Operations Associate - Third Party Managers
Supporting the operational and service needs of strategists, the full-time Operations Associate - Third Party Managers will manage onboarding, billing coordination, and day-to-day service requests for third-party managers and strategists on the AIM platform.
Key responsibilities
Support onboarding and operational setup of strategists and third-party managers on the AIM platform
Coordinate strategist fee setup, billing communications, and invoice distribution
Generate and distribute reports for strategists and internal stakeholders
Required qualifications
Bachelor's degree required
Proficiency in Microsoft Office applications, particularly Excel
Interest in financial services, wealth management, or platform operations preferred
Demonstrated curiosity and willingness to embrace AI and automation
Ability to thrive in a remote work environment while remaining highly responsive and accountable