Investment Operations Specialist

1 week ago


Reston, Virginia, United States Point Wealth Management Full time
About Point Wealth Management

At Point Wealth Management, a team within Northwestern Mutual, our purpose is to empower clients to make informed decisions that align with their values. Our team is dedicated to delivering exceptional wealth management services while fostering a dynamic and rewarding environment for our employees.

Role Overview

We're seeking a detail-oriented Investment Operations Associate to support our advisors and ensure seamless operations for our clients' accounts. This role offers opportunities for growth, skill development, and career advancement within our supportive team environment.

Key Responsibilities
  • Process new accounts and client requests, ensuring all documentation is complete and approved.
  • Facilitate various money movements, including ACATs, Wires, ACHs, Journals, and Check Requests.
  • Review daily activity and reconcile client accounts to ensure accuracy.
  • Execute trades and rebalance portfolios via Envestnet and NetX360 platforms.
  • Assist in client meetings as needed, providing support and expertise.
  • Respond to client inquiries regarding accounts, policies, and procedures.
  • Manage the client experience, providing proactive communication throughout the onboarding process.
  • Participate in special projects related to investment research and tax mitigation strategies.
  • Contribute to the team's thought leadership through research and content creation.
  • Participate in client education initiatives and seminars.
  • Collaborate with other departments to enhance cross-functional efficiencies.
Qualifications & Skills
  • Bachelor's degree in Finance or related field
  • 1+ years of investment operations and analysis experience
  • FINRA Series 7 and 63 or 66 (preferred, not required)
  • Proficiency in Microsoft Office Suite
  • Strong analytical and problem-solving skills
  • Detail-oriented with a focus on client service
  • Excellent verbal and written communication skills
  • Ability to work independently and prioritize tasks in a fast-paced environment
What We Offer
  • Full-time, in-office position (9:00 am – 5:00 pm, Monday-Friday)
  • Competitive salary
  • Performance-based bonus (eligible after 3 months)
  • 401(k) with company match
  • Comprehensive health, dental, and vision insurance
  • Group long-term disability insurance
  • Paid time off
  • Professional development opportunities and significant potential for growth
  • Support for obtaining additional certifications (e.g., Series 7, CFA, CFP)
  • Collaborative team environment with regular team-building activities
  • Chance to build relationships with high-net-worth clients
  • Exposure to advanced areas such as alternative investments
  • Work-life balance and a culture that values your ideas and contributions


  • Reston, Virginia, United States Brennan Investment Group Full time

    About Brennan Investment GroupBrennan Investment Group is a privately held industrial real estate investment firm that acquires, develops, and operates industrial properties in select major metropolitan markets throughout the United States.Job SummaryThe Investment Analyst will play a critical role supporting the entire Investments platform of BIG, working...


  • Reston, Virginia, United States Coda Search│Staffing Full time

    A global credit investing firm, founded in 2002, seeks an Investor Relations Associate/Product Specialist to support its investor and prospective investor relationships.The firm, with over 300 employees, manages approximately $30 billion in investable assets.Key Responsibilities:The Investor Relations and Marketing team is responsible for the strategic...


  • Reston, Virginia, United States Coda Search│Staffing Full time

    A global credit investing firm, founded in 2002, seeks an Investor Relations Associate/Product Specialist to support its investor and prospective investor relationships.The firm, with over 300 employees, manages approximately $30 billion in investable assets.Key Responsibilities:The Investor Relations and Marketing team is responsible for the strategic...

  • Surgical Specialist

    2 weeks ago


    Reston, Virginia, United States Specialist Office Full time

    Job SummaryWe are seeking a highly skilled Surgical Specialist to join our team at Specialist Office. As a key member of our medical staff, you will be responsible for providing exceptional support to our surgical team.Key ResponsibilitiesPassing of instruments and sterile supplies to physicians and maintaining accurate counts.Assisting the surgical team in...


  • Reston, Virginia, United States CG Financial Services Full time

    Job DescriptionCG Financial Services is seeking a seasoned professional to lead our Investment Operations and Strategy team. As the Head of Investment Operations and Strategy, you will be responsible for overseeing the day-to-day investment operations activities and special projects.Key Responsibilities:Investment Operations Management: Own and lead the...


  • Reston, Virginia, United States Specialist Office Full time

    Job OverviewPosition: Healthcare Billing SpecialistLocation: Specialist OfficeRequirements:Proven experience as a Medical BillerMinimum of 2 years in medical billingFamiliarity with Accounts Receivable processesExperience in payment postingProficient in creating depositsKnowledge of Electronic Medical Records (EMR)Background in specialty or surgical...


  • Reston, Virginia, United States Specialist Office Full time

    Job OverviewThe Healthcare Billing Specialist plays a crucial role in the financial operations of our organization.Key Responsibilities:Facilitates revenue generation by establishing payment plans, managing account collections, and monitoring overdue accounts.Engages with patients to set up payment arrangements for outstanding balances, ensuring timely...


