Investment Business Manager

Concurrent Investment Advisors; Tampa (FL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Dental Insurance

Flexible spending account

Health insurance

Life insurance

Paid time off

Vision insurance

Job summary

Poweredbyconcurrent in Tampa, FL seeks an Investment Business Manager to own operational workflows across the investment platform, including implementation, investment operations, due diligence, data and analytics, and related deliverables.

You will lead cross-functional projects, coordinate with SaaS vendors, monitor roadmaps, and develop SOPs to keep workflows repeatable as the platform scales. A strong background in wealth/investment operations is required.

Qualifications

• Bachelor’s degree preferred, ideally in wealth management or investments.
• 3+ years of operations, project management, or process/analyst experience in wealth management or financial services.
• Experience with RIA environments or asset management and understanding of custodian/investment systems.

Responsibilities

• Own and manage operational workflows and pipelines across the investment platform, keeping deliverables on schedule.
• Lead cross-functional projects, ensuring teams deliver products and services on time and on schedule.
• Work with SaaS vendors to monitor roadmap items and maintenance of platforms.
• Oversee investment product implementations and ensure alignment with portfolio manager intent.
• Support transitions, including OMS-related transitions and related workflows.
• Develop and maintain SOPs and checklists for operations and implementation processes.

Skills

Cross-functional

Project management

Investment operations

Vendor management

CRM tools

Education

Bachelor's degree

Tools

Salesforce

Practifi

Redtail

Black Diamond

Job description

Investment Business Manager

Department: Investments

Employment Type: Full Time

Location: Tampa, FL

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

• 401(k) matching
• Dental Insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Vision insurance