Since 1986, Insperity’s mission has been to help businesses succeed so communities prosper. Offering a suite of the most comprehensive, scalable HR solutions available in the marketplace, Insperity is defined by an unrivaled breadth and depth of services and level of care. Through an optimal blend of premium HR service and technology, Insperity delivers the administrative relief, reduced liabilities and better benefit solutions that businesses need to drive performance and growth. With 2024 revenues of $6.6 billion and more than 90 sales offices throughout the U.S., Insperity is currently making a difference in thousands of businesses and communities nationwide.

Are you ready to be at the center of a fast-moving platform where data, precision, and collaboration power every decision? Our client is redefining how it delivers sophisticated operational excellence across an industry-leading wealth platform. As the Product Operations Analyst, you will serve as a go-to operational expert and platform power user, partnering across teams to keep systems aligned, data clean, and workflows scalable, while supporting our client’s forward-thinking organization built for scale and long-term growth.

Your responsibilities as the Product Operations Analyst will include:

Serve as an Addepar subject-matter expert, managing platform configuration, data integrity, custodial feeds, reporting, and reconciliations.

Oversee alternative investment operations, including commitments, capital activity, valuations, documentation, and data accuracy.

Support trading and billing workflows by validating data, monitoring readiness, and ensuring accurate platform configuration.

Maintain data quality across systems by aligning CRM and platform data, performing regular data hygiene checks, and managing structures and metadata.

Enhance operational scalability by identifying process improvements, automation opportunities, and contributing to advanced data and AI initiatives.

About Our Client:

Our client is an independent, high-growth wealth advisory firm known for its entrepreneurial mindset and personalized approach to helping ultra-high-net-worth families, executives, and entrepreneurs achieve clarity and confidence in their financial lives. With a commitment to deep relationships, integrity, and innovative solutions, our client combines a boutique service ethos with best-in-class technology and operational infrastructure to deliver exceptional outcomes for a select group of sophisticated clients.

Required Qualifications:

Bachelor’s degree or equivalent experience

2–5+ years of experience in product, investment, or platform/data operations.

Advanced analytical skills, exceptional attention to detail, and high proficiency in Excel and data validation workflows.

Preferred Qualifications:

Addepar experience.

Finance background.

Familiarity with CRM systems (Salesforce preferred) and exposure to SQL, Python, BI tools, billing, performance reporting, or workflow automation is strongly preferred.