Job Description

We’re seeking an Investment Operations Specialist to support the Head of Wealth Management and Investments . This role is ideal for someone with investment experience who thrives in a fast-paced environment and values structure, efficiency, and collaboration.

Key Responsibilities

• Operational Support : Assist in managing daily investment operations, ensuring seamless processes and compliance.
• Product & Compliance : Become a subject matter expert on investment platforms and paperwork requirements, ensuring accuracy and efficiency.
• Advisor Support : Train and assist Registered Representatives with onboarding, transitions, and practice management.
• Relationship Management : Liaise with external vendors, wholesalers, and the broker-dealer to drive initiatives and support firm growth.
• Client Experience : Coordinate meetings, manage documentation, and enhance client interactions.
• Executive Support : Manage scheduling, communications, and meeting preparations for senior leadership.

What We’re Looking For

• Experience in investments, wealth management, or financial services.
• Strong organizational, communication, and relationship management skills.
• Ability to obtain FINRA Series 7 & 66 within 24 months.
• Proficiency in Microsoft Office and CRM systems.
• Detail-oriented, proactive, and able to multitask effectively.

Why Apply?

• Competitive compensation and benefits package.
• Opportunity to work closely with leadership and make a direct impact.
• In-office role (5 days/week) in Southfield, MI with a dynamic and supportive team.

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