Investment Operations Careers

No Open Positions

Check back for open positions in the future!

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.

Responsibilities:

• 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

Qualifications:

• 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