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Lead - Advisor is a consulting and search firm specializing in wealth management. This role is for a client firm.
Role Profile:
Our wealth management client in Indianapolis is seeking an Investment Operations Associate. The Investment Operations Associate will be responsible for a wide variety of the financial planning and investment management services we provide for our clients. In collaboration with our Wealth Management Advisor and other team members, this individual will focus on investment services including: developing and implementing asset allocation strategies, executing trades, analyzing investments, monitoring holdings, and processing asset transfers. This role will also assist with corresponding with clients to handle investment service questions and preparing reports for client and prospect meetings.
Investment Account Responsibilities:
investment accounts
Presentation and Client Reviews:
Client Service:
Qualifications:
operations including trading experience, ability to process personal securities transactions, and client
communication experience required
Location: 5x a week in office
Lead-Advisor, LLC is a Wealth Management Consulting and Search Firm. We help Fortune 500 firms, independent RIAs and solo-practitioners identify talent for their hiring needs. We help wealth management professionals upgrade their careers and find new opportunities.
For more information or additional career resources, please visit www.lead-advisor.com.
Job Type: Full-time
Pay: $60,000.00 - $70,000.00 per year
Benefits:
Schedule:
Work setting:
Work Location: In person
Full Time
$97k-146k (estimate)
01/26/2024
05/14/2024
The job skills required for Investment Operations Associate include Analysis, Investment Management, Asset Allocation, Trading, Wealth Management, Client Service, etc. Having related job skills and expertise will give you an advantage when applying to be an Investment Operations Associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Investment Operations Associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Investment Operations Associate positions, which can be used as a reference in future career path planning. As an Investment Operations Associate, it can be promoted into senior positions as an Investment Portfolio Manager, Sr. that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Investment Operations Associate. You can explore the career advancement for an Investment Operations Associate below and select your interested title to get hiring information.