Beacon Pointe
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Senior Associate, Firm Operations
role at
Beacon Pointe 1 day ago Be among the first 25 applicants Join to apply for the
Senior Associate, Firm Operations
role at
Beacon Pointe Job Description
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
As a Senior Associate for Beacon Pointe, you will be responsible for supporting core business functions and the continuous development and improvement of policies and administration of operational processes. The Senior Associate must have in-depth knowledge and experience in the financial services industry that includes project management and operational critical thinking skills. This role is vital in furthering the firm’s ability to grow and scale operational functions.
Responsibilities
Custodian Service Relationships
Takes part in custodian regular meetings and takes on custodian research inquiries as part of the internal custodian relationship management team Maintains records of custodial relationships Serves as a subject matter expert in Custodian platforms set-up and management Partners with custodian teams to update and streamline data management, account code reconciliation and system access/permissions Review custodian communications, document in applicable systems and follow-up as needed to resolve or provide awareness internally depending on scope Oversee and manages elements of incoming offices transition onto firm custodial platforms
Project Management
Champions project documentation – from meeting notes to action items and follow-up, as well as implementation. Manage and lead projects that aid the firm in supporting and scaling operations Develop and implement standardized and efficient processes to be leveraged by local operational teams Actively participate in the continuous improvement of the Firm Operations processes and procedures Coordinates regularly with operational teams to update process documentation details. Aids in planning and executing of operations meetings and events Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Operations Queue and Operations Email inbox requests handling
Monitors and completes requests in the Salesforce Operations queue from platform and local offices teams. These range from user access requests, account specific coding permissions, integrations and process improvement items. Serve as a point of contact for the local operations teams and the custodian teams to communicate and resolve issues that affect processes on a global scale.
Qualifications
Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred) This is a specialist position and absolutely requires:
3+ years of relevant experience required with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Multicustodial experience required (Charles Schwab and/or Fidelity institutional platforms at a minimum) Salesforce CRM advanced experience required
Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing Referrals increase your chances of interviewing at Beacon Pointe by 2x Get notified about new Operations Associate jobs in
Newport Beach, CA . Operations Manager ($94,700.00 - $132,400.00) Newport Beach, CA $94,700.00-$132,400.00 1 week ago Vans: Senior Manager, Transformation Operations Fountain Valley, CA $71,000.00-$108,000.00 1 month ago Buena Park, CA $70,000.00-$110,000.00 2 weeks ago Senior Business Operations Analyst (Hybrid) Irvine, CA $87,208.00-$104,502.00 1 week ago Irvine, CA $121,000.00-$230,000.00 2 weeks ago Brea, CA $120,000.00-$150,000.00 3 weeks ago Regional Operations Manager - Healthcare Fountain Valley, CA $71,000.00-$108,000.00 1 day ago Assistant Manager, Operations | Pacific City Huntington Beach Huntington Beach, CA $27.31-$46.19 6 days ago Buena Park, CA $90,000.00-$100,000.00 2 days ago Irvine, CA $60,000.00-$75,000.00 8 months ago Orange County, CA $115,000.00-$140,000.00 2 days ago Buena Park, CA $75,000.00-$120,000.00 1 week ago Buena Park, CA $68,640.00-$81,000.00 1 day ago Santa Ana, CA $111,300.00-$174,900.00 1 month ago Manager, Strategic Operations and InitiativesOffice/Operations Manager / ServiceMaster Restore Irvine, CA $60,000.00-$75,000.00 8 months ago Long Beach, CA $140,000.00-$160,000.00 2 weeks ago Manager, Manufacturing Operations - Intelligence SystemsGeneral Manager, Manufacturing Operations Irvine, CA $300,000.00-$350,000.00 1 week ago Irvine, CA $80,300.00-$113,100.00 1 month ago Manager in Training - Operations (Southern California) Newport Beach, CA $65,000.00-$75,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Senior Associate, Firm Operations
role at
Beacon Pointe 1 day ago Be among the first 25 applicants Join to apply for the
Senior Associate, Firm Operations
role at
Beacon Pointe Job Description
Apply promptly! A high volume of applicants is expected for the role as detailed below, do not wait to send your CV.
Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. Job Description
Beacon Pointe is currently seeking an exceptional individual to join our Firm Operations team as a Senior Operations Associate. The successful candidate will join a highly talented team of professionals that serve the investment management and financial planning needs of high-net-worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.
As a Senior Associate for Beacon Pointe, you will be responsible for supporting core business functions and the continuous development and improvement of policies and administration of operational processes. The Senior Associate must have in-depth knowledge and experience in the financial services industry that includes project management and operational critical thinking skills. This role is vital in furthering the firm’s ability to grow and scale operational functions.
Responsibilities
Custodian Service Relationships
Takes part in custodian regular meetings and takes on custodian research inquiries as part of the internal custodian relationship management team Maintains records of custodial relationships Serves as a subject matter expert in Custodian platforms set-up and management Partners with custodian teams to update and streamline data management, account code reconciliation and system access/permissions Review custodian communications, document in applicable systems and follow-up as needed to resolve or provide awareness internally depending on scope Oversee and manages elements of incoming offices transition onto firm custodial platforms
Project Management
Champions project documentation – from meeting notes to action items and follow-up, as well as implementation. Manage and lead projects that aid the firm in supporting and scaling operations Develop and implement standardized and efficient processes to be leveraged by local operational teams Actively participate in the continuous improvement of the Firm Operations processes and procedures Coordinates regularly with operational teams to update process documentation details. Aids in planning and executing of operations meetings and events Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures
Operations Queue and Operations Email inbox requests handling
Monitors and completes requests in the Salesforce Operations queue from platform and local offices teams. These range from user access requests, account specific coding permissions, integrations and process improvement items. Serve as a point of contact for the local operations teams and the custodian teams to communicate and resolve issues that affect processes on a global scale.
Qualifications
Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred) This is a specialist position and absolutely requires:
3+ years of relevant experience required with a Registered Investment Advisor (RIA), investment management firm or broker/dealer Multicustodial experience required (Charles Schwab and/or Fidelity institutional platforms at a minimum) Salesforce CRM advanced experience required
Excellent interpersonal and verbal/written skills Strong commitment to detail with excellent organization and prioritization skills Self-starter with a proven ability to work in a fast-paced, evolving work environment Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.).
About The Beacon Pointe Family Of Companies
Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.Seniority level
Seniority levelMid-Senior level Employment type
Employment typeFull-time Job function
Job functionManagement and Manufacturing Referrals increase your chances of interviewing at Beacon Pointe by 2x Get notified about new Operations Associate jobs in
Newport Beach, CA . Operations Manager ($94,700.00 - $132,400.00) Newport Beach, CA $94,700.00-$132,400.00 1 week ago Vans: Senior Manager, Transformation Operations Fountain Valley, CA $71,000.00-$108,000.00 1 month ago Buena Park, CA $70,000.00-$110,000.00 2 weeks ago Senior Business Operations Analyst (Hybrid) Irvine, CA $87,208.00-$104,502.00 1 week ago Irvine, CA $121,000.00-$230,000.00 2 weeks ago Brea, CA $120,000.00-$150,000.00 3 weeks ago Regional Operations Manager - Healthcare Fountain Valley, CA $71,000.00-$108,000.00 1 day ago Assistant Manager, Operations | Pacific City Huntington Beach Huntington Beach, CA $27.31-$46.19 6 days ago Buena Park, CA $90,000.00-$100,000.00 2 days ago Irvine, CA $60,000.00-$75,000.00 8 months ago Orange County, CA $115,000.00-$140,000.00 2 days ago Buena Park, CA $75,000.00-$120,000.00 1 week ago Buena Park, CA $68,640.00-$81,000.00 1 day ago Santa Ana, CA $111,300.00-$174,900.00 1 month ago Manager, Strategic Operations and InitiativesOffice/Operations Manager / ServiceMaster Restore Irvine, CA $60,000.00-$75,000.00 8 months ago Long Beach, CA $140,000.00-$160,000.00 2 weeks ago Manager, Manufacturing Operations - Intelligence SystemsGeneral Manager, Manufacturing Operations Irvine, CA $300,000.00-$350,000.00 1 week ago Irvine, CA $80,300.00-$113,100.00 1 month ago Manager in Training - Operations (Southern California) Newport Beach, CA $65,000.00-$75,000.00 3 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr