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Senior Investment Operations Associate information

What are the primary responsibilities of a senior investment operations associate?

A Senior Investment Operations Associate oversees and manages the daily operational processes related to investment portfolios, such as trade settlements, reconciliations, and reporting. They ensure accuracy in transaction processing, monitor compliance with regulatory standards, and work closely with portfolio managers, custodians, and other stakeholders. Additionally, they may help implement process improvements, resolve discrepancies, and support audit and risk management activities within the investment operations team.

What are the key skills and qualifications needed to thrive as a senior investment operations associate?

To excel as a Senior Investment Operations Associate, you need a solid background in finance or accounting, strong analytical skills, and several years of experience in investment operations. Familiarity with portfolio management systems, trade settlement platforms, and industry regulations like SEC and FINRA is typically required, along with proficiency in Excel or similar data analysis tools. Attention to detail, problem-solving abilities, and effective communication are vital soft skills for managing complex transactions and collaborating with internal and external stakeholders. These competencies ensure accurate trade processing, regulatory compliance, and smooth investment operations, which are critical for minimizing risk and supporting business objectives.

How does a senior investment operations associate typically collaborate with portfolio managers and compliance teams?

As a Senior Investment Operations Associate, you'll play a crucial liaison role between portfolio managers and compliance teams. You'll facilitate timely settlement of trades, ensure accurate portfolio accounting, and help implement compliance checks to adhere to regulatory standards. Regular communication with portfolio managers is essential to resolve discrepancies, while you’ll work closely with compliance teams to address any potential operational risks. This collaborative environment ensures seamless investment operations and minimizes errors across the investment lifecycle.

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For Senior Investment Operations Associate jobs in Tennessee, the most frequently searched job titles are:

What job categories do people searching Senior Investment Operations Associate jobs in Tennessee look for?

The top searched job categories for Senior Investment Operations Associate jobs in Tennessee are:

What cities in Tennessee are hiring for Senior Investment Operations Associate jobs?

Cities in Tennessee with the most Senior Investment Operations Associate job openings:

Senior Investment Operations Associate jobs near you
Infographic showing various Senior Investment Operations Associate job openings in Tennessee as of August 2026, with employment types broken down into 84% Full Time, 12% Part Time, 1% Temporary, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution.

Associate Manager, CX Workforce Operations

Warby Parker

Nashville, TN

Full-time

Re-posted 19 days ago

Warby Parker rating

7.3

Company rating: 7.3 out of 10

Based on 98 frontline employees who took The Breakroom Quiz

8th of 40 rated optical retailers

Job description

Warby Parker is on the lookout for an Associate Manager, CX Workforce Operations to elevate our best-in-class customer experience workforce operations. In this role, you will own workforce management analytics, support the Partner performance governance function, and serve as a primary driver of CRM routing design and testing. You will combine deep operational expertise with a rigorous analytical mindset to build smarter system routing, stronger partner relationships, and better outcomes for both agents and customers.

What you'll do:

  • Collaborate with Senior Manager, External Partnerships, to collect, categorize, and track performance feedback for partner teams, maintaining visibility into individual and team-level trends and surfacing issues that require leader intervention
  • Lead regular performance review cadences with partner leadership by presenting data-backed insights and identifying areas for improvement
  • Evaluate the effectiveness of partner workflows and training initiatives, proactively identify opportunities to improve workflows and performance structures
  • Collaborate with the Manager, CX Workforce Management to monitor interaction volume and real-time staffing to maximize service levels
  • Produce regular performance metric reports and advisor productivity analyses to ensure leadership has reliable data
  • Define and document CRM routing rules to ensure logic reflects current skill sets and customer experience priorities
  • Design a regular cadence of routing rule testing to validate performance and drive improvements in first-contact resolution

Who you are:

  • Strong analytical thinker who is comfortable working with large datasets and identifying performance trends
  • Experienced with workforce management and CRM platforms like Aspect, Salesforce, or AWS Connect
  • Skilled communicator able to engage confidently with internal leadership and partner operations teams
  • Proactive and solutions-oriented professional with a track record of identifying and resolving operational opportunities
  • Highly organized individual capable of managing multiple reporting cycles and testing cadences simultaneously
  • Backed by 3+ years of professional experience in customer service operations and performance analytics

Extra credit:

  • Hands-on experience with Aspect and AWS tools
  • Experience collaborating with Voice of the Customer teams to align qualitative insights with quantitative metrics
  • Background in managing external partner relationships or vendor management

What Warby Parker employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Warby Parker

Sourced by ZipRecruiter

Warby Parker was founded with a mission: to inspire and impact the world with vision, purpose, and style. We're constantly asking ourselves how we can do more and make a greater impact, and that starts by reimagining everything that a company and industry can be. We want to demonstrate that a business can scale while doing good in the world, without charging a premium for it. And we've learned that it takes creativity, empathy, and innovation to achieve that goal. Since the day we launched in 2010, we've pioneered ideas, designed products, and developed technologies that help people see. We offer everything you need for happier eyes at a price that leaves you with money in your pocket, from designer-quality glasses and contacts to eye exams and vision tests, and you can meet us online, at our stores, or even in your home. Wherever and whenever you need it, we're there to make exceptional vision care simple and accessible. (Delightful, too.) Ultimately, we believe in vision for all, which is why for every pair of glasses or sunglasses we sell, a pair of glasses is distributed to someone in need through our Buy a Pair, Give a Pair program.

Industry

Apparel and accessories stores

Company size

501 - 1,000 Employees

Headquarters location

New York, NY, US

Year founded

2009

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