Investment Operations Director

4 weeks ago

Mount Kisco, New York, United States CG Financial Full time
Job Title: Investment Operations Manager

Job Summary:

CG Financial Services is seeking a highly skilled Investment Operations Manager to oversee the day-to-day investment operations activities and special projects. The ideal candidate will have a deep understanding of investment operations within an RIA framework and a proven track record of optimizing operational workflows to ensure success.

Key Responsibilities:

Oversee and manage the day-to-day investment operations activities and special projects
Portfolio oversight including monitoring daily activities and portfolio execution
Contribute to key business processes and objectives
Oversee and leverage provider relationships and vendor management, specifically Axxcess Wealth Management
Serve as the subject matter expert (SME) on investment systems such as Orion, Eclipse, custodians; and new investment product development in alignment with CGAN's Investment Strategy
Contribute to developing streamlined KPI reporting metrics to monitor and manage ongoing activities related to trading and ongoing productivity to CGAN's investment portfolio and strategy
Lead, mentor, and define accountability across the entire Investment Operations Team and Vendors
Stay informed about industry trends, regulatory requirements, and emerging technologies to enhance investment services and processes

Requirements:

Bachelor's degree in finance, Accounting, Business Administration, or equivalent work experience. Master's degree or professional certifications preferred
Minimum of three (3) years' experience directly related to investment operations, preferably within a Registered Investment Advisor or financial services firm
Deep knowledge of investment products, trade execution processes, and regulatory requirements
Proficient in MS Office, investment management software, and trading platforms. Experience with Salesforce and Orion Advisor Tech preferred
Excellent analytical, problem solving, and organizational skills to successfully execute strategic plans
Strong communication and interpersonal skills with the ability to interact well with clients, team members, and external stakeholders
Demonstrated ability to successfully lead small teams or vendors and manage multiple projects simultaneously

About CG Financial Services:

CG Financial Services empowers independent advisors to focus on their clients and further building their firms by combining choice and control to enable true independence. We offer a multi-custodial approach and truly open architecture platform with comprehensive investment solutions, back-office support, and business-building resources advisors need to remain highly competitive in today's market.

Core Values:

Thirst for Knowledge: You have a curious and creative mindset, always asking questions to build your expertise and knowledge.
Innovative Problem Solver: You propose solutions and have experience in leading a team, setting an example, and driving success through collaboration, effective communication, and follow-through on commitments.
Self-Motivated: You have a driven and proactive personality, results-oriented, and accept challenges.
Authentic: Your personality is true, honest, and built on integrity. You create an atmosphere with no drama or politics.
Positively Impact People: You are always looking for ways to grow and develop your team, clients, community, and you strive for collective winning.

Why Join Our Team:

At CG Financial Services, we believe in empowering our employees to grow and develop their skills. We offer a dynamic and supportive work environment that encourages collaboration, innovation, and continuous learning. If you are a motivated and results-driven individual who is passionate about investment operations, we encourage you to apply for this exciting opportunity.

How to Apply:

If you are interested in this role, please submit your resume and cover letter to [insert contact information]. We look forward to hearing from you.

Equal Employment Opportunity:

CG Financial Services is an equal employment opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity and promotes equal opportunities for all employees.

Contact Information:

For more information about this role, please contact [insert contact information].

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