Operations Data Associate (Orion Platform)

Operations Data Associate

About Us:

HUB International is a global insurance and employee benefits broker offering a broad range of risk management, life and health, investment, and wealth management solutions. Our Retirement & Private Wealth division serves clients across the full wealth spectrum, with assets managed across multiple registered investment advisors.

About HUB Retirement & Private Wealth (RPW):

We operate at the intersection of financial advisory and technology — and we take both seriously. Our platform team is responsible for the data integrity, operational infrastructure, and technology governance that make client-facing work possible. We hold ourselves to a high standard on that, and we want teammates who do the same.

We are the perfect fit if you:

• Enjoy team collaboration and thrive in a culture that recognizes success
• Want to learn, grow, and take on increasing responsibility
• Have an entrepreneurial spirit and are energized by building something new
• Have a desire to help others protect their financial future

Job Purpose:

Data in a registered investment advisor (RIA) is not background infrastructure. It is what makes the advisor experience work, the client experience accurate, and the operational departments functional. When it’s right, everything downstream runs. When it isn’t, the impact is visible — in reporting, in billing, in compliance, and in the experience of the people we serve.

This role sits at the intersection of data integrity, platform operations, and the day-to-day work of our advisory and client service teams. You will maintain the integrity of account, registration, and client data within our Orion Advisor platform, support the operational workflows that other departments depend on, and participate in larger data remediation and governance efforts as the platform evolves. It is defined by accuracy, judgment, and a genuine understanding of why the work matters.

Key Responsibilities:

• Data Accuracy & Platform Integrity: Serve as a steward of data quality across the Orion platform, ensuring the accuracy and reliability of the data that drives reporting, billing, and client-facing functions.
• Quality Assurance & Control: Proactively review data quality across active portfolios, identifying gaps, inconsistencies, and recurring error patterns. Escalate systemic issues to leadership with sufficient context to drive upstream resolution.
• Reconciliation & Audit: Conduct daily data audits between Orion and custodial sources, maintaining target completion times while ensuring thoroughness. Prioritize issues by impact and apply sound judgment in determining appropriate resolution paths.
• Pattern Analysis: Analyze discrepancies to determine whether they are isolated incidents or indicators of broader data integrity issues. Apply standard resolutions where appropriate and document exceptions for process improvement review.
• Portfolio & Account Maintenance: Maintain the accuracy and currency of account, registration, household, and client data within the Portfolio Audit and New Account queues, ensuring the platform reflects a reliable view of client data at all times.
• Cross-Departmental Support: Support the operational workflows of advisory, client service, and compliance teams by ensuring the data they depend on is current, accurate, and structured correctly.
• Issue Triage & Escalation: Distinguish between critical errors requiring immediate resolution and minor discrepancies that can be batched or deferred. Escalate issues that fall outside standard resolution logic with clear documentation and sufficient context for the right person to act quickly.
• Process Ownership: Own the accuracy of established workflows end-to-end, adhering to documented SOPs while contributing to their refinement. Build institutional knowledge that outlasts any individual workflow.

Qualifications:

Background and judgment matter more than tenure. We are looking for someone whose experience in the RIA or investment management space has given them a genuine understanding of how advisory businesses work — how advisors, clients, custodians, and operations teams relate to each other, and where data sits in the middle of all of it.

• Experience in RIA or investment management operations — client service, back-office ops, data administration, or a similar role where you developed real fluency in how the advisory business functions. You understand what an account, a household, a registration, and a custodial relationship represent — not just as data fields, but as things that matter to real people
• 2–4 years of experience in financial services operations, data administration, or a related role
• Prior experience with portfolio accounting or custodial data platforms (Orion, Tamarac, Envestnet, or similar); platform-specific training will be provided
• Intermediate to advanced Excel proficiency (XLOOKUP, SUMIF, pivot tables, Text-to-Columns) with the ability to manipulate and clean large data exports efficiently and accurately
• Familiarity with custodial data feeds and reconciliation processes
• Comfort working with large, complex datasets over sustained periods without losing accuracy or context
• Attention to detail that holds under volume and time pressure, paired with the judgment to know when something that looks routine is actually not
• Clear written communication, particularly for escalation, documentation, and cross-departmental coordination
• Bachelor’s degree in Finance, Accounting, Business Administration, or a related field, or equivalent professional experience

Why This Role:

This role sits at the center of how RPW’s operational and advisory teams function. The person in it will develop a comprehensive view of how the business works — across data, platform, compliance, and client experience — and will have real influence over the integrity of that foundation.

We are actively building platform infrastructure and operational governance across a growing multi-RIA business. There is meaningful work to do and real opportunity to shape how it gets done.

Featured Benefits:

• Compensation: $75,000-$85,000
• Yearly discretionary bonus of 10%
• Medical insurance, Vision insurance, Dental insurance, 401(k) plus match, Company Paid STD, Life Insurance, & parental leave
• Monday–Friday (8am–5pm)
• 2 weeks of vacation, sick leave, personal days, and floating holidays
• Hybrid schedule

Travel:

No travel required.

Department: Retirement and Private Wealth Operations

Required Experience: 2–4 years of relevant experience

Required Travel: No Travel Required

Required Education: Bachelor’s degree in Finance, Accounting, Business Administration, or a related field

Department Account Management & Service

Required Experience: 2-5 years of relevant experience

Required Travel: No Travel Required

Required Education: Associate degree (2-year degree)

HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.

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