What are the responsibilities and job description for the Operations Associate position at Brookstone Capital Management?
Company Overview:
Brookstone Capital Management, a rapidly growing national Turnkey Asset Management Platform (TAMP) with over $12B in Assets Under Management (AUM), provides personalized and comprehensive wealth management services to over 700 Advisors and 50,000 clients. Brookstone have been one of the fastest-growing TAMPs in the country since its inception by providing a comprehensive, and flexible open-architecture platform. Brookstone has found success by being laser-focused on providing an all-inclusive support system that will help Advisors start, build, and grow their Advisory businesses. We are experiencing hyper growth and looking to add talented people across numerous teams.
Position Overview:
With such rapid growth, we are looking to fill multiple Operational roles on various teams including Advisor Services, New Business, Processing, Trading Ops, Advisory Fee Billing, and Finance. The successful candidates will be high-energy, team-oriented, collaborative individuals who support the needs of the firm's Investment Advisers and their clients. Must be able to successfully operate as a hands-on contributor in a fast-paced, team-oriented, and deadline-sensitive environment.
Essential Duties & Responsibilities:
- Member of a team proactively facilitating the service and support for over 700 Advisers and 50,000 clients while understanding the life cycle of each Adviser's business and helping them be as successful as possible
- Support Advisor needs including Account Opening, New Business, Trading, Allocation Changes, Portfolio Reporting, Financial Planning, Performance Reporting, Advisory Fee Billing, Investments, and other tasks depending on the team you are assigned
- Working with Advisers, multiple internal teams, and outside strategic partners including Schwab and Fidelity
- Proactively providing high-touch red-carpet Service and Support to Advisers and their firms
- Able to work both, independently and collaboratively
- Performs other related duties as assigned
Qualifications & Competencies:
- Bachelor's degree in Finance, Economics or related field from a four-year college
- 3 years of experience in a Financial Services firm preferred.
- Able to work both as an individual contributor and as a collaborative team member in a fast-paced work environment
- Possesses superior analytical skills
- Exceptional Relationship and Client Service skills
- Strong verbal and written communication skills
- Superior inter-personal skills and decision-making judgment
- Self-motivated, detail-oriented, and organized
- Proficient in Microsoft product suite (Word, Outlook, Excel, PowerPoint)
- Strong Excel skills a plus
Why Join Us:
At Brookstone Capital Management, we offer a collaborative work environment where innovation is encouraged, and your ideas are valued. Join us in making a lasting impact on the future of individuals by helping them attain their financial goals and personal dreams. We offer competitive compensation, benefits, and opportunities for professional growth.
Position: Full-time
Location: Wheaton, IL (100% work in office - not a remote/hybrid position)
Benefits: Medical, Dental, Vision, 401(k) w/match, Life, and PTO (paid vacation, sick, and personal time off)