Wealth Operations and Investor Services Manager - Hybrid
$135k - $175kMacquarie Global Services
A global financial services firm is seeking a Manager, Wealth Operations and Investor Services. This role involves supporting Alternative Investment products, managing client inquiries, and enhancing operational procedures. Candidates should hold a Bachelor's degree, preferably in Accounting or Finance, and have a minimum of 5 years of experience in fund operations. The position offers a hybrid working schedule, a competitive salary ranging from $135,000 to $175,000, and numerous employee benefits including generous parental leave and health insurance. #J-18808-Ljbffr Macquarie Global Services
$135k - $175k
Wealth Operations and Investor Services Associate Location: New York What role will you play? As an associate... ...you will be a key member of the Fund Management team supporting Alternative... ...subscription Recognition and service awards Hybrid and flexible working arrangements,...OperationsTemporary workWork from homeFlexible hours- As a leading financial services and healthcare... ...technology. Job Description Investor Services Supervisor Location... ...: Kansas City, MO - Hybrid/Remote Get to Know... ...messages from upper management to the team and vice versa... ...of transfer agency operations policies, procedures and...OperationsCasual workRemote workFlexible hours
$23 - $28 per hour
A leading alternative investment manager in New York is seeking an Investor Operations Co-op Coordinator to support a high-performing team. Responsibilities include... ..., and currently enrolled in a BS/BA program. This hybrid position offers competitive compensation ranging...OperationsHourly pay- ...Financial Corporation is seeking an Investor Services Analyst I to assist with operations related to alternative... ...involves onboarding new investors, managing requests, and processing communication... ...Pennsylvania, the position offers a hybrid work environment and is ideal for...Operations
$150k - $200k
...Investor Services Analyst About the Opportunity A leading... ...platform within the wealth channel. This is a... ...experience while supporting operational workflows across the... ...and maintenance Manage client inquiries,... ...Location: New York, NY (Hybrid) Compensation: $15...OperationsFlexible hours- A leading financial services and healthcare technology company is seeking an Investor Services Supervisor located in Kansas City, MO, offering a hybrid work model. The role entails overseeing a team of contact center representatives, emphasizing client satisfaction and...Remote jobFlexible hours
- A leading financial services firm is seeking an Investor Services Supervisor to lead a team... ...facilitating communication between management and staff, and ensuring adherence to operational standards. Candidates... .... The position offers a hybrid work model, emphasizing work...Remote job
- A leading financial services and healthcare technology company is looking for an Investor Services Supervisor to lead and develop... ...effective communication with management. Candidates should have a bachelor... ...skills. The position offers a hybrid work model with various...Remote jobFlexible hours
- A leading financial services and healthcare technology firm is seeking an Investor Services Supervisor to manage a team of contact center representatives. The role involves monitoring... ...financial services. The position offers a hybrid work model and includes benefits such as 4...Remote job
$70k - $90k
...significant risk, workforce, wealth management and retirement challenges... ...& Casualty. We are a retail operation for affluent and wealthy individuals... ...targets. This is a servicing, not a sales (new production... ...NYC, Wall Street office on a hybrid work schedule. We will consider...OperationsWork at officeRemote work$70k - $90k
...significant risk, workforce, wealth management and retirement challenges... ...& Casualty. We are a retail operation for affluent and wealthy individuals... ..., PA office with a hybrid work schedule from either. We... ...line experience which includes servicing. Personal Lines/PCG...OperationsWork at officeRemote work$115k - $135k
Quantinno Capital Management in New York City is seeking a Client Service Associate to support a dedicated... ..., ensuring seamless operational relationships and high-... ...2+ years in private wealth management, with strong... ...additional benefits and a 4:1 hybrid work model. #J-18808-...OperationsWork at office$70k - $80k
Focus Partners Wealth in New York seeks a Client Service Specialist to join their team. The role requires 3+ years... ...clients. Responsibilities include managing client requests, communication with... ...tracking. The position offers a hybrid schedule, combining in-office and remote...Work at officeRemote work$81k - $125k
...significant risk, workforce, wealth management and retirement challenges... ...& Casualty. We are a retail operation for affluent and wealthy individuals... ...offer the flexibility of a hybrid work schedule of at least 2... ...with established PCG/HNW servicing or related experience, but...OperationsRemote jobFull timeImmediate startWork from homeShift work2 days per week- Critical Systems Service Account Manager (Hybrid) Join to apply for the Critical Systems Service Account Manager (Hybrid) role at Carrier About... ...individual that will “Own the Relationship” between service operations and the data center hyperscale and colocation clients....Operations
$70.9k - $159.9k
SAP Academy for Services & Consulting - Success Plan Manager - Newtown Square PA (Hybrid) Success Plan Manager position within SAP Academy for Services & Consulting,... ...accommodation or assistance, contact Recruiting Operations Team: ****@*****.***. #J-18808-Ljbffr SAP SEOperationsWork at officeRelocation packageFlexible hours3 days per week- U.S. Bank is seeking an experienced Private Wealth Advisor in New York, NY to manage and grow high net worth client relationships. The role involves building... ...such as CFA or CFP is preferred. The position offers a hybrid work model and a comprehensive benefits package. #J-188...
