Operations Analyst, Wealth Management

Work with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has 40 U.S. office locations, as well as international office locations and more than 3,200 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio. Job Summary Aprio is seeking an Operations Analyst to join the Wealth Management Operations team, where you will own the day-to-day execution of the client account lifecycle and the advisory fee billing cycle. Your work will serve as the revenue-bearing foundation of the client relationship — ensuring accounts are established accurately, billing cycles run on time, and every exception is researched and resolved with a clear, documented recommendation. You will function as the frontline operational owner for these processes, partnering with wealth management advisors and client service teams to deliver accurate, timely results every billing period. This role is well-suited for an operations professional with RIA or wealth management experience who takes pride in precision, process ownership, and building repeatable, audit-ready work.