Associate Director, Investments Operations Lead

4 weeks ago


Hudson, United States REN Full time

A financial services firm in Ohio is seeking an Associate Director for Investments. This role involves liaising with advisors and managing investment activities while ensuring compliance with regulations. Candidates should have a Bachelors degree and at least 3 years of experience in financial services. Strong communication and analytical skills are essential, alongside a client-focused approach. The position offers an opportunity to lead projects and improve operational efficiencies. #J-18808-Ljbffr



  • Hudson, United States REN Full time

    A financial services firm in Ohio is seeking an Associate Director for Investments. This role involves liaising with advisors and managing investment activities while ensuring compliance with regulations. Candidates should have a Bachelors degree and at least 3 years of experience in financial services. Strong communication and analytical skills are...


  • Hudson, United States Ren Full time

    A financial services firm in Ohio is seeking an Associate Director for Investments. This role involves liaising with advisors and managing investment activities while ensuring compliance with regulations. Candidates should have a Bachelor’s degree and at least 3 years of experience in financial services. Strong communication and analytical skills are...


  • Hudson, United States REN Full time

    Associate Director, Investments Reports to: Director, Investments Classification: Exempt POSITION SUMMARY The Associate Director, Investments serves as a key liaison between advisors, operations, and investment partners to ensure accurate and timely execution of investment-related activities. This position processes new account setups and transfers and...


  • Hudson, United States REN Full time

    Associate Director, Investments Reports to: Director, Investments Classification: Exempt POSITION SUMMARY The Associate Director, Investments serves as a key liaison between advisors, operations, and investment partners to ensure accurate and timely execution of investment-related activities. This position processes new account setups and transfers and...


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