Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying ...
Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying ...
Accounting Intern
$15.50 - $19.50/hr
ACCOUNTING INTERN ABOUT WINDQUEST GROUP Windquest Group is a Michigan-based, privately held enterprise and private investment management firm with diversified operations in performance technology ...
New
Quick apply
Accounting Intern
$15.50 - $19.50/hr
ACCOUNTING INTERN ABOUT WINDQUEST GROUP Windquest Group is a Michigan-based, privately held enterprise and private investment management firm with diversified operations in performance technology ...
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Accounting Intern
Grand Rapids, MI · On-site
$15.50 - $19.50/hr
ACCOUNTING INTERN ABOUT WINDQUEST GROUP Windquest Group is a Michigan-based, privately held enterprise and private investment management firm with diversified operations in performance technology ...
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Accounting Intern
Grand Rapids, MI · On-site
$15.50 - $19.50/hr
ACCOUNTING INTERN ABOUT WINDQUEST GROUP Windquest Group is a Michigan-based, privately held enterprise and private investment management firm with diversified operations in performance technology ...
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Operations Manager
Livonia, MI · On-site
$18/hr
... that invests in your growth! Key Responsibilities * Participate in daily operations in a high ... volume , fast-paced restaurant. * Respond immediately and respectfully to guests' needs. * Assist ...
Quick apply
Operations Manager
Livonia, MI · On-site
$18/hr
... that invests in your growth! Key Responsibilities * Participate in daily operations in a high ... volume , fast-paced restaurant. * Respond immediately and respectfully to guests' needs. * Assist ...
Job Purpose Manages the accounting, operations, management reporting and financial analysis ... Manages the compilation and reconciliation of investment income, capital gain/losses and cash ...
Job Purpose Manages the accounting, operations, management reporting and financial analysis ... Manages the compilation and reconciliation of investment income, capital gain/losses and cash ...
Operations Manager
Livonia, MI · On-site
$18/hr
... that invests in your growth! Key Responsibilities * Participate in daily operations in a high ... volume , fast-paced restaurant. * Respond immediately and respectfully to guests' needs. * Assist ...
Operations Manager
Livonia, MI · On-site
$18/hr
... that invests in your growth! Key Responsibilities * Participate in daily operations in a high ... volume , fast-paced restaurant. * Respond immediately and respectfully to guests' needs. * Assist ...
Job Purpose Manages the accounting, operations, management reporting and financial analysis ... Manages the compilation and reconciliation of investment income, capital gain/losses and cash ...
Job Purpose Manages the accounting, operations, management reporting and financial analysis ... Manages the compilation and reconciliation of investment income, capital gain/losses and cash ...
Operations Director
Holland, MI · On-site
Operational and financial targets are achieved through a combination of disciplined execution, process improvement, and strategic investment aligned with business priorities. What You Bring A ...
Operations Director
Holland, MI · On-site
Operational and financial targets are achieved through a combination of disciplined execution, process improvement, and strategic investment aligned with business priorities. What You Bring A ...
Operations Director
Holland, MI · On-site
Operational and financial targets are achieved through a combination of disciplined execution, process improvement, and strategic investment aligned with business priorities. What You Bring A ...
Operations Director
Holland, MI · On-site
Operational and financial targets are achieved through a combination of disciplined execution, process improvement, and strategic investment aligned with business priorities. What You Bring A ...
Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support * Identify opportunities to deepen ...
Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support * Identify opportunities to deepen ...
Perform financial and operational analyses to support business decisions, projects, and strategic ... Analyze property, portfolio, project, and investment performance and identify key trends, risks ...
Perform financial and operational analyses to support business decisions, projects, and strategic ... Analyze property, portfolio, project, and investment performance and identify key trends, risks ...
Operations Manager
Whitehall, MI · On-site
$110K/yr
Operations Manager Responsibilities This position is responsible for providing leadership in ... Experience in the investment casting industry * Strong leadership skills and ability to engage and ...
Quick apply
Operations Manager
Whitehall, MI · On-site
$110K/yr
Operations Manager Responsibilities This position is responsible for providing leadership in ... Experience in the investment casting industry * Strong leadership skills and ability to engage and ...
Perform financial and operational analyses to support business decisions, projects, and strategic ... Analyze property, portfolio, project, and investment performance and identify key trends, risks ...
Perform financial and operational analyses to support business decisions, projects, and strategic ... Analyze property, portfolio, project, and investment performance and identify key trends, risks ...
... investment, operations, systems, financials, and the related control environment), joint ventures, statutory audits and ad hoc projects What You'll Do * Coordinate, monitor and analyze results ...
New
... investment, operations, systems, financials, and the related control environment), joint ventures, statutory audits and ad hoc projects What You'll Do * Coordinate, monitor and analyze results ...
New
Board and Commission Member Application About Boards & Commissions The Governor makes appointments to over 250 Boards and Commissions representing a broad range of areas and issues for the State of ...
