Job summary
Job post source
This job is directly from Insigneo
Job overview
The Operations Manager at Insigneo leads client servicing operations, overseeing account management and asset movement to ensure compliance and efficient workflow.
Responsibilities and impact
The role involves supervising operations staff, approving account openings and asset transfers, handling client escalations, distributing workload, conducting meetings, and ensuring adherence to company policies and compliance regulations.
Experience and skills
Requires a bachelor's degree or equivalent experience, minimum five years in related work, FINRA licenses (7, 66, 24 or 9/10), knowledge of FINRA rules, financial products, multi-custodian platforms, compliance, and fluency in English and Spanish.
Company overview
Insigneo is a leading independent broker-dealer and registered investment advisor that specializes in providing financial services and solutions to international clients. The company generates revenue through advisory fees, brokerage commissions, and asset management services. Founded in 2017, Insigneo has rapidly grown by leveraging its robust technology platform and extensive network of financial advisors. The firm is headquartered in Miami, Florida, and is known for its client-centric approach, offering tailored investment strategies to meet the unique needs of high-net-worth individuals and institutions globally.
How to land this job
Position your resume to highlight your leadership in client servicing and operations management, emphasizing your experience with account opening, asset movement, and supervising teams to meet daily operational goals at Insigneo.
Focus on showcasing your knowledge of FINRA rules, multi-custodian platform management, and compliance with AML regulations, as well as your ability to handle escalations and ensure timely client service.
Apply through multiple channels including Insigneo's corporate careers page and LinkedIn to maximize your application visibility and follow up on your submissions.
Connect with current employees in Insigneo's operations or client servicing divisions on LinkedIn; start your message by complimenting their recent project or asking about their experience managing multi-custodian platforms to break the ice.
Optimize your resume for ATS by incorporating keywords such as 'FINRA License 7, 66, 24 or 9/10,' 'multi-custodian platform,' 'client servicing,' 'asset movement,' and 'compliance regulations' to ensure it passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored resume customization, find multiple application portals, and identify relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking effectively.
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