Analyst, Wealth Management

Overview

A Unique, Ground Floor Opportunity at Composition Wealth – a fun, fast-growing, investment firm with an award-winning culture

Composition Wealth is an independent, nationally-ranked investment advisory firm with offices in Los Angeles, San Francisco, Seattle, New York, Chicago, Maryland, and more. We specialize in providing sophisticated financial planning and investment advice to high-net-worth families, and we love what we do. Our firm has received numerous awards, and we are featured in Forbes, Barron's, AdvisorHub, and other top media outlets. We have also been named a Best Place to Work by Investment News multiple years in a row. As the firm rapidly expands, we have some amazing career opportunities for self-motivated, team-oriented professionals.

Type : Full-time

Reports To : Director of Growth and Advisor Development

About the Role

We are seeking a detailed and execution-oriented Analyst, Wealth Management, to support the Director of Advisor Development in driving initiatives that help our advisors grow and succeed. This role will focus on providing analytical support, coordinating projects, and assisting with the execution of programs that improve advisor effectiveness and firmwide growth efforts. You'll work across marketing, advisory, and operations teams, supporting cross-functional projects, preparing reports, and ensuring smooth day-to-day execution of advisor development initiatives. This role is ideal for a high-performing generalist with a bias toward action, a strong analytical mindset, and demonstrated project execution skills who is interested in wealth management, business operations, and advisor growth.

Responsibilities

• Financial & Operational Analysis & Reporting
• Act as the primary analyst for the Wealth Strategy function—owning the modeling, tracking, and reporting of performance across initiatives such as tracking and reporting of advisor performance, pipeline activity, and business development initiatives.
• Build dynamic financial and operational models to evaluate business opportunities, advisor performance, wallet share trends, and new market expansion.
• Assist in building and maintaining reports and dashboards (e.g., Salesforce, Black Diamond, Power BI) to provide visibility into advisor growth metrics.
• Conduct system-level reviews of key platforms (Salesforce, Black Diamond, eMoney) to identify process inefficiencies and opportunities for automation.
• Assist with the coordination and execution of advisor programs, including onboarding, training, and growth initiatives.
• Help organize recurring team meetings, advisor huddles, and development sessions; prepare agendas, materials, and follow-up notes.
• Support the standardization of go-to-market strategy and advisor presentation materials across the firm.
• Program and content organization for consistent communications for and with advisors across the firm.
• Play a key role in the organization of onboarding and integration of new advisors.

Cross-Functional Collaboration

Sample Initiatives You Might Support in Year One

Desired Skills and Experience

Working at Composition

Competitive compensation structure

Composition Wealth is passionate about our people. We invest a ton of time, energy, and resources in our people, and they are genuinely excited to come to work on Monday morning. Composition Wealth does not provide immigration-related sponsorship (e.g., H-1B, TN, STEM OPT, etc.) for this role.

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