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Clearstead Jobs (NOW HIRING)

Clearstead

Private Markets Operations Manager

Cleveland, OH · On-site

$100K - $130K/yr

Familiarity with system integrations, data mapping/ automation, and AI and data analytics tools Clearstead is committed to building a culturally diverse workforce and strongly encourages applications ...

Clearstead

Client Service Associate

Philadelphia, PA · Hybrid

$14.75 - $20.25/hr

Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. We are an equal opportunity employer and all ...

Clearstead

Client Service Associate

Philadelphia, PA · On-site

$14.75 - $20.25/hr

Commitment to company values Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from all minorities. We are an equal opportunity employer and all ...

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Clearstead information

Is Clearstead a good fit for high net worth individuals?

Clearstead is a financial services firm that offers wealth management and investment advisory services, often tailored to high net worth individuals. The firm provides personalized financial planning, estate planning, and investment strategies, making it suitable for clients with substantial assets seeking comprehensive financial solutions.

What is Clearstead and what do they do?

Clearstead is an independent investment consulting and wealth management firm that provides advisory services to institutions, families, and individuals. They specialize in investment consulting, financial planning, and fiduciary guidance to help clients achieve their financial goals. Clearstead's services often include portfolio management, retirement planning, and assisting organizations with managing their endowments or foundations. Their approach emphasizes transparency, independence, and customized solutions tailored to each client's unique needs.

What are the key skills and qualifications needed to thrive as a Financial Advisor at Clearstead, and why are they important?

To thrive as a Financial Advisor at Clearstead, you need a solid background in finance, investment strategies, and portfolio management, typically supported by a relevant degree and certifications like CFP or CFA. Proficiency with financial planning software, CRM systems, and analytical tools is commonly required. Exceptional interpersonal skills, trustworthiness, and clear communication help advisors build strong client relationships and provide tailored guidance. These skills ensure advisors can deliver effective financial solutions and maintain client satisfaction in a competitive industry.

What does Clearstead do?

Clearstead is a financial services firm that provides investment management, wealth planning, and advisory services to institutional clients and high-net-worth individuals. Employees in related roles typically analyze financial data, develop investment strategies, and use tools like financial modeling software. The company emphasizes professional certifications such as CFA or CFP for certain positions.

What jobs are good for caring people?

Jobs suitable for caring people often include roles in healthcare, social work, teaching, and counseling, where empathy and communication skills are essential. These positions typically involve supporting others, require patience, and may need relevant certifications or training. They are well-suited for individuals who find fulfillment in helping and nurturing others.

What are some common challenges faced by financial advisors at Clearstead, and how does the firm support its team in overcoming them?

At Clearstead, financial advisors often encounter challenges such as managing complex client portfolios and staying updated with evolving regulations. The firm supports its advisors through ongoing professional development, access to robust research resources, and a collaborative team environment. Advisors work closely with investment analysts, tax specialists, and client service teams to deliver comprehensive solutions, ensuring they're not working in isolation. This team-focused approach helps Clearstead advisors deliver high-quality service while continuing to grow professionally.

What is the difference between Clearstead vs Financial Analyst?

AspectClearsteadFinancial Analyst
Required CredentialsTypically requires a CFA, CFP, or similar certificationsOften requires a bachelor's degree in finance, accounting, or related field; CFA preferred
Work EnvironmentAsset management firms, financial advisory firms, or consultingCorporations, banks, investment firms, or consulting
Industry UsageUsed in wealth management, investment advisory, and financial planningUsed across finance, investment analysis, and corporate finance

Clearstead and Financial Analyst roles share similarities in required credentials and industry usage, but Clearstead often involves client-facing advisory and wealth management, while Financial Analysts focus on data analysis and financial modeling within organizations.

What are Clearstead's fees?

Clearstead's fees for financial advisory or investment management services typically depend on the scope and complexity of the services provided, often calculated as a percentage of assets under management (AUM). Fee structures may include tiered rates, flat fees, or hourly charges, and clients should review the specific agreement for detailed costs. Transparency about fees is standard practice in the industry, and clients are encouraged to ask for a fee schedule before engaging services.
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Clearstead jobs near you
Private Markets Operations Manager

Private Markets Operations Manager

Clearstead

Cleveland, OH • On-site

$100K - $130K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 21 days ago

Job description

We are seeking a Private Markets Operations Manager at our downtown, Cleveland, Ohio wealth management firm to oversee the end-to-end operational and reporting lifecycle for private market investments.
This role is responsible for managing subscription workflows, onboarding clients and investments onto the Arch platform, and ensuring accurate integration, linking, and reporting across portfolio accounting systems including Orion, Addepar, and PARis. The individual will serve as a key liaison across external fund managers, GLAS, the investment office, and external vendors to drive efficiency, accuracy, and scalability in private markets operations.
This position offers work from home availability 2 days per week after initial orientation period.
Position responsibilities:
  • Own the full lifecycle of private markets operational workflows, including subscription document coordination, onboarding onto Arch and PAS platforms, and capital call execution
  • Oversee data integration, reconciliation, and linkage of private market investments across systems, including Orion, Addepar, and PARis.
  • Ensure accurate and timely performance reporting, capital activity, and valuation updates.
  • Establish and maintain standardized processes and controls to improve data quality, transparency, and operational efficiency.
  • Act as the primary POC for system enhancements, vendor relationships, and platform optimization initiatives.
  • Monitor and resolve data discrepancies, breaks, and reporting issues across systems.
  • Lead, mentor, and develop a team supporting private markets operations and reporting.
  • Stay informed on industry trends, platform capabilities, and emerging technologies (including AI) to enhance workflows and reporting capabilities.

Requirements
The successful candidate will have:
  • 7 years of experience in private markets or portfolio reporting & operations within a wealth management, RIA , or PE/Hedge fund environment.
  • Deep understanding of private market investment structures, subscription, and capital activity.
  • Hands-on experience with platforms such as Arch, Orion, Addepar, and/or PARis.
  • Strong knowledge of portfolio accounting, performance reporting, and data reconciliation
  • Proven ability to manage complex workflows and lead cross-functional initiatives.
  • Strong attention to detail with a focus on accuracy and process improvement.
  • Management experience preferred.
  • Familiarity with system integrations, data mapping/ automation, and AI and data analytics tools

Clearstead is committed to building a culturally diverse workforce and strongly encourages applications from minorities and women.
We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, disability status, protected veteran status or any other characteristic protected by law.
The qualified candidate can expect:
  • A flat, bureaucracy-free organizational structure that fosters creative thinking and involvement at all levels of the organization
  • The opportunity to join a growing employee-owned firm that offers professional growth in an industry that is both dynamic and intellectually challenging
  • An opportunity to work with high-profile private clients and institutions across the country
  • A competitive base salary with an incentive bonus program
  • 401(k) Savings plan with company contributions
  • Health, Dental, Vision, and Long-term disability insurances
  • Generous paid time off program

We are Clearstead...an independent institutional investment and private wealth advisory firm headquartered in Cleveland, Ohio.
Our institutional clients include retirement funds, endowments and foundations, higher educational institutions, and healthcare organizations. Our private clients are families, individuals, and related entities.
Salary Description
$100,000 - $130,000

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