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Investments Operations Manager Jobs (NOW HIRING)

Savvy Wealth

Brokerage Operations Manager

Manhattan, NY · On-site

$150 - $200/hr

Savvy is a registered investment advisor (RIA), and we partner with experienced financial advisors ... The Brokerage Operations Manager will own day‑to‑day operations for Savvy's broker‑dealer ...

Chemours International Operations Sàrl

$150 - $200/hr

Chemours is seeking an Operations Manager to join our growing team. This position will be available ... investments and improve performance in aging, corrosive, abrasive, or otherwise challenging ...

Socket.dev

Credit Operations Manager

Manhattan, NY · On-site

$150 - $200/hr

The ideal candidate will have 5-8 years of experience in credit investment operations and will ... Liquidity & Facility Management * Oversee daily liquidity across multiple funds, including ABL ...

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How much do investments operations manager jobs pay per year?

As of Sep 9, 2026, the average yearly pay for investments operations manager in the United States is $63,456.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,000.00 and $77,500.00 per year, depending on experience, location, and employer.

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Investment Operations Associate

Brookfield, WI • On-site

Prescient Financial Solutions
See more jobs at Prescient Financial Solutionsexternal

Other

Posted 3 days ago

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Job description

Reports To: Director of Investment Operations


Job Description: Investment Operations Associate


The Investment Operations Associate plays a critical role in supporting the firm's investment operations, account administration, and client service functions. This individual is responsible for ensuring the accurate and timely execution of operational processes, maintaining strong custodian and advisor relationships, and contributing to a seamless client experience. The ideal candidate is detail-oriented, highly organized, and thrives in a fast-paced environment where accuracy, accountability, and follow-through are essential.


Key Responsibilities

·      Process and monitor account openings, transfers, rollovers, and account maintenance requests.

·      Coordinate account servicing requests, including beneficiary updates, distributions, banking changes, and other operational transactions.

·      Serve as a primary liaison with custodians and internal teams to resolve operational issues and ensure timely completion of requests.

·      Review documentation for accuracy, completeness, and compliance with firm and custodian requirements.

·      Monitor workflow queues, service requests, and outstanding items to ensure deadlines and service standards are consistently met.

·      Support portfolio implementation, trading, and rebalancing activities as directed by the investment team.

·      Assist with account reconciliation, reporting, and operational quality control procedures.

·      Maintain accurate client records and activity tracking within CRM and custodial systems.

·      Proactively identify operational inefficiencies and recommend process improvements to enhance scalability and client service.

·      Take ownership of assigned requests from initiation through completion, providing timely updates to advisors and team members as needed.

Qualifications / Requirements

·      Bachelor's degree preferred or equivalent industry experience.

·      FINRA Series 7 and Series 63 (or Series 66)

·      2+ years of experience in financial services, investment operations, client service, or a related field preferred.

·      Experience working with custodial platforms, CRM systems, and financial technology tools preferred.

·      Strong proficiency in Microsoft Office Suite, particularly Excel and Outlook.

Key Skills & Attributes

·      Attention to Detail: Produces consistently accurate work and maintains high quality standards.

·      Organization & Prioritization: Effectively manages multiple tasks and deadlines.

·      Problem Solving: Proactively identifies issues and follows through to resolution.

·      Client Service Orientation: Delivers responsive, professional support to clients and advisors.

·      Communication: Communicates clearly and effectively with internal and external stakeholders.

·      Accountability: Takes ownership of responsibilities and follows through on commitments.

·      Adaptability: Remains flexible and effective in a changing environment.

·      Continuous Improvement: Seeks opportunities to enhance processes and operational efficiency.


Key Performance Indicators (KPIs)

·      Accuracy rate of deliverables (target: 98%+).

·      Timeliness of account setup, transfers, and service requests.

·      Successful completion of operational workflows within established service standards.

·      Quality and accuracy of CRM records and documentation.

·      Client and advisor satisfaction.

·      Operational efficiency improvements and process enhancement contributions.

·      Compliance with firm policies, procedures, and regulatory requirements.

Growth Path

·      Senior Investment Operations Associate

·      Lead Investment Operations Associate

·      Investment Operations Manager

·      Director of Investment Operations

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