Sr. Associate, Finance and Operations

WealthForge is one of the most experienced managing broker-dealers of alternative investment products.  We have cemented ourselves as an industry innovator by reimagining the managing broker-dealer role as a value-added service instead of just a necessary compliance hurdle.  We are a small but mighty team of passionate, hard-working individuals who value close collaboration to ensure our clients’ success.

As an integral member of the Financial Operations Team, you will ensure accurate Firm financials across several entities.  You will work hand in hand with other members of the Operations Team to ensure activities are properly recorded in our financial books and records.  Additionally, you will work closely with the CFO on corporate level finance initiatives including reporting and audits.

Finance responsibilities include:

·      Prepare and disseminate commission statements while acting as the Firm’s main...