Wealth Management Operations Associate
About Us
Founded in 2014, we offer the industry’s first and only cloud-based, fully-customizable, end-to-end software solution to automate securities-based lending from origination through the life of the loan. By combining thought leadership in suitability and risk management with industry-leading education and the latest technology, Supernova enables advisors to deliver holistic, goals-based advice and to help their clients achieve financial wellness. We partner with the industry’s largest banks, most prominent insurance companies and leading online brokerages to democratize access to securities-based lending and better the entire financial ecosystem.
Why Join Supernova?
At Supernova Technology, we believe that the best results come from a team that is passionate, driven, and supported in all aspects of their professional lives. Here, you’ll work alongside talented and innovative individuals who are committed to driving the future of securities-based lending technology. We foster a culture of collaboration, continuous learning, and growth, where each person’s contributions make a real impact.
JOB DESCRIPTION
We are seeking a dynamic Wealth Management Operations Associate to support and grow our Securities-Based Lending (SBL) and tailored lending solutions, including alternative fund financing and structured credit transactions. You’ll work directly with financial advisors, independent broker-dealers, and large financial enterprises, ensuring a seamless client experience from loan application through ongoing servicing—while helping shape product enhancements on our technology-driven platform.
- Serve as the primary contact for advisors and clients on SBL, alternative fund, and structured lending solutions.
- Guide applicants through onboarding and loan processing—ensuring accuracy, compliance, and timely execution.
- Manage ongoing servicing, including payments, loan draws, and account maintenance.
- Apply expertise in credit policy, collateralized lending, and fund-level borrowing to client inquiries.
- Collaborate with credit, underwriting, and product teams to support complex, tailored financing structures.
- Drive operational improvements by identifying process gaps and suggesting product enhancements.
- Bachelor’s degree in Business, Finance, Economics, or related field (or equivalent experience).
- 2+ years in banking, wealth management, alternative fund financing, or structured credit.
- Strong knowledge of investment products, collateralized lending, and capital markets.
- Proven ability to work with financial advisors, high-net-worth clients, and institutional investors.
- Proficiency in Microsoft Excel and operational systems.
- Exceptional organization, communication, and problem-solving skills.
Our Employee Benefits
At Supernova Technology, we provide a robust benefits package to support the health and well-being of our employees. Our offerings include:
Medical, Dental, and Vision Insurance: Multiple plans with coverage for employees and dependents.
HSA and FSA Accounts: Tax-advantaged accounts for health and dependent care expenses.
Life and Disability Insurance: Employer-paid basic coverage with options for additional voluntary coverage.
Compensation: $60,000 - $80,000 per year
Retirement Savings: 401(k) plan with employer contributions.
Employee Assistance Program (EAP): Confidential support services, including free therapy sessions.
Paid Time Off: Flexible PTO policies.
Additional Perks: Commuter benefits, pet insurance, continuing education assistance, and more.
Note: Actual salary at the time of hire may vary and may be above or below the range based on various factors, including but not limited to, the candidate's relevant qualifications, skills and experience, and the location where this position may be filled.
Our Core Values
Our core values drive everything we do. At Supernova, we...
Form, execute, and communicate new ideas that add value to our employees and customers
Strive through obstacles and failures
Follow-through on promises or commitments to others, accept responsibility, and answer for actions & decisions
Listen to, understand, and support our employees and customers
Act with speed, positive attitude, and flexibility
Exceed expectations and surpass ourselves every day; we embrace a sense of pride and never stop growing
Join us and make an impact while growing your career at Supernova.
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Headquartered in Ontario, Canada, Supernova technology is a staffing company that helps clients find qualified candidates and fill open positions quickly, so recruiting isn&s;t a hassle.
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