  • Reston, Virginia, United States New Mexico Climate Investment Center Full time

    {"About the New Mexico Climate Investment CenterThe New Mexico Climate Investment Center (NMCIC) is a mission-driven nonprofit financial institution that operates on the 'Green Bank' model. It leverages private sector money for investments in projects that boost equity and reduce greenhouse gas emissions. NMCIC prioritizes providing benefits to low-income...


  • Reston, Virginia, United States New Mexico Climate Investment Center Full time

    {"About the New Mexico Climate Investment CenterThe New Mexico Climate Investment Center (NMCIC) is a mission-driven nonprofit financial institution that operates on the 'Green Bank' model. It leverages private sector money for investments in projects that boost equity and reduce greenhouse gas emissions. NMCIC prioritizes providing benefits to low-income...


  • Reston, Virginia, United States Acorn Financial Services Inc Full time

    Job OverviewAcorn Financial Services Inc is seeking a highly skilled and detail-oriented RIA Operations Specialist to join our team. As a key member of our operations department, you will be responsible for ensuring the smooth execution of our investment advisory platform.Key ResponsibilitiesQuarterly Advisory Fee ProcessingMaintain and reconcile the RIA...


  • Reston, Virginia, United States Mondrian Alpha Full time

    Mondrian Alpha: Futures & Options SME OpportunityWe are seeking a highly skilled Futures & Options SME to join our expanding New York City office. As a key member of our small/specialist team, you will be responsible for providing expert guidance and support to our US investment desk and strategies.Your primary focus will be on resolving F&O issues,...


  • Reston, Virginia, United States West Shore Home Full time

    Fleet Operations SpecialistWe are seeking a highly skilled Fleet Operations Specialist to join our Strategic Operations team in Mechanicsburg. As a key member of our team, you will play a critical role in driving forward our mission of Bringing Happiness to Every Home.As a Fleet Operations Specialist at West Shore Home, you will contribute to our mission by...


  • Reston, Virginia, United States Coda Search│Staffing Full time

    Investor Relations/Client Partners AssociateCoda Search│Staffing is seeking a highly skilled Investor Relations/Client Partners Associate to join our client's growing team. This individual will play a crucial role in supporting fund marketing efforts, running end-to-end investor servicing, and partnering with firms' new and existing clients regarding fund...


  • Reston, Virginia, United States Specialist Office Full time

    Job SummarySpecialist Office is seeking a highly skilled and experienced Medical Receptionist to join our team. As a Medical Receptionist, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key ResponsibilitiesFront Desk OperationsManage patient flow and ensure a smooth check-in and check-out...

  • Investment Attorney

    1 week ago


    Reston, Virginia, United States Korn Ferry Full time

    Job SummaryWe are seeking an experienced attorney with a securities/investments and transactional background to join our team as an Investment Attorney. The successful candidate will work at the direction of the Deputy General Counsel and spend significant time in support of the University's Investments Team, which manages the University's $2 Billion...


  • Reston, Virginia, United States Specialist Office Full time

    Job SummarySpecialist Office is seeking a highly skilled and experienced Medical Receptionist to join our team. As a Medical Receptionist, you will be responsible for providing exceptional patient care and administrative support to our patients and staff.Key ResponsibilitiesFront Desk OperationsManage patient flow and ensure a smooth check-in and check-out...


  • Reston, Virginia, United States Coda Search│Staffing Full time

    Investor Relations/Marketing AssociateCoda Search│Staffing is seeking a highly skilled Investor Relations/Marketing Associate to join our client's growing Investor Service/Fund Marketing Team in Greenwich, CT.Key Responsibilities:Drive product marketing plans and run end-to-end business strategies to enhance the firm's capital raising and investor...


  • Reston, Virginia, United States Acorn Financial Services Full time

    Job SummaryWe are seeking a highly skilled Financial Operations Specialist to join our team at Acorn Financial Services. As a key member of our operations team, you will be responsible for ensuring the smooth execution of financial transactions and providing exceptional support to our advisors and clients.Key ResponsibilitiesQuarterly Advisory Fee...


  • Reston, Virginia, United States Specialist Office Full time

    Job OverviewThe Certified Medical Technologist position at Specialist Office involves a range of responsibilities critical to patient care and laboratory operations.Location: Fairfax, VAQualifications:Minimum of 2 years of experience as a Medical Technician.Must hold a valid certification as a Medical Technologist.Experience in phlebotomy is...


  • Reston, Virginia, United States Sonder Consultants Full time

    Elite Investment Funds Lawyer OpportunityAbout the Role:Sonder Consultants is seeking a highly skilled investment funds lawyer to join a leading US law firm. The ideal candidate will have a strong background in investment funds law and a proven track record of success in Big Law or Top Tier firms.Key Responsibilities:Advise on investment fund formations,...