Job Description
Deliver exceptional client service as a Senior Investment Associate. Manage operations, mentor staff, and ensure effective product coordination in a dynamic environment.
This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.
Key Responsibilities:
• Lead the preparation of client proposals and reports
• Oversee lifecycle management from onboarding to compliance
• Ensure transactions are executed accurately and timely
• Maintain organized client records within Salesforce
• Coordinate with internal teams for smooth execution
Requirements:
• 5–7+ years of experience in investment operations
• Proven leadership skills with team management experience
• Bachelor’s degree or equivalent
• CIRO R...
This hands-on role emphasizes leadership, client support, and operational oversight. You will collaborate with both Advisors and external partners, leading a team of Associates to ensure timely execution of services and solutions. Your detail-oriented approach will drive a culture of excellence and continuous improvement.
Key Responsibilities:
• Lead the preparation of client proposals and reports
• Oversee lifecycle management from onboarding to compliance
• Ensure transactions are executed accurately and timely
• Maintain organized client records within Salesforce
• Coordinate with internal teams for smooth execution
Requirements:
• 5–7+ years of experience in investment operations
• Proven leadership skills with team management experience
• Bachelor’s degree or equivalent
• CIRO R...