Institutional Custody Ops Manager

Reliable Mortgage Consultants LLC; Mason (OH); On-site; USD 120,000 - 170,000; Full time

Job summary

CincyCloud seeks an Institutional Custody Ops Manager to join our Mason, OH team in a full-time, on-site role. You will oversee day-to-day custody workflows, lead an operations team, coordinate with internal technology, compliance and client service groups, and interface with external custodians and brokers to ensure accurate settlement, reconciliation, and risk control.

This role supports audits and policy development, drives process improvements, and enforces regulatory standards to deliver

Qualifications

• Experience in institutional custody, fund administration, securities operations, or related financial services operations, preferably in a leadership or supervisory capacity.
• Strong knowledge of financial instruments (equities, fixed income, money market, derivatives), settlement processes, reconciliations, and cash operations.
• Demonstrated ability to manage and develop an operations team, including performance management, coaching, and workforce planning.
• Proficiency with custody platforms, portfolio accounting systems, and common office productivity tools; comfort working with data, reports, and metrics.
• Excellent organizational, analytical, and problem-solving skills, with attention to detail and a focus on operational accuracy and risk mitigation.
• Clear written and verbal communication skills and the ability to work effectively with internal stakeholders and institutional clients.
• Understanding of relevant regulatory and compliance frameworks (e.g., SEC, FINRA, fiduciary standards) and internal control best practices.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent practical experience; professional certifications in operations or securities (e.g., CSCP, CISI) are beneficial.
• Ability to work on-site in Mason, OH, with a commitment to collaboration, inclusivity, and ethical conduct.

Responsibilities

• Oversee day-to-day institutional custody operations and workflow management.
• Lead an operations team, including performance management and coaching.
• Coordinate with internal technology, compliance, and client service teams, and with external custodians and brokers.
• Ensure regulatory compliance, internal controls, and timely, accurate processing.
• Prepare operational reports, support audits, and contribute to policy and procedure development.

Skills

Institutional custody

Team leadership

Operations management

Securities operations

Regulatory compliance

Data analysis

Communication

Education

Bachelor's degree in finance/business/economics

Certifications CSCP/CISI beneficial

Tools

Custody platforms

Portfolio accounting systems

Job description

Company Description

CincyCloud is a growing financial services and technology company focused on delivering secure, reliable, and scalable solutions for institutional clients. Based in Mason, OH, the organization supports institutional investors, asset managers, and other financial entities with modern custody, operations, and cloud-enabled platforms. Team members collaborate closely across operations, technology, and client service to improve efficiency and risk management in complex financial environments. CincyCloud values integrity, accountability, and continuous improvement, offering opportunities for professional growth and cross-functional learning. The company fosters an inclusive workplace where diverse perspectives are encouraged and respected.

Role Description

The Institutional Custody Ops Manager is a full-time, on-site role based in Mason, OH, responsible for overseeing day-to-day institutional custody operations. This position manages workflows related to asset settlement, reconciliation, cash movement, corporate actions, and safekeeping of client assets, ensuring timely and accurate processing. The role includes leading an operations team, assigning tasks, monitoring performance metrics, and implementing process improvements to reduce risk and increase efficiency. The manager coordinates with internal technology, compliance, and client service teams, as well as external custodians, brokers, and institutional clients to resolve issues and respond to inquiries. This role also ensures adherence to regulatory and internal controls, prepares operational reports, supports audits, and contributes to policy and procedure development.

Qualifications

• Experience in institutional custody, fund administration, securities operations, or related financial services operations, preferably in a leadership or supervisory capacity.
• Strong knowledge of financial instruments (equities, fixed income, money market, derivatives), settlement processes, reconciliations, and cash operations.
• Demonstrated ability to manage and develop an operations team, including performance management, coaching, and workforce planning.
• Proficiency with custody platforms, portfolio accounting systems, and common office productivity tools; comfort working with data, reports, and metrics.
• Excellent organizational, analytical, and problem-solving skills, with attention to detail and a focus on operational accuracy and risk mitigation.
• Clear written and verbal communication skills and the ability to work effectively with internal stakeholders and institutional clients.
• Understanding of relevant regulatory and compliance frameworks (e.g., SEC, FINRA, fiduciary standards) and internal control best practices.
• Bachelor’s degree in finance, business, economics, or a related field, or equivalent practical experience; professional certifications in operations or securities (e.g., CSCP, CISI, securities licenses) are beneficial.
• Ability to work on-site in Mason, OH, with a commitment to collaboration, inclusivity, and ethical conduct.