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Custodial Account Manager Jobs in Decatur, GA (NOW HIRING)

The Integral Group LLC

Community Manager

Atlanta, GA · On-site

... accounts payable and receivable. 5. Approve payroll and commissions when applicable and submit in a ... Act as petty cash custodian; dispense cash for validated activities and receipts. Reconcile ...

Cushman & Wakefield

Cleaner, Full Time - 2nd Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner, Full Time - 1st Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner

Norcross, GA · On-site

$13.25 - $15.50/hr

Job Title Cleaner Summary The Cleaner will work under the supervision of the Custodial Manager or ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner, Full Time - 1st Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner- 2nd Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

Cushman & Wakefield

Cleaner, Full Time - 1st Shift

Atlanta, GA · On-site

$13.50 - $15.75/hr

... the Custodial Manager or Supervisor and perform a variety of custodial duties for C&W Services ... accounts, health savings accounts, retirement savings plans, life, and disability insurance ...

NEPC, LLC

Investment Analyst, OCIO Operations

Atlanta, GA · Hybrid

$62K - $81K/yr

... managed accounts. In this highly visible and fast paced role, you will play a role in overseeing ... firms, custodian banks and fund administrators. You will also interact with various internal ...

Synovus

Fund Administrator (The Family Office)

Atlanta, GA · On-site

$65K - $89K/yr

Reviews and validates NAV packages, capital account statements, distribution notices, financial ... management activities in partnership with internal stakeholders, custodians, and external ...

Loomis

Armed Vault PM Shift

Norcross, GA · On-site

$19/hr

As a Vault Custodian, you work with your team to maintain inventory in our cash vaults for our ... Account Industry leading Training and Development Essential Functions/Job Qualifications • ...

Loomis Armored US, LLC

Armed Vault PM Shift

Norcross, GA

$16.50 - $20.75/hr

In fact, many of our company's managers, vice presidents, and corporate executives started out in ... As a Vault Custodian, you work with your team to maintain inventory in our cash vaults for our ...

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All JobsCustodial Account JobsCustodial Account Manager JobsCustodial Account Manager Jobs in Decatur, GA

Custodial Account Manager information

See Decatur, GA salary details

$25.9K

$46.1K

$66.9K

How much do custodial account manager jobs pay per year?

As of Aug 21, 2026, the average yearly pay for custodial account manager in Decatur, GA is $46,144.00, according to ZipRecruiter salary data. Most workers in this role earn between $35,100.00 and $50,800.00 per year, depending on experience, location, and employer.

What is a custodial account manager?

A Custodial Account Manager is a professional responsible for overseeing and managing custodial accounts, which are financial accounts held in the name of a custodian for the benefit of a minor or another individual. They ensure all transactions comply with legal and regulatory requirements, maintain accurate records, and provide account reporting to clients. Custodial Account Managers may also work with clients to recommend account strategies, process asset transfers, and resolve any issues related to the accounts. Their role is essential in safeguarding the assets and ensuring fiduciary responsibilities are met.

How does a custodial account manager typically collaborate with other departments to ensure seamless account operations?

Custodial Account Managers frequently work cross-functionally with teams such as operations, compliance, and client services to maintain accurate account records and resolve any issues efficiently. They coordinate with compliance to ensure accounts adhere to regulatory standards and with client services to address client inquiries or concerns. Regular communication and teamwork are essential, as successful account management relies on timely information sharing and joint problem-solving. This collaborative environment helps Custodial Account Managers deliver high-quality service to clients and maintain operational excellence.

What are the key skills and qualifications needed to thrive as a custodial account manager, and why are they important?

To thrive as a Custodial Account Manager, you need strong organizational skills, experience in facility management, and typically a background in business administration or a related field. Familiarity with work order management software, budgeting tools, and compliance systems is commonly required. Excellent communication, leadership, and problem-solving abilities help foster strong client relationships and effective team management. These skills ensure efficient operations, client satisfaction, and high service standards in custodial environments.

What is the difference between Custodial Account Manager vs Financial Advisor?

