Job summary
Job post source
This job is directly from Open Systems Technologies
Job overview
The Investment Manager role at Open Systems Technologies focuses on client service and account management within asset management, impacting client onboarding and ongoing support.
Responsibilities and impact
The role involves coordinating client onboarding and account maintenance, managing client communications, supporting client inquiries, preparing client reports, and participating in projects to improve client service and operational efficiency.
Experience and skills
Candidates should have a banking or asset management background, prior experience as an investment manager, client-facing experience with advisors and clients, or extensive experience onboarding investment accounts; operations background is not desired.
Company overview
Open Systems Technologies (OST) is a technology consulting firm that specializes in providing IT staffing, consulting, and managed services. They generate revenue by offering tailored solutions to businesses in areas such as cloud computing, cybersecurity, and digital transformation. Founded in 1990, OST has built a reputation for delivering innovative and reliable technology solutions to a diverse range of industries. The company is known for its commitment to client success and its ability to adapt to the rapidly changing tech landscape.
How to land this job
Position your resume to highlight your background in banking or asset management, emphasizing any direct experience as an investment manager to align with Open Systems Technologies' preference.
Focus on showcasing client-facing experience, particularly interactions with advisors and high net worth clients, and emphasize skills in onboarding investment accounts if asset management experience is limited.
Apply through multiple channels including Open Systems Technologies' corporate careers page and LinkedIn to maximize your visibility and chances of being noticed.
Connect with professionals in the Global Client Group or related investment divisions at Open Systems Technologies on LinkedIn; use ice breakers like commenting on recent company initiatives or asking about client onboarding best practices to start conversations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'investment accounts,' 'client communications,' and 'client lifecycle management' to pass initial automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate application submissions, tailor your resume for each platform, and identify relevant LinkedIn contacts to network with, saving you time and increasing your chances of landing the role.
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