Our Client is a prominent Wealth Manager (RIA) with offices throughout the U.S. Their clients include high net worth individuals, families, institutions, trusts and foundations. They oversee over 12B in AUM.
The firm is looking for an Operations Associate to join their centralized Ops team in the Delaware office (Outside of Wilmington). The role offers tremendous long-term career development and continued growth opportunities as they continue to expand.
The Operations Associate will act as a generalist and part of the operations team supporting the firm’s advisor teams and Ultra High Net Worth client base in multiple locations across the US. You’ll partner with the Client Servicing and Wealth Advisor teams to ensure client reporting is current and accurate. This individual will also be trained on Addepar, the firm’s investment management software, and become a product specialist.
This is an ideal position for someone with 1-3 years’ experience looking for an opportunity to learn, be exposed to the back-office operations of a prominent firm with continued opportunities for advancement. The Operations Associate will be instrumental in ongoing projects and day to day inner workings of the Operations team for a growing RIA.
Operations Associate Responsibilities Include:
Operations Associate Requirements:
The Operations role requires a candidate with who is highly detail and data-oriented with solid critical thinking, organizational and analytical skills. Ideally, this person has a vested interest in technology, investment management and in providing operations solutions to a fast-paced team.
How to Apply:
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp Client Servicing Associates and ideally candidates that are not looking – who’s name comes to mind?