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Investment Operations Associate

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Position Summary: Investment Operations Associate

Landmark Wealth Management Group is a leading wealth advisory and financial planning RIA with offices in MN, WI, and CA. The Investment Operations Associate role requires the ability to work in a fast paced, high volume office with the ability to multi-task. The position requires excellent computer skills using various programs and accuracy of transactions. The Investment Operations Associate is responsible for efficient trading across client accounts with accuracy. This is a full time salaried position with fringe benefits, including a 401k with match.


  • Trading of new client accounts to proper investment models
  • Processing money movement requests from the direction of advisory teams
  • Completing advisor trade requests
  • Ensure alignment with asset allocations and proper cash levels
  • Implementing model changes through the companies block account
  • Monitoring corporate actions such as dividends, bond maturities, and spin-offs
  • Trade Error Resolution
  • Provide Support to advisors to impact client retention
  • Complete reporting needs for management and compliance teams


  • BA/BS Degree
  • 0-5 years of experience
  • Fast learning, good work ethic, adaptable to a changing environment
  • Strong attention to detail, ability to multi-task
  • Experience with Tamarac, Morningstar, Microsoft Office or other investment software is preferred but not required