Senior Operations Leader - Investment Management

D.A. Davidson Companies; Richmond (VA); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Medical, Dental and Vision

401(k) and ESOP contributions

Paid holidays

Tuition Reimbursement

Charitable gift-matching program

Professional Development Opportunities

Job summary

A financial services firm located in Richmond, Virginia, is seeking an Operations Manager responsible for overseeing daily operational functions. The ideal candidate will have significant experience in investment management operations, lead a team effectively, and possess a thorough understanding of applicable regulations. This role offers competitive salary and excellent benefits, with a collaborative work environment that values diversity and integrity.

Qualifications

• Minimum of 7 to 10 years of progressive experience in operations within financial services.
• Demonstrated experience managing and developing a team.
• Familiarity with operational processes and controls.

Responsibilities

• Oversee daily operational activities including trading support and reconciliation.
• Serve as a subject matter expert for operational systems.
• Lead and develop an operations team, ensuring accountability.

Skills

Investment management operations

Leadership

Regulatory knowledge

Organizational skills

Analytical skills

Communication skills

Team collaboration

Education

Bachelor’s degree

Advanced degree or relevant certifications

Tools

Trading platforms

Portfolio accounting systems

Custody platforms

Job description

A financial services firm located in Richmond, Virginia, is seeking an Operations Manager responsible for overseeing daily operational functions. The ideal candidate will have significant experience in investment management operations, lead a team effectively, and possess a thorough understanding of applicable regulations. This role offers competitive salary and excellent benefits, with a collaborative work environment that values diversity and integrity.