Job Tittle: Investment Operations Specialist. Duration: 6 Months of Contract with Possible Extension. Location: Milwaukee, WI 53212. Hybrid: 3 days per week in office required (not expected to return to office full time). Working Hours. 8-4:30pm CST. FTE conversion expected for this role. TOP REQUIREMENTS. Project Management Fundamentals. Ability to assist in planning, organizing, and tracking deliverables for new initiatives. Process Documentati...
Immediate need for a talented. Investment Operations Specialist. This is a. 06 Months Contract. opportunity with long-term potential and is located in. Milwaukee, Wisconsin (Hybrid). Please review the job description below and contact me ASAP if you are interested. Job ID:25-94645. Pay Range: $21 - $22.55/hour. Employee benefits include, but are not limited to, health insurance (medical, dental, vision), 401(k) plan, and paid sick leave (dependin...
At. Legacy Capital Group. we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future and the promise of legacy for generations to come. Our team is looking for an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an. I...
Investment Operations Specialist. WHO ARE WE LOOKING FOR. . We are looking for an Investment Operations Specialist. This role plays an integral part in supporting various processes that facilitate conversion plans that onboard to our client’s platform. In this role, you will collaborate cross-functionally with internal stakeholders to enhance the onboarding experience, and provide exceptional service to plan sponsors. . WHAT WILL YOU BE DOING. . ...
Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Investment Strategy Team. In this role, you will be an indispensable resource at the operational center of the Vise investment process. You will apply your financial services experience to learn and understand Vise established internal workflows and offer an entrepreneurial and problem-solving mindset to implement and improve the Vi...
Job Title. Investment Operations Specialist. Location. Pittsburgh, PA (On-Site). Compensation. Flexible, Commensurate with Experience. Industry. Financial Services / Investment Management. Employment Type. Full-Time. A well-respected financial services firm is looking for a highly detail-oriented and experienced Investment Operations Specialist to join their growing team. This individual will play a key role in supporting the day-to-day operation...
Position Title. Senior Operations Associate – Wealth Management. Summary. Our client is seeking a full-time Senior Operations Associate with at least 7 years of investment operations experience to join the team in Melville, NY. This is an in-office role supporting their growing SEC-registered RIA. Ideal candidates will bring steady tenure, strong attention to detail, and relevant FINRA licensing. Salary. $75,000–$85,000 base discretionary bonus b...
Position Overview. Employer. DWS Group. Title. Analyst – Investment Operations. Location. Jacksonville, Florida. Job Code. About DWS. Today, markets face a whole new set of pressures – but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportuni...
Vise, a technology driven Investment Advisor is seeking an experienced Investment Operations Specialist to join our Investment Strategy Team. In this role, you will be an indispensable resource at the operational center of the Vise investment process. You will apply your financial services experience to learn and understand Vise established internal workflows and offer an entrepreneurial and problem-solving mindset to implement and improve the Vi...
Gradient Financial Group is a leading financial services company that includes twelve unique entities doing business throughout the country. We’re seeking an energetic crew member for the Investment Operations Specialist with Gradient Investments. Gradient Investments is an independent, SEC registered investment advisor firm. It’s time to take your career to a higher altitude with the Gradient Financial Group. Visit https://www.careers.gradientfi...
Russell Tobin's client a financial company is hiring an. Investment Operations Specialist. in Milwaukee, WI. Job Title: Investment Operations Specialist. Pay Rate. $20 - $22.56/hr. Schedule. Monday–Friday, 8:00 AM–4:30 PM CST. Location. Milwaukee, WI 53212. Onsite Requirement. Hybrid — 3 days per week onsite. Conversion. FTE conversion expected for this role. Must-Have Qualifications. Project Management Fundamentals. Experience assisting with pla...
Responsibilities. Kforce has a client in Milwaukee, WI that is seeking an Investment Operations Specialist. Responsibilities. Performs a variety of operational duties within an assigned area of Investment Operations. Researches and resolves operational and/or accounting exceptions, some of which may involve extensive review. Interfaces with Investment and other internal personnel to resolve issues and ensure efficient service to customers. Ensure...
