Investment Operations Specialists manage the operational workflows that keep an investment management or wealth advisory firm running — from trade processing to account administration. Found through dedicated retained search — not job boards.
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Processing trade orders and reconciling custodian records, managing account opening and maintenance workflows, supporting client billing and fee calculation, reconciling portfolio data across systems, managing corporate actions and rebalancing, and troubleshooting operational issues with custodians and technology providers.
2–5 years of investment operations experience, familiarity with portfolio management and trading systems (Orion, Schwab, Fidelity, or Pershing platforms), strong attention to detail, and solid Excel skills. RIA and broker-dealer operational experience are both valued.
Operations specialists who have managed the custodian transition process — moving client assets from one custodian to another — bring rare and extremely valuable experience for growing or changing advisory firms.
Ready to start a Investment Operations Specialist search?
📅 Book a Free Consultation25 min · Google Meet · No obligation
Retained recruitment delivers a pre-screened shortlist within 21–38 days. Start with a free 25-minute consultation.
📅 Book a Free Consultation No obligation · 25 minutes · Google Meet · Confidential