Investment Operations Manager jobs in United States
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Claire Myers Consulting · 6 days ago

Investment Operations Manager

positionFort Wayne, IN
timeFull-time
remoteOnsite
senioritySenior Level
date7+ years exp

Claire Myers Consulting is a nationally recognized wealth management firm serving high-net-worth clients. They are seeking an Investment Operations Manager to oversee all aspects of investment operations and strengthen the systems that support their continued growth.

ConsultingHuman ResourcesRecruiting

Responsibilities

Oversee daily investment operations including trading, model management, and portfolio rebalancing
Ensure timely and accurate processing of client transactions, account openings, and transfers
Build and maintain workflows that enhance efficiency, scalability, and risk management
Manage and mentor investment operations staff; set clear expectations and provide ongoing training
Evaluate and implement improvements to systems, trading platforms, and reporting tools
Partner with compliance to ensure all investment activity aligns with regulatory and internal standards
Support advisors with operational needs related to client portfolios and investment reporting
Collaborate across departments to ensure cohesive and consistent client service

Qualification

Investment operations experienceInvestment productsLeadership experienceSeries 7 certificationSeries 63 certificationAnalytical skillsRelationship managementProblem-solving skillsOrganizational skillsInterpersonal skillsCommunication skillsDetail-oriented

Required

Bachelor's degree in Finance, Business, Accounting, or related field
7+ years of experience in investment operations, trading, or portfolio management support
Series 7 and Series 63 required
Proven leadership experience managing teams
Strong knowledge of investment products, trading platforms, and custodial processes
Excellent problem-solving, organizational, and analytical skills
Familiarity with compliance, risk management, and regulatory standards within wealth management
Detail-oriented, team-driven, and committed to operational excellence
Exceptional interpersonal, communication and relationship management skills

Preferred

Familiarity with alternative asset (Private Equity/Private Credit) management is a plus

Benefits

Comprehensive health, dental, vision, and retirement benefits
Performance-based bonus opportunity

Company

Claire Myers Consulting

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Claire Myers Consulting offers HR services, including talent acquisition, coaching, and consulting for SMBs.
dateFounded in 2017
location
Sonoma, California, USA
people-size2-10 employees
web-link
http://www.clairemyersconsulting.com

Funding

Current Stage
Early Stage

Leadership Team

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Claire M. Vitale
Founder
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Company data provided by crunchbase