Senior Associate, Operations

Focus Financial Partners; Bloomfield Hills (MI); On-site; USD 80,000 - 90,000; Full time

Job summary

Azimuth Capital Management in Bloomfield Hills, MI, is seeking an experienced operations professional to join the team supporting internal operations and client service. The role involves onboarding, funds movement, client interaction, and process improvement within a collaborative environment.

You will work with senior management on reporting, special projects, and compliance, contributing to new systems and workflows.

Qualifications

• College degree required; other industry-related qualifications or designations a plus.
• 5+ years’ experience in similar operations-associated role.
• Experience with client onboarding, cashiering and/or account billing a plus.
• Strong quantitative and analytical thinking skills.
• Strong verbal and written communication skills in a team setting.
• Attention to detail and ability to work in an informal, dynamic environment.
• Proficiency with Microsoft Office and industry-related applications.

Responsibilities

• Participate in client/account onboarding, coordinating with clients, custodians, and team members.
• Move client funds or assets following firm processes.
• Interact with clients, professionals, and custodian personnel to meet client needs.
• Support operations workflows and internal reporting; contribute to policy and procedure improvements.
• Assist in special client-driven questions or issues and in new systems implementation.

Skills

Analytical thinking

Communication

Attention to detail

Education

College degree

Tools

Microsoft Office 365

Advent/Axys-Moxy

Black Diamond

Satuit CRM

FactSet

Job description

Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued advice to our clients.

Azimuth Capital Management is dedicated to serving clients in establishing and achieving their financial goals. Our firm has developed a series of proprietary strategies, and we provide in-house investment management services including asset allocation, research, trade execution and portfolio management for approximately $4.0 billion of client assets under management. We are committed to being regarded by our clients as a premier investment management and financial advisory firm and are a partner firm of Focus Financial Partners, Inc., a firm comprised of more than 60 premier firms with more than $500 billion of assets under management.

This position requires you to be on-site 5 days a week.

Primary Responsibilities

The candidate will work specifically with the firm’s operations team along with the rest of the Azimuth team to support the firm’s internal operations functions and client service requirements.

The role will include specifically assigned duties as well as a number of assignments that arise as issues or opportunities are encountered by the firm. The candidate’s role is expected to involve several of the firm’s operations and client service functions. The candidate will also assist the Azimuth team in addressing special client-driven questions or issues.

We are looking for a professional that is willing and able to grow and develop to become a key member of our operations team.

• Participation in the client/account onboarding process, including preparation and processing of documentation, coordination with clients, account custodians, and other team members, and setup within internal management systems
• Participation in the firm processes involving the movement of client funds or assets
• Direct interaction with firm clients, other professionals and custodian personnel to meet client needs and attend to client-related matters
• Employ and enhance firm systems and workflows to prepare and complete tasks
• Assistance with identification, investigation and resolution of account reconciliation issues
• Working with senior management and other team professionals on internal reporting or matters associated with processes, policies and procedures
• Supporting other related firm operations functions as needed, including client service, business development, and compliance
• Contributing to special projects involving new systems assessment and implementation, development or enhancement of workflow processes, and other strategic initiatives

Qualifications

• College degree required; other industry-related qualifications or designations a plus
• 5+ years’ experience in similar operations-associated role
• Specific experience with client on-boarding, cashiering and/or account billing a plus
• Strong quantitative and analytical thinking skills consistent with role requirements
• Strong verbal and written communication skills as appropriate to successfully perform role requirements in a coordinated team setting
• Demonstrable and reliable high level of attention to detail
• Desire to work in an informal, dynamic and entrepreneurial environment
• Proficiency with computer software applications including but not limited to Microsoft Office
• 365 Suite; experience and proficiency with other industry-related applications (e.g., Advent
• Axys/Moxy, Black Diamond, Satuit CRM, FactSet, custodian and workflow systems) a plus

This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000-$90,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

Azimuth Capital Management is part of the Focus Financial Partners' network firm community. As part of the partnership, Azimuth remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions and/or to receive other benefits and privileges of employment, please contact [e-mail].

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It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

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I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.