Investment Operations Lead

1 day ago

KY United States, KY Valmark Financial Group Full-time

Valmark Financial Group in Kentucky is seeking an Investment Operations Manager to lead the Processing Team responsible for new account opening and ongoing service requests, ensuring timely and accurate processing.

You will oversee end-to-end processing, manage NIGO/exceptions, monitor workflows and service metrics, and drive process improvements through cross-functional collaboration with Compliance, Controls, custodians, and related teams.

#J-18808-Ljbffr