Investment Platform Operations Manager

Poweredbyconcurrent; 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

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.