Job Description

Join Intellectus — Operations & Compliance Associate


San Francisco | AI-Driven Advisory Platform

Intellectus is building a new kind of advisory firm—where wealth management, technology, and execution excellence converge. We’re looking for a high-ownership Operations & Compliance Associate to play a core role in running the firm day-to-day.

Become part of the operational backbone of the business.


What You’ll DoOperations
  • Lead new account onboarding and account opening
  • Trade support & Execution
  • Process product paperwork (Alts, SMAs, Options, SLAs, etc.)
  • Execute wires, transfers, and journals
  • Maintain records across new accounts, money movement, and NNA
  • Support trade settlement, booking, and allocatio...

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