Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Investment Operations Associate supports a growing wealth management practice by managing investment operations and client onboarding to ensure high-quality service.
Responsibilities and impact
The role involves overseeing investment account opening, client onboarding, executing trades, handling money movements, assisting clients with account questions, and supporting investment strategies like rebalancing and tax loss harvesting.
Compensation and benefits
The salary range is $70,000 to $85,000 with a hybrid work schedule requiring two days in the office; no additional benefits are specified.
Experience and skills
Candidates need at least 2 years of investment industry experience, must hold a Series 7 license, and have strong attention to detail and organizational skills.
Work environment and culture
The position requires working in a hybrid environment with some in-office presence, emphasizing client service and operational excellence.
Company information
Lead Advisor is a wealth management recruiting and consulting firm representing a client wealth management practice based in Stamford, Fairfield County.
Team overview
The associate will work closely with the Director of Investment Operations and Senior Advisor within the client's practice.
Job location and travel
The job is located in Stamford, Fairfield County, with a hybrid schedule requiring two days per week in the office.
Unique job features
The role offers exposure to a variety of investment operations tasks and client interaction within a growing wealth management practice.
Company overview
Lead Advisor is a consulting firm specializing in providing strategic business advice and solutions to companies across various industries. They generate revenue through consulting fees, project management, and advisory services, focusing on enhancing operational efficiency, financial performance, and market positioning for their clients. Founded by industry veterans, the company has a history of delivering high-impact results and fostering long-term client relationships. Notable for its data-driven approach and innovative methodologies, Lead Advisor has established itself as a trusted partner for businesses seeking sustainable growth and competitive advantage.
How to land this job
Position your resume to highlight your 2+ years of investment industry experience and emphasize your Series 7 certification, as these are key qualifications for the Investment Operations Associate role at Lead Advisor.
Focus on detailing your expertise in client onboarding, investment account opening processes, and managing trading operations, showcasing your ability to deliver world-class service and operational accuracy.
Apply through multiple channels including Lead Advisor's corporate careers page at jobs.lead-advisor.com and LinkedIn to maximize your application visibility and chances of being noticed.
Connect with current employees in the investment operations or wealth management divisions at Lead Advisor on LinkedIn; start conversations by commenting on recent company news or asking about their experience working with the Director of Investment Operations.
Optimize your resume for ATS by incorporating keywords from the job description such as 'client onboarding,' 'investment account opening,' 'Series 7,' 'trading operations,' and 'investment research' to ensure your resume passes initial screenings.
Use Jennie Johnson's Power Apply feature to automate tailored applications across multiple platforms and identify relevant LinkedIn contacts, allowing you to focus your energy on preparing for interviews and networking effectively.
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