Director, Investment Operations & Platform Excellence

Claire Myers Consulting; Fort Wayne (IN); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Performance-based bonus opportunity

Job summary

A leading wealth management firm in Fort Wayne is seeking a Director of Investment Operations. This role involves overseeing daily investment operations, ensuring compliance, and leading the investment operations team. Candidates should have at least 10 years of experience in investment operations and a Bachelor’s degree in a related field. Competitive salary and performance-based bonuses are offered.

Qualifications

• 10+ years of experience in investment operations, trading, or portfolio management support.
• Familiarity with alternative asset management is a plus.
• Series 7 and Series 63 required.

Responsibilities

• Oversee daily investment operations including trading and portfolio rebalancing.
• Ensure timely processing of client transactions and account openings.
• Manage and mentor investment operations staff.

Skills

Investment operations management

Team leadership

Analytical skills

Problem-solving

Communication

Education

Bachelor's degree in Finance, Business, Accounting, or related field

CFA (preferred)

Tools

Trading platforms

Reporting tools

Job description

A leading wealth management firm in Fort Wayne is seeking a Director of Investment Operations. This role involves overseeing daily investment operations, ensuring compliance, and leading the investment operations team. Candidates should have at least 10 years of experience in investment operations and a Bachelor’s degree in a related field. Competitive salary and performance-based bonuses are offered.