AVP Asset Management Operations

Company: Jobot
Location: Saint Petersburg
Posted on: June 26, 2025

Job Description:

This Jobot Job is hosted by: Amber Wood Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary: $80,000 - $100,000 per year A bit about us: We are a leading WealthTech platform and the industry advocate for independent financial advisors helping them succeed through powering the future of wealth management Why join us? Competitive Compensation Full Benefits Annual Bonus Growth Opportunities Collaborative Culture Job Details The roles primary functions within the Operations team include, but are not limited to, performing specific functions associated with the submission and execution of trade instructions provided by advisors and managers, assist with the set up and ongoing client account program selection on the TAMP, and participating in the duties related to the onboarding of new advisory firms and their clients. The Role will include working with 3rd party investment managers and interacting with their platform and conducting the needed workflows to enroll and service client accounts. The role will also include developing relationships with the various investment managers and service partners to foster a positive working relationship and identify opportunities for efficiencies. The role will include participation in creating and developing new workflows and procedures as needed. The role will also include working with the Managed Accounts team relating to the remediation, reconciliation and reporting around trade errors RESPONSIBILITIES: Carry out the required processes involving the TAMP platform, including order request management, reconciliation with TAMP technology and the custodian, client interaction, and facilitate procedures with various custodians. Communicates with custodians, Resource Partners and home office departments to support TAMP functionality and integration between various aspects of the platform. Assist in the ongoing set up and monitoring of accounts and activities on platform for both professionally managed and advisor managed programs. Supports tasks related to advisor onboarding and internal conversions to the trading and investments platforms. Work with the Manager Service Team as a liaison between our advisors and the 3rd Party Managers Interface with various 3rd party manager web-based platforms for acct enrollment and account servicing. Provide Support for the Manager Service team during transitions and ensure accounts are appropriately enrolled and serviced within our SLA, including working with custodians to complete bulk tasks. Work with 3rd Party managers to resolve any client acct issues and custodian restrictions and trouble shoot technical issues relating to accounts. Work with the manager and the Managed Accounts team relating to any trade errors that may arise and provide relevant data, analysis and reconciliation as needed. Other duties as assigned. QUALIFICATIONS: Bachelor’s degree in Business, Finance, or another relevant field. Minimum 3-5 years of experience in a trading position or equivalent. Prior experience with Wealth Management Software (Addepar, Black Diamond, Envestnet, Folio, Vestmark, 55ip etc.) preferred. Ability to analyze information and make recommendations. Proven communication skills (both oral and written). Strong attention to detail to ensure quality standards are met without impairing workflow. Must be able to partner, collaborate and work in a team environment. Strong organizational and time management skills needed to prioritize workload, handle multiple tasks, and meet deadlines. FINRA Series 7, 63, 65 and/or 66 preferred but not required. Interested in hearing more? Easy Apply now by clicking the "Apply Now" button. Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance.

Keywords: Jobot, St. Petersburg , AVP Asset Management Operations, Accounting, Auditing , Saint Petersburg, Florida