Vice President, Investment Operations

El Segundo

Permanent

USD100000 - USD220000

Investment Management

PR/530898_1739461354

Essential Duties & Responsibilities

Oversee investor onboarding, transfers, and account modifications.
Build and maintain strong stakeholder relationships, addressing inquiries and requests effectively.
Develop and refine processes to optimize efficiency and scalability.
Communicate key updates and insights to internal stakeholders, such as the sales team.
Set team goals, monitor performance, provide feedback, and lead team meetings to prioritize tasks and projects.
Collaborate with executive leadership to align with firm-wide strategic objectives.
Manage the preparation and distribution of fund communications, including quarterly reports, account statements, and tax packages.
Ensure all external communications meet regulatory standards and best practices.
Oversee fund onboarding at major custodians (e.g., Schwab, Fidelity, Pershing, CNB, RBC, Inspira).
Maintain relationships with fund administrators and vendors, conducting regular performance reviews and service evaluations.
Identify and implement technology-driven solutions to enhance investor experience and streamline operations.
Actively participate in the Salesforce Committee, contributing to the development and maintenance of investor onboarding platforms and portals.
Manage the Investor Relations project timeline, ensuring timely execution of deliverables and strategic initiatives.

Experience

Minimum of seven years in Investor Services, Advisor Services, or Investment Operations.
At least ten years of experience in Real Estate and/or Financial Services.
Strong understanding of regulatory, compliance, and legal considerations in investment operations preferred.
Experience working with registered representatives, wirehouses, broker-dealers, RIAs, and investors.
Bachelor's degree in Business Administration, Finance, or a related field preferred but not required.
Series 7 or IRC certification is a plus.

FAQs

I have applied for a role, what happens next?

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.

This role doesn’t 100% suit my next professional move, can you help?

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.

That's why we recommend registering your resume so you can be considered for roles that have yet to be created.

Can you help with resume preparation, interviews, and offer negotiation?

Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.