Incentive-Driven Investment Operations Leader

CMC Recruiting; Leawood (KS); On-site; USD 85,000 - 90,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with employer match

Paid time off + loyalty program

Paid industry conferences and continuing education

Job summary

CMC Recruiting is seeking an Investment Operations Manager for a boutique wealth management firm in Leawood, Kansas. The role is crucial for managing daily investment operations and ensuring high standards in trading and compliance.

Key responsibilities include overseeing account onboarding, optimizing operational workflows, and collaborating closely with advisors. The ideal candidate will have over 5 years of related experience, strong problem-solving skills, and a commitment to quality.

The position offers a competitive salary between $85,000 and $90,000, with additional incentives and comprehensive benefits.

Qualifications

• 5+ years of investment operations or related experience.
• Strong understanding of trading, account management, and investment operations.
• Proven ability to manage multiple priorities with high accuracy.

Responsibilities

• Own and manage the day-to-day execution of investment operations across the firm.
• Oversee account onboarding, asset movement, trading, and ongoing account maintenance.
• Prepare investment-related materials for client meetings.

Skills

Investment operations management

Trading

Account management

Problem-solving

Decision-making

Education

Series 7 and 66 (or equivalent)

APMA designation (or willingness to obtain)

Tools

NetX360

Envestnet

Microsoft Office

Google Suite

Job description

CMC Recruiting is seeking an Investment Operations Manager for a boutique wealth management firm in Leawood, Kansas. The role is crucial for managing daily investment operations and ensuring high standards in trading and compliance.

Key responsibilities include overseeing account onboarding, optimizing operational workflows, and collaborating closely with advisors. The ideal candidate will have over 5 years of related experience, strong problem-solving skills, and a commitment to quality.

The position offers a competitive salary between $85,000 and $90,000, with additional incentives and comprehensive benefits.