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Accenture Wealth Management Securities Analyst in Cincinnati, Ohio

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 743,000 people serving clients in more than 120 countries.

Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability.

We are uniquely able to deliver tangible outcomes because of our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song. These capabilities, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities. Visit us at

This position supports the Securities Operations unit for the Wealth Management business. This includes supporting manager in managing teams, especially in times when manager is absent, overseeing specific vendors or vendor processing, participating in projects as assigned, and performing specifically assigned operations processes. This position may also interact with different areas of Wealth Management to discuss operational processes, gaps, or assist in client meetings as requested.

Key Responsibilities:

  • Assist in the creation of procedures and work flows as required. Procedures will ensure delivery of the highest quality of operational excellence while meeting compliance rules and mitigating risk

  • Manage selected vendor processes that have been outsourced that perform securities related work including compliance with Service Level Agreements SLAs and Key Performance Indicators KPIs

  • Work with relationship managers, investment teammates, and others to develop solutions for clients or resolve operational inefficiencies when requested.

  • Participates in projects, conversions and system testing as requested

  • Act as Subject Matter Expert SME for Securities Operations for processes assigned Asset Set Up and Asset Recon are a plus

  • Respond to or review answers for Requests for Proposals RFPs as requested.

  • Meet with external investment managers and others as requested to discuss processes, process errors, new asset types, etc.

  • Stay current on trends, new asset types, business, etc. in order to properly maintain up to date processes especially in area of responsibility

  • Interface with internal compliance and risk management partners on matters related to the department

Basic Qualifications:

  • Minimum of 3 years of Private Wealth Management experience

Preferred Qualifications:

  • Bachelor s degree in business related field

  • High level of knowledge of securities operations

  • Certification as a Certified Trust Operations Specialist or equivalent

  • Some project management skills

  • Knowledge of some facets of Private Wealth Management including account administration, investments, risk, or regulatory framework

  • Strong verbal and written communication skills to interact with members of Securities Operations and other units within Wealth

  • Ability to Travel- up to 25%

  • Strong problem-solving ability

Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired in California, Colorado, District of Columbia, Maryland, New York or Washington as set forth below.

The application window for this job will remain open until at least 07/16/2024. However, if this date has passed, please note we are still accepting applications.

Information on benefits is here. (

Role Location Annual Salary Range

California $63,200 to $154,800

Colorado $63,200 to $133,700

District of Columbia $67,300 to $142,400

New York $58,500 to $154,800

Maryland $58,500 to $123,800

Washington $67,300 to $142,400

What We Believe

We have an unwavering commitment to diversity with the aim that every one of our people has a full sense of belonging within our organization. As a business imperative, every person at Accenture has the responsibility to create and sustain an inclusive environment.

Inclusion and diversity are fundamental to our culture and core values. Our rich diversity makes us more innovative and more creative, which helps us better serve our clients and our communities. Read more here (

Equal Employment Opportunity Statement

Accenture is an Equal Opportunity Employer. We believe that no one should be discriminated against because of their differences, such as age, disability, ethnicity, gender, gender identity and expression, religion or sexual orientation.

All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law.

Accenture is committed to providing veteran employment opportunities to our service men and women.

For details, view a copy of the Accenture Equal Employment Opportunity and Affirmative Action Policy Statement ( .

Requesting An Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs for a disability or religious observance, please call us toll free at 1 (877) 889-9009, send us an email ( or speak with your recruiter.

Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process.

The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.