AspectCustodial Account ManagerFinancial Advisor
CredentialsTypically requires securities licenses (e.g., Series 7, 63)Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentFinancial institutions, banks, or investment firmsIndependent or firm-based, client-facing
Primary FocusManaging custodial accounts, ensuring compliance, executing tradesProviding financial planning, investment advice, and portfolio management

While both roles involve working within the financial industry and require securities licenses, a Custodial Account Manager primarily manages custodial accounts and ensures compliance, whereas a Financial Advisor focuses on advising clients on investments and financial planning. The roles often overlap in client interaction and industry usage, but their core responsibilities differ.

What are popular job titles related to Custodial Account Manager jobs in Decatur, GA?

For Custodial Account Manager jobs in Decatur, GA, the most frequently searched job titles are:

What job categories do people searching Custodial Account Manager jobs in Decatur, GA look for?

The top searched job categories for Custodial Account Manager jobs in Decatur, GA are:

What cities near Decatur, GA are hiring for Custodial Account Manager jobs?

Cities near Decatur, GA with the most Custodial Account Manager job openings:

Custodial Account Manager jobs near you
Infographic showing various Custodial Account Manager job openings in Decatur, GA as of August 2026, with employment types broken down into 88% Full Time, 11% Part Time, and 1% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $46,144 per year, or $22.2 per hour.

Associate Portfolio Manager/Trader

Vident Financial, LLC

Alpharetta, GA • On-site

$90 - $150/hr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 3 days ago

New

Job description

Who we are:

Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life.

Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform.

We traditionally partner with institutional investors, asset managers, and the wealth management firms to Bring Investment Ideas to Life.

What you’ll do:

The AssociatePortfolio Manager/Trader will support the management of Vident’s Separately Managed Account (SMA) business. Responsibilities include assisting Portfolio Managers, conducting product research, performing portfolio optimizations, reviewing and executing trades, generating reports, analyzing performance, and onboarding new clients.

The successful candidate will possess a solid understanding of investment management, portfolio construction, and equity risk management. They will demonstrate an unwavering commitment to delivering exceptional results for clients, paired with a keen attention to detail and strong intellectual curiosity.

The position requires close collaboration within the team and across the organization, emphasizing teamwork, adaptability, and proactive communication.

  • Support the management of client portfolios including account set up, daily reconciliation, model creation and maintenance, portfolio optimization, tax loss harvesting, and portfolio trading.
  • Execute trades approved or instructed by Portfolio Managers or senior members of the team
  • Enhance and support the product trade workflow and portfolio monitoring functions
  • Monitor index changes and curate buy lists for corporate actions
  • Support client requests ranging from proposal generation to client reporting
  • Perform regular reporting for internal and client use
  • Perform quarterly billing and AUM reporting
  • Proactively communicate with clients regarding bond maturities, cash flows, quarterly performance reporting of equity portfolios and other reporting as required
  • Work with custodians to help with client inquiries and internal reporting as necessary
  • Assist sales and marketing through development of advisor/client materials and development of new materials
  • Participate in presentations, conference calls, conferences
  • Other duties and responsibilities as assigned
Who you are:
  • You possess a Bachelor’s degree in Finance, Engineering, Computer Science or similar
  • You have 5+ years of experience in the investment management field (preferred)
  • Interest in pursuing investment related designations and/or FINRA exams such as the CFA, FRM, or the FINRA Series 65 exam
  • Hard-working and eager to learn in a fast-paced, innovative environment
  • Motivated by eagerness to learn about new technology and financial techniques
  • Committed to intellectual integrity, transparency, and openness
  • Able to prioritize and optimize own workload as a function of unexpected events and existing parallel/serial workflows
  • Excellent problem solving, communication, and analytical skills
  • Expert Excel user and strong Microsoft Office skills
  • Experience with Bloomberg Port and/or Orion preferred
  • Ability to think independently and creatively approach data analysis and communicate complex ideas clearly
  • Working knowledge of equity markets, portfolio construction, tax optimization and portfolio risk analytics
  • Experience with portfolio optimizers and factor risk models
  • Team player with strong quantitative, analytical, communication, and organizational skills
  • Align with Vident core values of Inspired Collaboration, Honor & Authenticity, Inclusion & Humility, Exceptional Performance and Intellectual Curiosity
What we offer:
  • PTO plus 10 paid holidays
  • Flexible Working Benefits
  • Daily Paid Lunch for Onsite Employees
  • Onsite Gym Discount
  • Medical, Dental, Vision
  • EAP and Telehealth with Mental Health Support
  • Short and Long Term Disability
  • SIMPLE IRA with up to 3% Match
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