Wealth Distribution Operations Specialist

Coda Search│Staffing; New York (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

Our client, a global alternative investment manager, is seeking a qualified candidate to support wealth distribution operations in New York. You will manage relationships with transfer agents, help onboard new funds, and coordinate across legal, sales, product, and marketing teams.

The role requires 1–2 years of experience and strong communication skills, with Advanced Excel capabilities and the ability to thrive in a deadline-driven setting. Exposure to alternative investments is a plus.

Qualifications

• Strong communication and relationship-building skills.
• Advanced Excel skills.
• Comfortable working in a fast-paced, deadline-driven team environment.
• Exposure to alternative investments is a plus, but not required.

Responsibilities

• Manage day-to-day relationships with transfer agents and outside service providers, keeping transaction processing, reporting, tax documentation, and cash reconciliation running smoothly.
• Help bring new funds onto distribution platforms, working across legal, sales, product, and marketing teams.
• Troubleshoot trade errors and operational issues, tracking recurring problems and pushing for long-term fixes.
• Act as a point of contact for financial advisors and internal sales staff with questions about fund operations.
• Coordinate with technology partners on trade execution and documentation.
• Build subject-matter expertise on how advisors' platforms work so you can support them more effectively.

Skills

Communication

Relationship-building

Excel proficiency

Deadline-driven

Financial services exposure

Education

Recent graduate (2024/2025)

Job description

Our client, a global alternative investment manager, is seeking a qualified candidate to support wealth distribution operations in New York. You will manage relationships with transfer agents, help onboard new funds, and coordinate across legal, sales, product, and marketing teams.

The role requires 1–2 years of experience and strong communication skills, with Advanced Excel capabilities and the ability to thrive in a deadline-driven setting. Exposure to alternative investments is a plus.