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Manager of Investment Operations

2 months ago

Sacramento, California, United States Boyd Wealth Management, LLC Full time

POSITION

Position Title: Investment Operations Manager

Status: Exempt, Full-time, Regular, "At-will" Work Status

Salary Range: $90,000 to $105,000

POSITION SUMMARY

In the role of Investment Operations Manager, you will be instrumental in overseeing investment operations, ensuring the precise and efficient handling of account setups, fund transfers, investment activities, and compliance protocols. You will collaborate closely with advisors, the Investment Committee, and various team members to streamline the investment workflow, manage and enhance operational processes, and meticulously maintain client and transaction documentation. The ideal candidate will possess a robust background in investment operations, exceptional attention to detail, and the capability to excel in a dynamic work environment.

ESSENTIAL FUNCTIONS

· Supervise the execution, reporting, and daily oversight of the firm's back-office functions, financial operations, client reporting systems, and client services.

· Facilitate the initiation, monitoring, and funding of new investment accounts.

· Update relevant systems with all client interactions, activities, and pertinent information.

· Assist the Chief Compliance Officer with daily compliance oversight and policy enforcement.

· Handle and/or delegate client inquiries with the utmost precision, delivering a high-touch service experience.

· Support clients with their daily fund transfer requirements.

· Contribute to the management of the firm's technological framework and coordinate with external service providers such as custodians and technology vendors.

· Provide general assistance to advisors in executing client financial and investment strategies.

· Participate in the recruitment process for new team members.

· Other responsibilities and tasks, as assigned periodically.

SUCCESS FACTORS

· Detail-oriented with a strong sense of personal accountability.

· Proven resourcefulness and problem-solving abilities to tackle complex challenges independently.

· Proactive and capable of working independently to identify and resolve operational issues efficiently, while designing effective systems and pursuing productivity enhancements.

· Ability to swiftly adapt to shifting priorities and manage multiple tasks concurrently with minimal oversight.

· Dedicated to supporting team members and clients.

· Strong focus on processes and planning; goal-oriented and task-driven.

· Direct communication style with reliable follow-through on commitments.

· Balances team objectives with firm goals; enjoys collaborating in a team-oriented environment.

· Effective delegation of tasks.

· Positive and approachable demeanor.

WORKING CONDITIONS/PHYSICAL REQUIREMENTS

· Daily desk work and computer usage.

· May require travel to other locations.

EXPERIENCE AND EDUCATION

· Four to seven years of operational experience specific to financial planning and investment operations.

· Bachelor's Degree required: Finance or Business preferred.

· Strong general technology knowledge.

  • Experience with custodian account opening and maintenance platforms.
  • Understanding of essential financial principles related to various account types, applicable regulations, and basic investment concepts.
  • Extensive knowledge of CRM software and its applications.
  • Experience with portfolio accounting software.
  • Familiarity with billing and reporting concepts.
  • Knowledge of financial planning and account aggregation software.
  • Proficiency in Microsoft Office and internet protocols.
  • Exceptional written and verbal communication skills.