This is a rare opportunity to join a boutique six-person investment firm in a senior investment manager role. We manage $365 M in custodied assets for 200 high net worth families while embracing personal balance to foster full and rewarding lives. We think smaller is better. We know our client families well and are proud of our average 14-year relationship tenure with 99% annual retention.
Do you enjoy rolling up your sleeves and doing the work? Meeting a deadline of schedule? Are you energized by promotions based on merit? Listen as much as you talk? Then we want to get to know you.
This position is intended to be:
- 60% Investment and Advice management
- 20% Project Management
- 20% Vendor management.
The right candidate will act like an owner. Notice and communicate when systems aren’t working. Genuinely help out to make your colleagues more successful. Own the client-facing advice and investment recommendations as if you were investing your own money.
Trading and Advice Process/Systems Strategy, Execution and Improvement
Leads the strategy, execution, and monitoring of advice and trading workflows to increase quality, accuracy, and efficiency (think metrics improving from 82% to 99%). It will require proficiency to learn and use our current technology tools then modify components as needed. Own the due diligence process for investment research providers, portfolio models and corresponding client-facing investment performance. Seek to understand a broad range of investments and match client goals with portfolio recommendations. The right candidate will be detail-oriented, naturally curious, empathetic to client needs first, and enjoy continuous process improvement.
As you help identify new processes or improvements to existing workflows, you’ll always be experimenting with one or two new side projects to help us maintain a technology leadership position competitively. Once you’ve worked out most of the problems with a new process, you’ll enjoy training a colleague and handing it off to them - ensuring they are successful by helping monitor the process accuracy weekly for the first few months.
This role will also engage with external vendors to stay current in the marketplace and researching the best options to power up our business. Keeping projects on deadline and managing how all parties/technologies, etc. integrate will be critical.
Ability to effectively communicate and influence the team. We think smaller is better and in this environment everyone needs to act like an owner. Notice and communicate when systems aren’t working. Genuinely help out to make your colleagues more successful. Welcome and help train new team members.
Source the appropriate external solutions as business needs continue to evolve. Manage current vendors to ensure expectations and functionality is consistent with our needs. Build strong, respectful relationships with external partners supporting our business.
Our team genuinely values the whole person. Year after year Best & Brightest Places to work award winner. Excellent benefits – fully paid employee health insurance and employer Health Savings Account contributions, 6% 401(k) contributions, paid time off is unlimited after the first year and maternity/paternity leave is 90 days. Annually we go on two-night retreats in places like Key West or Mackinac Island. The best ideas come when you least expect them – and we don’t want you to be gone from your personal life for too long. In our culture, we plan carefully and deadlines matter. The successful candidate will be a natural self-starter with an entrepreneurial spirit eager to work collaboratively on a team of A-players. Individual contribution counts and your ambitions and abilities make a difference.
Education and other preferences:
- College degree or higher
- 5+ years of process/operations experience
- Excel and Salesforce proficiency preferred
- Small business/start-up experience preferred
- Effective and efficient time management required
- Positive attitude and sincere willingness to constantly learn and grow
Mix of employees in the office and remote. We’ve had success with out-of-state employees, this role can be remote. Bonus and moving costs will be paid to someone willing to relocate. Compensation package commensurate with education and experience.
- 401(k) matching
- Disability insurance
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Relocation assistance
- Retirement plan
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