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Investment manager • tempe az
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Investment Operations Associate to their team in Phoenix.Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients.Their team integr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
Responsible Growth is how we run our company and how we deliver for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
At Schwab, you’re empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry togeth...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Property Marketing Graphic Designer (PHX).Property Marketing Graphic Designer (PHX).The objective of the Property Marketing Graphic Designer is to provide unique and compelling visual solutions tha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Investment Real Estate Sales Agent.New Western has been named a Glassdoor Best Place to Work three years in a row-and we're hiring Sales Agents to work with real estate investors to help them acqui...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey.
The company offers the industry’s most...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Property Manager oversees the overall management of the properties to increase the value of assigned properties by creating and implementing a comprehensive management plan.Develop and maintain...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
The Investment Specialist works with our Premier Bankers and branch partners to fulfill the investment needs of our clients.
The Investment Specialist develops an understanding of each client or pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Recruiting tips From developing a stand out resume to putting your best foot forward in the interview, we want you to feel prepared and confident as you explore opportunities at Deloitte.Check out ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Real Estate Investment Analyst.On Site - Scottsdale, Arizona, United States.Financial Analysis, Real Estate Investment, Financial Modeling, Portfolio Optimization, Stakeholder Communication....serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
RRD is a leading global provider of marketing, packaging, print, and supply chain solutions that elevate engagement across the complete customer journey.
The company offers the industry’s most trust...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Outbound Investment Advisor (Phoenix, AZ or Remote).At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar sav...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
FAST TRACK, Future Achievers Shaping Tomorrow Through Real-world Applied Career Knowledge, our summer internship program is 10 weeks long.
The program provides rising seniors the opportunity for pro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Trajan Wealth is a rapidly growing Registered Investment Advisor (RIA) and Estate Planning firm dedicated to providing clients with personalized financial advice and differentiated investment strat...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Vanguard’s Investment Stewardship program acts as a voice for our investors to promote strong corporate governance focused on long-term investment returns at the companies in which our funds invest...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Property Marketing Graphic Designer (PHX).Property Marketing Graphic Designer (PHX).The objective of the Property Marketing Graphic Designer is to provide unique and compelling visual solutions tha...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Matthews Real Estate Investment Services is hiring : Property Marketing Graphic
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Investment Operations Associate
Harrison Gray Search & ConsultingPhoenix, AZ, USjob_description.job_card.30_days_ago
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job_description.job_card.job_descriptionFive years of experience in investment operations, ideally within a registered investment advisor or similar wealth management setting Bachelors degree required High attention to detail and strong organizational skills Proficiency with Microsoft Excel in a financial context Familiarity with financial platforms such as Salesforce, Tamarac (Reporting & Trading), or Portfolio Center is a plus Understanding of regulatory frameworks, including the Investment Advisers Act of 1940 Ability to manage multiple priorities and meet deadlines efficiently Clear and professional communication skills, both written and verbal Service-minded attitude with a collaborative spirit Series 65 license preferred, though not required Career Growth : Opportunities for professional development and clear career paths within the firm. Collaborative Environment : Work alongside talented professionals in a supportive, team-focused culture. Work-Life Balance : Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (4 days in office, 1 day WFH) Competitive compensation commensurate with experience 401(k) with Safe Harbor Match. Four weeks of PTO starting immediately. Annual cell phone allowance. Medical coverage (90% of premiums are covered for both employees and dependents). HSA with annual employer contribution.
Job Description
Job Description
Harrison Gray Search has partnered with a fast-growing multi-family office as they look to add a licensed Investment Operations Associate to their team in Phoenix.
About the Firm :
Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.
This role supports a fast-paced wealth management environment, focusing on operational functions that ensure smooth client onboarding, cash movement, account servicing, and trade execution. The ideal candidate brings a detail-oriented mindset and a proactive approach to supporting advisors and enhancing the client experience.
Position Overview :
- Open and maintain client accounts across custodial platforms and with external asset managers
- Act as a liaison between internal teams, custodians, and third-party investment managers
- Handle client-initiated transactions, including wires, deposits, and account transfers
- Process routine service requests in coordination with advisors and client needs
- Maintain and update portfolio accounting systems, including trade execution and account reconciliation
- Submit mutual fund and equity trades
- Ensure all records and documentation are maintained in line with regulatory standards
- Identify opportunities to improve internal workflows and enhance advisor support
Preferred Qualifications :
What makes this firm special :
Compensation and Benefits :