Program Operations Associate

Program Operations Associate

Are you looking for a career where you can grow, learn, and make a meaningful impact? At Prosperity Advisors, we're looking for a Program Operations Associate to help drive firm-wide initiatives that enhance our efficiency, scalability, and growth. This role offers hands-on experience across project management, technology, and analytics in a dynamic, supportive environment. If you're organized, adaptable, and eager to build a broad skill set while contributing to meaningful projects, this is your opportunity to join a team that values your development and success.

Best-in-Class Benefits and Culture:

We value our employees' time and efforts. Our commitment to your success in our ensemble practice is enhanced by providing a competitive salary of $60,000 to $67,000 annually, and an extensive benefits package, including:

• Group Health Insurance
• Long-Term and Short-Term Disability Insurance
• 401K with Employer Matching
• Dental/Vision Insurance
• Tuition Reimbursement
• Parental Leave
• PTO that includes PTO for Volunteer Work
• Dependent Care for Flexible Spending Account
• Flextime Policy

At Prosperity Advisors, you'll have the chance to make a measurable difference in thousands of householdsand help shape financial well-being for generations. We value our team members and their families and believe in supporting healthy, balanced, and financially confident lives.

To succeed, you should have:

• Bachelor's degree in Business, Information Systems, Finance, Operations, or a related field (or equivalent experience)
• 25 years of experience in project coordination, operations, IT support, or a related role
• Proficiency with Microsoft 365 (Excel, Word, PowerPoint, Outlook) and familiarity with collaboration tools such as SharePoint or Teams
• Excellent written and verbal communication skills, with the ability to analyze and present data effectively
• Strong attention to detail, adaptability, and ability to manage multiple priorities in a fast-paced, regulated environment

Preferred:

• Experience in the financial services industry
• Familiarity with CRM, portfolio management, or financial systems
• Experience with project management tools (e.g., Smartsheet, Planner, or similar)
• Basic understanding of data analysis concepts, reporting, or dashboards (Excel, Power BI, etc.)

Your responsibilities as a Program Operations Associate will include:

• Assist leaders with planning, tracking, and coordinating projects, timelines, and deliverables across stakeholders.
• Maintain project records, status updates, dashboards, and reports to support decision-making.
• Act as liaison for tech requests, support troubleshooting, system implementations, and user adoption.
• Collect, validate, and analyze data, identify trends or gaps, and support data quality initiatives.
• Help develop templates, standards, and internal communications, and contribute to firm-wide initiatives.

About Us:

Founded in 1989, Prosperity Advisors is a full-service financial planning team committed to helping clients pursue their life goals with confidence. Serving over 5,000 client households, we guide individuals and families at every stage of lifefrom first-time investors to seasoned wealth builders. Our approach combines personalized financial strategies with deep expertise, ensuring each client feels supported, informed, and empowered on their journey to economic well-being.

The Prosperity Network of Advisors extends this commitment to over 160 financial professionals nationwide. As an OSJ branch, we provide comprehensive support, compliance oversight, and business resources that empower our members to thrive. From training and education to succession planning, growth opportunities, and networking, our organization fosters collaboration and innovation, creating a vibrant community where knowledge and experience flow freely. With 300+ associated members, the network is a hub for mentorship, professional development, and long-term success.

Ready to take the next step in your career journey? If you are prepared to embark on an exciting journey in the finance industry, join us in delivering unparalleled service and shaping the future of financial solutions!

We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.