JOB OVERVIEW. The Supervisor, Investment Operations provides guidance and oversees the Investment Operations teams which can include, Public Investments, Real Estate, Private Debt, Private Equity, Gold Level Service, Institutional Investments, Training, and Investment Loggers. Works closely with Team Leads to ensure the team members are meeting both team and individual expectations. Cultivates positivity about the Company and supports initiatives...
This position is based out of our Dallas, TX office but eligible for a hybrid remote schedule. JOB OVERVIEW. The ETC Brokerage Operations Associate role provides institutional broker dealer operations support. This entails client onboarding, asset movement, trade settlement, and establishment and servicing of investment accounts. The role includes a multitude of processing functions from the opening of an account to the transfer of assets, deposi...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
This position is located in our Westlake, OH office and is eligible for a hybrid schedule after 90 days (2 days remote). JOB OVERVIEW. The Dedicated Operations Associate handles all applicable client requests including, but not limited to, new accounts, incoming and outgoing transfers, purchases, sales, distributions, and file maintenance requests accurately, efficiently and in accordance with documented processes and procedures. Develops and enh...
JOB OVERVIEW. The Business Development Trainer performs technical/financial training for the Private Client Group, Enterprise, Institutional, and other business development groups, which includes new hire training, ongoing skills training, individual and group coaching, system enhancement training, and training on legislative changes. Collaborates with management and business unit teams to identify opportunities for operational efficiency and pro...
This position is located in our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW. The Marketing/Lead Support Specialist is responsible for all lead support activities within Marketing and Sales. Duties include but are not limited to lead assignment/distribution, data cleanup, reporting, and data communication. Also supports the Digital Marketing Manager with the management of our online marketplace...
. This position is based in our Westlake, OH location and is eligible for a hybrid schedule after probationary period. JOB OVERVIEW. The Institutional Client Success Manager (CSM) effectively manages and supports Equity Trust Company’s (ETC) high value, Institutional clients. Delivers a next-generation client success experience by blending education (ETC policies, procedures, and online tools/resources) with an exceptional client experience, that...
This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEW. The Paralegal supports the legal department by logging, researching, analyzing, and responding to internal and external client and third-party concerns and document requests. In this role, you will also assist counsel with projects, organizing and recordkeeping of complaints and litigation, and day-to-day administrative tasks. RESPONSIBILI...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
This position is located in our Dallas, TX office but eligible for a hybrid remote schedule. JOB OVERVIEW. The EAS Onboarding Relationship Manager is responsible for coordinating and executing successful new Advisor, Third Party Manager and Broker Dealer transitions onto the EAS platform. The Onboarding Relationship Manager will partner with the Business Development Manager, EAS Product Development Team, Operations Manager, and a Relationship Man...
When you work at Equity Trust, there is never a dull moment. You get to be a part of a dynamic, innovative, and collaborative team dedicated to providing a superior client experience and driven by performance. Our culture of learning and growth encourages our teams to challenge the status quo and break through ceilings to establish new standards for our industry. For all our associates, the journey is both challenging and rewarding, and we embrac...
This position is based out of our Sioux Falls, SD or Westlake, OH office and is eligible for a hybrid schedule. JOB OVERVIEW. The Analyst - Vendor Management, Governance and Risk serves as a key support role in the operations of the Company’s governance and enterprise-wide risk framework. Performs analytical and administrative responsibilities necessary to facilitate strategic vendor relationships within the policies established by the Vendor Man...
