Director, Investment Operations & Platform Excellence

Claire Myers Consulting; Fort Wayne (IN); Vor Ort; USD 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Performance-based bonus opportunity

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

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

Kenntnisse

Investment operations management

Team leadership

Analytical skills

Problem-solving

Communication

Ausbildung

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

CFA (preferred)

Tools

Trading platforms

Reporting tools

Jobbeschreibung

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.