The Opportunity

We are seeking a detail-oriented and client-focused Investment Operations Consultant to join our growing Private Wealth Custom Portfolio Solutions team. The role will support the efficient implementation, monitoring, and servicing of client investment portfolios. Your work will be fast-paced and innovative and will require marshaling resources across the organization. You'll interface frequently with our broader Wealth Management organization and help us implement best practices of portfolio management.

The Team
Our team is a dynamic, energetic, and problem-solving powerhouse that continues to grow, evolve, learn, adapt and solve problems. We come from a diverse set of backgrounds and thought processes, and welcome debate, innovation, better ways of thinking and help evolving our team towards accomplishing our mission. We are incentivized to solve investment problems, and connect to the purpose to using investment tools to t...