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.

• 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...