Job description

Our Edina team is excited to add a Director of Investment Operations. We are looking for an individual who is excited to join a fast paced and rapidly growing practice. We need an individual who is detail-oriented, can easily prioritize in a high-volume environment, has a high enthusiasm for learning, and is an effective communicator.

The following responsibilities are some of the day-to-day operations of this fulfilling position:

• Complete, submit, and track account investment paperwork
• Track opening and funding of all investment accounts
• Trade accounts to allocation, manage additional contributions and distributions
• Facilitate the financial planning process working with clients and the lead Financial Advisor
• Communicate with clients to develop advisory plans and provide explanations of investment plans
• Manage service-related tasks for client investment accounts
• Participate in weekly and monthly team meetings to assess goals
• Run investment reports for client use or team use

Qualifications – Required

• Bachelor’s degree
• Series 6/63/7 & SIE or willing to obtain within 6 months of hire
• Ability to work with a high degree of accuracy in handling detailed work with high level of focus
• Strong organizational and time management skills with ability to set priorities and meet deadlines
• Ability to adapt to change, and identify process improvements
• Ability to maintain a high degree of confidentiality
• Efficient communicator with both clients and team members
• Interest in earning additional designations or licenses to continue growth over time

Qualifications – Recommended

• Past finance/investment account experience

Benefits

• 401(k) with match
• Health insurance, dental insurance, vision insurance (access to HSA, if applicable)
• Generous PTO with increasing scale over time
• Ability to work from home or office setting

Job Type: Full-time

Pay: $50,000.00 - $80,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Paid time off
• Retirement plan
• Vision insurance

Physical setting:

• Office

Schedule:

• 8 hour shift
• Monday to Friday

Application Question(s):

• Willing to complete a background check?

Education:

• Bachelor's (Preferred)

Experience:

• finance: 1 year (Preferred)

Work Location: In person

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