Job Description

Fund Operations Manager

Our Radnor area client is seeking an Operations Manager to join their organization. This is a hands on role that will be responsible for supporting various fund operations activities, including trade processing and reconciliation, distributions, and call center communications.

Responsibilities:

• Providing fund operations oversight support, including trades processing, calculation, and reconciliation
• Cultivating and maintaining strong relationships with third party vendors, custodians, and other stakeholders
• Ensuring consistent client/service delivery
• Developing knowledge of industry trends related to operations securities

Requirements:

• Bachelor’s degree
• 5+ years operations experience related to multiple financial advisor types, including FINRA broker/dealers, custodians, funds, and transfer agents
• Knowledge of trading platforms, third party custodians, alternative products, and illiquid securities
• Strong communication skills, both verbal and written
• Excellent project management abilities

Additional Details:

Employment Type: Direct hire

Compensation: to $100k + bonus

The specific compensation for this role will be determined based on the education, experience, location and skill set of the individual selected for this position.

SolomonEdwardsGroup, LLC is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, or protected veteran status.

SolomonEdwardsGroup, LLC adheres to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. For more information on your rights, click here:

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