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Managing Director, Daily Investment Operations - Hybrid Remote
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$150
Remote
- We are seeking a Managing Director, Daily Investment Operations - Hybrid Remote at our downtown Cleveland, Ohio wealth management firm.
- Develop strategic operational service model and cadence supporting growth and scalability
- Oversee and execute all daily Operational functions of account & performance reconciliation, brokerage and alternative transaction processing, account setup, system maintenance, and reporting
- Cross train team on operational functions to ensure redundancies and adequate coverage and resiliency
- 8-10 years of operations experience in wealth management/financial services.
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