Investment Operations Manager
We are looking for a versatile team member who is willing and able to wear multiple hats related to investment operations, financial planning, and client service support. We are a 2.7 billon + RIA based in Summit, NJ with an office in Walnut Creek, CA and expanding. We are an aggregator firm that offers full operational support to advisors and their teams. We are seeking a candidate with experience in the RIA space including working with the leading custodians and fin tech platforms. This candidate will need to be a strong multitasker with strong operations knowledge and an ability to pivot between projects with competing deadlines. The role spans both the strategic and tactical aspects of operations including but not limited to helping us refine and scale out current operations and tech infrastructure and helping us deliver service to advisors and their clients including billing and reporting. Our team culture is flexible and fun and though we are an established business we feel and operate like a start-up. Huge growth potential and opportunity to be part of something different and impactful. This position is not overtime eligible.
What we want our Investment Operations Manager to achieve the following in their first year:
We are looking for our Investment Operations Manager to:
We want someone with the following experience:
What you can expect:
Job Type: Full-time
Pay: $90,000.00 – $115,000.00 per year
Our offices are cleaned regularly, common surfaces sanitized regularly, and masks are required for those not vaccinated.
Work Location: One location
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