Board and Commission Member Application About Boards & Commissions The Governor makes appointments to over 250 Boards and Commissions representing a broad range of areas and issues for the State of ...
Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support * Identify opportunities to deepen ...
Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support * Identify opportunities to deepen ...
Director, Strategy & Operations
Dearborn, MI · On-site
$120 - $210/hr
The position combines strategic planning, operational governance, and analytics accountability--establishing release rhythms, guiding investment decisions, improving delivery health, and identifying ...
Director, Strategy & Operations
Dearborn, MI · On-site
$120 - $210/hr
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Bloomfield, MI · On-site
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Senior Associate, Operations
Bloomfield, MI · On-site
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Managing Director, USA - Recycling
Detroit, MI · On-site
$250 - $350/hr
Privately owned and financially stable, the company is committed to long‑term investment, operational excellence, innovation, and sustainable growth while maintaining a people‑focused and ...
Managing Director, USA - Recycling
Detroit, MI · On-site
$250 - $350/hr
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Senior Associate, Operations
Bloomfield Hills, MI · Hybrid
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Senior Associate, Operations
Bloomfield Hills, MI · Hybrid
$80K - $90K/yr
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in ... The candidate will work specifically with the firm's operations team along with the rest of the ...
Investment Operations information
See Michigan salary details
$9.85 - $13.18
9% of jobs
$15.35 is the 25th percentile. Wages below this are outliers.
$13.18 - $16.51
24% of jobs
The median wage is $19.05 / hr.
$16.51 - $19.85
22% of jobs
$19.85 - $23.18
16% of jobs
$24.66 is the 75th percentile. Wages above this are outliers.
$23.18 - $26.51
9% of jobs
$26.51 - $29.85
7% of jobs
$29.85 - $33.18
4% of jobs
$33.18 - $36.51
4% of jobs
$36.51 - $39.85
3% of jobs
$39.85 - $43.18
1% of jobs
$43.18 - $46.51
0% of jobs
$9
$22
$46
How much do investment operations jobs pay per hour?
What are the key skills and qualifications needed to thrive in investment operations?
What is investment operations?
What are some common challenges faced in investment operations, and how can professionals effectively address them?
What is the salary of an investment operations career path?
What do you do in investment operations?
What is the difference between Investment Operations vs Fund Accountant?
| Aspect | Investment Operations | Fund Accountant |
|---|---|---|
| Primary Responsibilities | Oversees trade processing, settlement, data management, and compliance across investment portfolios. | Manages fund accounting, NAV calculations, and financial reporting for investment funds. |
| Required Skills & Certifications | Knowledge of investment processes, Excel, and industry regulations; certifications like CFA or CPA are common. | Strong accounting skills, familiarity with fund accounting software; CPA or equivalent often preferred. |
| Work Environment | Typically in asset management firms, hedge funds, or banks, focusing on operational efficiency. | Primarily in fund management companies, focusing on accurate financial reporting. |
While both roles support investment firms, Investment Operations has a broader scope covering trade processing and compliance, whereas Fund Accountants focus specifically on fund financials and NAV calculations. Both roles often require similar certifications and work in related environments, but their core functions differ in scope and daily tasks.

Investment Executive (Financial Advisor) Eastside Detroit Metro, MI
Detroit, MI • On-site
Full-time
Re-posted 4 days ago
Fifth Third Bank rating
7.5
Based on 113 frontline employees who took The Breakroom Quiz
105th of 170 rated banks
Job description
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Achieving sales goals while serving the clients' best interests.
- Plan and conduct individual and group coaching sessions with retail bank employees.
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
- Handle daily client needs and problems and prioritize and delegate tasks to resolve.
- Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
- Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
- Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
- Ability to delegate tasks and follow-through.
- Prepare necessary internal reports for sales tracking.
- Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
- Conduct internal and external seminars to focus on business development and growth.
- Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
- Serves as a coach and mentor for licensed bank employees.
- Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
- Guide and promote progress toward established goals for team.
- Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Prior Brokerage Industry Experience.
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
- Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
- Ability to motivate others in a team environment.
- Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
- Demonstrated ability to simplify and communicate complex financial concepts.
- Proven experience in building strong internal and external client relationships.
- Highly developed knowledge of the securities business, investment products and financial solutions.
- Highly developed sales and presentation skills.
- Travel required within assigned territory.
#LI-GO1
Investment Executive (Financial Advisor) Eastside Detroit Metro, MI
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: https://www.53.com/content/fifth-third/en/careers/benefits.html or by consulting with your talent acquisition partner.
LOCATION -- Clinton Township, Michigan 48038
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
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About Fifth Third Bank
Sourced by ZipRecruiter
Fifth Third Bank, National Association established in 1858, is a diversified financial services company headquartered in Cincinnati, Ohio. Fifth Third is among the largest money managers in the Midwest. It operates four main businesses: Commercial Banking, Branch Banking, Consumer Lending, and Wealth & Asset Management.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Cincinnati, OH, US
Year founded
1858