Investment Operations Manager, Customer Support

Overview

Role involves leading investment operations and mentoring a team to enhance customer support.

Ideal candidate should have 4+ years in investment operations with strong leadership and communication skills.

Locations

• United States, New York
• United States, California
• United States, Nevada

Requirements

• Bachelor's degree required
• 4+ years managing investment operations teams
• Deep knowledge of investment lifecycles
• Experience with portfolio accounting and reconciliation
• Exceptional communication skills
• High degree of organization
• Experience using Google Apps or MS Office
• Comfort with AI/ML technologies

Responsibilities

• Build and manage a high-performing team
• Partner cross-functionally with teams
• Serve as operational lead for support
• Drive AI/ML strategy
• Own and evolve service SOPs and KPIs
• Mentor and coach your team
• Contribute to product evolution
• Communicate clearly throughout the service lifecycle

Benefits

• Unlimited vacation
• Educational reimbursements
• Wellness reimbursements
• $0 cost employee insurance plans
• Company Stock Plan