--- title: Compliance & Operations Associate at TalentBridge description: TalentBridge is hiring for the Compliance & Operations Associate role in Pittsford, NY. See the full description and apply. type: job url: https://www.foundrole.com/jobs/compliance-and-operations-associate-at-talentbridge-01a1a944-51f5-77fb-859b-037342ddc3ed date: 2026-11-15T01:26:44Z og_description: Join TalentBridge as Compliance & Operations Associate in Pittsford, NY. Pays $60K–$100K per year. Requires 1+ year of experience. og_image: https://www.foundrole.com/og/npod27.png breadcrumbs: - label: Home url: https://www.foundrole.com/ - label: Search url: https://www.foundrole.com/jobs --- | | | |---|---| | **Company** | TalentBridge | | **Location** | Pittsford, NY | | **Salary** | $60K/yr - $100K/yr | | **Posted** | Nov 04, 2026 | ## Is this job real? **Ghost job check:** A · Low risk. Probably a real opening. ## Visa sponsorship - **H-1B:** TalentBridge sponsors H-1B visas. - **E-Verify:** No E-Verify enrollment on record for TalentBridge. ## Pay for similar jobs Most similar jobs pay $68,000 – $100,000 a year (median $82,000). ## Description **Looking to launch your career in wealth management with an opportunity to grow alongside a rapidly expanding firm?** TalentBridge is partnering with an exciting wealth management firm in the Pittsford, NY area to hire a **Compliance & Operations Associate**! This is a unique opportunity for a motivated, detail-oriented professional to gain hands-on exposure to multiple areas of the business while working directly with senior leadership. Our client is an SEC-registered Registered Investment Advisor (RIA) supporting approximately **45 financial advisors and $3.5 billion in assets under administration**. As the organization continues to grow, they're looking for someone eager to learn, take initiative, and play a meaningful role in building and strengthening operations. **Why This Opportunity Stands Out** - **Exceptional Growth Potential:** Join a growing organization where you can expand your responsibilities and accelerate your career. - **Leadership Exposure:** Work directly with senior leadership and gain valuable insight into the wealth management industry. - **Broad Industry Experience:** Develop skills across compliance, operations, advisor support, and client services. - **Make an Impact:** Help build processes, improve efficiencies, and contribute to the firm's long-term success. - **Long-Term Opportunity:** Potential for future equity participation as the organization grows. **What You'll Be Doing** - Support day-to-day compliance activities and regulatory requirements within an SEC-registered RIA. - Assist with client onboarding, account openings, transfers, and documentation. - Partner with financial advisors to provide operational and administrative support. - Coordinate with custodians and other financial services partners to ensure smooth account operations. - Maintain accurate records and assist with internal compliance procedures. - Identify opportunities to streamline workflows and improve operational efficiencies. - Support special projects and initiatives as the firm continues to expand. **What We're Looking For** - Bachelor's degree required, ideally in Finance, Business, Economics, or a related field. - 1–3 years of relevant professional wealth management or financial services experience required, relevant internships are welcome! - Strong organizational skills, attention to detail, and ability to manage multiple priorities. - Excellent communication skills and a proactive, problem-solving mindset. - Genuine interest in financial services, investment management, compliance, or wealth management. - Someone who is eager to larn, takes ownership of their work, and thrives in a growing, entrepreneurial environment. - Experience supporting client onboarding, account openings, account transfers, or financial transactions preferred. - Familiarity with financial services regulations, compliance procedures, or documentation requirements is a plus. - Experience working with financial advisors, investment firms, brokerage firms, or financial institutions preferred. - Strong proficiency in Microsoft Office, particularly Excel, with the ability to maintain accurate records and manage data. - Experience with CRM systems, financial platforms, or custodial systems such as Schwab, Fidelity, or Pershing is a plus. - Strong analytical, organizational, and problem-solving skills with exceptional attention to detail. **Compensation & Benefits** - **Salary:** $60,000–$100,000, depending on experience - **Employment Type:** Direct Hire / Permanent - **Location:** Pittsford, NY (Rochester area) - Competitive benefits package - Opportunity for long-term career advancement and potential future equity participation **Ready to Build Something Great?** If you're looking for more than just your next job and want an opportunity to build a meaningful career in financial services, we'd love to connect! *“ TalentBridge employees are eligible for many benefit offerings such as medical, dental, vision, life insurance, short term disability, 401(k) and holiday pay!”* ## Skills - Onboarding - Administrative Support - Microsoft Excel - Investment Management - Problem Solving - Customer Onboarding - Brokerage - Customer Relationship Management - Administrative Skills - Wealth Management - Registered Investment Advisor - Financial Services - Microsoft Office - Client Service - Attention to Detail - Organizational Skills - Financial Transactions - Communication - Custodial Services - Regulatory Compliance ## Benefits - Health Insurance - Dental Insurance - Vision Insurance - Disability Insurance - Life Insurance - 401(k) Plans ## Related - [Legal & Compliance jobs](https://www.foundrole.com/careers/legal-and-compliance?utm_source=ai_markdown)- [Compliance & Regulatory jobs](https://www.foundrole.com/careers/legal-and-compliance/compliance-and-regulatory?utm_source=ai_markdown)- [Compliance Officer / Analyst jobs](https://www.foundrole.com/careers/legal-and-compliance/compliance-and-regulatory/compliance-officer-analyst?utm_source=ai_markdown)- [Browse all companies](https://www.foundrole.com/companies?utm_source=ai_markdown) ## Related pages - [New York](https://www.foundrole.com/locations/us/new-york?utm_source=ai_markdown) — 150106 jobs - [Staffing Agencies](https://www.foundrole.com/sectors/staffing-and-recruiting/staffing-agencies?utm_source=ai_markdown) — 143871 jobs ## Browse - [Companies](https://www.foundrole.com/companies?utm_source=ai_markdown) - [Jobs by country](https://www.foundrole.com/locations?utm_source=ai_markdown) - [Jobs in the United States by state and city](https://www.foundrole.com/locations/us?utm_source=ai_markdown) - [H1B sponsors by location](https://www.foundrole.com/h1b-sponsors?utm_source=ai_markdown) - [H1B salaries](https://www.foundrole.com/h1b-salaries?utm_source=ai_markdown) - [Sectors and industries](https://www.foundrole.com/sectors?utm_source=ai_markdown) - [Jobs by career field](https://www.foundrole.com/careers?utm_source=ai_markdown) - [Latest jobs](https://www.foundrole.com/jobs/latest?utm_source=ai_markdown)