Asset Management

Join Us at 55ip & Help the Wealth Management Industry Move Forward

Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We've been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

Platform Management Associate

As a Platform Management Associate within the Platform Management & Strategy team, you will partner with Product, Operations, and Technology to establish operating models, maintain legal agreements and disclosures, and work closely with control partners—including Legal, Risk, and Compliance. The Associate will play a crucial role in facilitating these efforts and ensuring seamless operations across the organization. The ideal candidate has experience leading cross-functional initiatives and supporting controls, audit, and regulatory activities. The candidate will be motivated, strategic, a problem solver, and an effective leader. This role is based in Boston, MA.

Job responsibilities

• Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform
• Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders
• Design processes and operating models, and assist in documentation of policies, procedures and controls
• Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans
• Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements
• Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards
• Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams
• Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills

Required qualifications, capabilities and skills

• Strong work ethic and a desire to work in a fast-paced environment. 
• Exceptional organizational capabilities, attention to detail, and analytical skills. 
• Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines. 
• Excellent written and verbal communication skills. 
• Proficiency in Excel, PowerPoint, and LLM tools.
• Ability to work cooperatively and collaboratively with all levels of employees and management. 
• Experience in management support and strategic planning in a financial services or investment management context. 
• Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing 

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip's tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip's intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip's ActiveTax Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-

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