ensure data integrity across systems Process account updates, features, and ongoing maintenance Investment Operations SupportSupport implementation of Investment Policy Statements (IPS) and portfolio changes Assist with Investment Advisory Agreements (IAAs) from an operational and billing alignment perspective Provide support for trading and rebalancing activities as needed Billing, Reporting & ComplianceSupport billing processes, including validation of fee schedules and account coding Assist with operational reporting and internal controls Support audits and regulatory requirements Documentation & Process IntegrityMaintain accurate records of all transactions and activities within internal systems Ensure transaction documentation is properly stored in client Cloud files Contribute to process improvement initiatives and operational best practices What We're Looking ForRequired:2 to 5 plus years of experience in wealth management, RIA operations, or portfolio administration Experience with custodians such as Schwab and Fidelity Strong understanding of account types, money movement, and operational workflows High attention to detail and accuracy Strong organizational and time management skills Preferred:Strong experience with Black Diamond preferred Experience with trading support or portfolio operations Familiarity with CRM systems such as Dynamics or Salentica Experience with billing and account coding Compensation & BenefitsSalary: $70,000 to $85,000, depending on experience and system proficiency Bonus potential up to 12 percent Benefits include:100 percent employee premium coverage for medical 401(k) with employer contributions HSA with employer contribution Dental, vision, and disability coverage Paid parental leave PTO and 11 paid holidays Professional development support About Ironwood Wealth ManagementWe are an SEC-registered independent investment advisor delivering integrated financial planning, investment management, and tax strategy through a disciplined and collaborative wealth management process.Our Mission To guide you through financial complexities, so you can navigate life with calm today and confidence tomorrow.Our Vision To create lifelong relationships built on trust, helping families live secure, confident financial lives.Our ValuesIntegrity Relationships Ownership Never Stop Improving Why This Role MattersThis role is a key part of Ironwood's transition to a function-based operating model, where Portfolio Operations owns execution and control of investment-related activities. This structure improves accuracy, scalability, and overall client experience.ApplyIf you are a detail-oriented operations professional who thrives in a high-accountability environment and enjoys owning execution and process improvement, we would love to hear from you.

Created: 2026-05-09