$85k - $145k
Mercer Advisors in Oklahoma is seeking a Wealth Advisor to deepen client relationships and grow their practice through referrals. The ideal... ...and communication of financial solutions. The position offers a hybrid work schedule and a base pay range of $85,000 - $145,000 USD,...$200k - $250k
MY Wealth Planers is looking for a Lead Advisor to manage financial planning and investment for clients. This role emphasizes strong relationships, strategic alignment... ...along with CFP® certification. The firm offers a hybrid work model, with 4 days in-office and 1 day remote,...Work at officeRemote work$10k
...worth individuals. We help investors avoid financial loss and... ...standard for crypto asset wealth consulting. To achieve this... ...Members receive best‑in‑class service, renew, and continue their... ..., and some fulfillment operations. You’ll hire and manage a team of A‑players,...OperationsRemote workMonday to Friday$90k - $110k
...City is seeking an experienced Executive Assistant to support the Investor Relations team. This hybrid role involves administrative tasks, managing communications, and providing exceptional customer service. The ideal candidate possesses a Bachelor's degree and has 2-4...$23 - $28 per hour
A financial services firm in New York is seeking an Investor Operations Co-op Coordinator to enhance their team. The role involves managing outbound investor communications, maintaining CRM data... ...and a willingness to learn. This hybrid position requires four days in the...OperationsHourly payWork at office- ...LoanCare, LLC is seeking an Investor Accounting Custodial Reconciliation Analyst III to manage complex custodial reconciliations... ...of Lender Processing Services. The position offers benefits... ...ensuring effective financial operations within LoanCare's growing team...OperationsRemote workWork from homeFlexible hours
$115k - $125k
Neuberger Berman is seeking a Client Service Operations Manager in their New York office. The role involves overseeing client servicing operations... .... The ideal candidate will have over 10 years in private wealth management operations and must hold a Bachelor’s degree. Compensation...OperationsWork at office$23 - $28 per hour
...Audax Group is seeking an Investor Operations Co-op Coordinator based in... ...and internally with senior management. The Coordinator will handle... ...Location: New York, NY Work hybrid: 4 days/week in the office... ...donation match; family support services; and a 401(k) plan, among...OperationsHourly payWork at office- ...with leading North American wealth management firms and family office... ...Director, Channel Marketing & Investor Growth is responsible for building... ...campaign thinking with operational execution, automation,... ...of experience in: Financial services marketing, Wealth management...OperationsWork at officeRemote work
- Esquire Deposition Solutions, LLC is seeking an Operations Manager in New York, NY. This pivotal role involves delivering service excellence and fostering a high-performing... ...Office are preferred. The position offers a hybrid work environment focused on collaboration and...OperationsWork at office
- A leading financial services firm based in New York is looking for an Associate to manage investor-driven data requests and ensure high-quality portfolio analytics. The ideal... ...various departments. This role supports a hybrid work culture, focusing on collaboration and excellence...
- A leading staffing firm is partnering with an asset management firm in New York to find an Investor Relations Associate. This role involves supporting fundraising... ...years of experience in Investor Relations or Private Wealth management and be comfortable interacting with senior...Work at office
- U.S. Bank is seeking a Private Wealth Management professional in New York, NY to develop and manage... ...Responsibilities include providing high-level customer service and ensuring compliance with banking regulations. The position offers a hybrid schedule, emphasizing both in-office and...Work at officeFlexible hours
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