Investment Business Manager

Concurrent Investment Advisors

Kansas City (KS)

On-site

USD 90,000 - 120,000

Full time

5 days ago

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Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Concurrent is seeking an Investment Business Manager in Kansas City, KS to own operational workflows across the investment platform, including implementation, operational tasks, due diligence, data analytics, and related deliverables for investment management, OCIO, and consulting work.

The role coordinates across implementation, trading, investment operations, due diligence, research, data/analytics, risk management, and marketing, while engaging with SaaS vendors and financial advisors to keep

Qualifications

Bachelor’s degree preferred in wealth management or investments.
3+ years of operations, project management, or process/analyst experience in wealth management or asset management.
Experience in an RIA environment or asset management with understanding of custodian/investment tech.
Prior project lead experience ensuring cross-functional teams deliver on time.
Experience building or maintaining SOPs, checklists, and process documentation.
Knowledge of investment operations including implementation and trading, research, and data workflows.
Familiarity with investment platforms/tools (CRM/workflow tools, trading systems).
Exposure to UMA or sleeve implementation preferred.
Strong organization and clear communication with reliable follow-through.

Responsibilities

Own and manage operational workflows and pipelines across the investment platform, keeping deliverables on schedule.
Lead cross-functional projects, ensuring teams deliver on time and communicate status and risks.
Coordinate with SaaS vendors to monitor roadmaps and maintenance across the platform.
Oversee implementation of investment products and verify alignment with portfolio manager intent.
Support transitions to OMS and related implementation workflows.
Develop and maintain SOPs and checklists for operations and implementation.
Coordinate across implementation, trading, investment operations, due diligence, data/analytics, and risk management.
Partner with data/analytics to track workflow health and refine processes.
Guide associates to ensure SOPs are followed and current.
Manage service and marketing deliverables tied to the investment offering.
Route completed work through the appropriate owner before it reaches the advisor.
Oversee forms/contracts to keep workflows moving as expected.
Leverage enterprise AI to manage multiple workstreams and improve efficiency.

Skills

3+ years in wealth management/asset mg

project management

process improvement

strong organizational skills

clear high-level communication

reliable follow-through

experience with SOPs

data workflows understanding

experience with investment operations

team coordination across functions

Education

Bachelor’s degree preferred (wealth management/investments)

Tools

Black Diamond

Salesforce

Practifi

Redtail

TAMPs

Job description

Investment Business Manager

Department: Investments

Employment Type: Full Time

Location: Kansas City, KS

Compensation: $90,000 - $120,000 / year

Description

The Investment Business Manager (IBM) is responsible for owning the operational workflows and pipelines that run across Concurrent’s investment platform, including implementation, investment operations, due diligence, research, data and analytics, and the deliverables that support the firm’s investment management, OCIO, and consulting work. The position keeps work moving on schedule, confirms it is executed the way it was designed, and documents processes so they remain repeatable as the platform scales. Working within Concurrent’s investment operations team, the IBM coordinates across implementation, trading, investment operations, due diligence, research, data and analytics, risk management, and marketing, and works with SaaS vendors and Financial Advisors on platform deliverables. The position requires a working understanding of how custodian, investment technology, and investment operations systems interact, rather than a technology-only project management background.

Responsibilities

Own and manage operational workflows and pipelines across the investment platform, keeping deliverables on schedule and ensuring nothing falls through the cracks.
Lead cross-functional projects, ensuring teams deliver products and services on time and on schedule, proactively following up on open items, and communicating status, risks, and timeline impacts to stakeholders.
Work with SaaS vendors to monitor roadmap items and ongoing maintenance of the systems used across the platform and to confirm roadmaps remain on schedule.
Oversee implementation of investment products on the firm’s platforms and verify that work is carried out in line with portfolio manager intent.
Support transitions, including future transitions to the OMS, and speak to the firm’s product set as it relates to transition and implementation workflows.
Develop, document, and maintain SOPs and checklists for operations and implementation processes so institutional knowledge is retained and repeatable.
Coordinate across implementation, trading, investment operations, due diligence, research, data and analytics, and risk management to keep handoffs clean and accountable.
Partner with data and analytics to track workflow health, identify areas for improvement, and refine processes over time.
Support and help direct investment operations associates to ensure SOPs are followed and kept current.
Manage service and marketing deliverables tied to the firm’s investment offering, coordinating production, owners, and timelines.
Route completed work through the appropriate representative or owner before it reaches the advisor.
Oversee the execution of the forms and contracts required to keep workflows moving as expected.
Leverage the firm’s enterprise AI harness to manage multiple workstreams and improve workflow efficiency.
Perform other related duties and responsibilities as reasonably assigned.

Qualifications

Bachelor’s degree preferred, ideally in a discipline related to wealth management or investments.
3 or more years of operations, project management, or process/analyst experience in wealth management, asset management, or related financial services.
Experience in a Registered Investment Advisor (RIA) environment, or in asset management or SMA operations, with an understanding of how custodian, investment technology, and investment operations systems work together.
Prior project lead experience, ensuring cross-functional teams deliver products and services on time and on schedule.
Experience building or maintaining SOPs, checklists, and process documentation.
Working knowledge of investment operations, including implementation and trading, proposal or portfolio operations, research, and related data workflows.
Familiarity with platforms and tools such as TAMPs, model and rebalancing or trading systems (e.g. Black Diamond), CRM and workflow tools (e.g. Salesforce, Practifi, Redtail), and investment analytics tools.
Exposure to UMA or sleeve implementation preferred.
Strong organization, attention to detail, clear high-level communication, and reliable follow-through.

Benefits