Boutique Recruiting
Overview
Investment Operations Manager role at Boutique Recruiting. Based in Oakbrook Terrace, Illinois. Reports to the COO. Serves as the main point of contact for custodial relationships and client operational requests while supporting trading, reporting, and data management. The ideal candidate is a proactive problem-solver with deep RIA or broker-dealer operational experience, a sharp eye for accuracy, and the ability to manage multiple priorities with precision and professionalism.
Base pay range $135,000.00/yr - $150,000.00/yr
Responsibilities
Manage day-to-day investment operations including account setup, transfers, cash movement, trading coordination, and performance reporting
Support trade execution processes such as allocations, reconciliations, and transaction reviews
Utilize investment and client management systems to maintain accurate data and ensure seamless account administration
Work closely with advisory and service teams to deliver timely and accurate client solutions
Oversee cash flow, account alerts, and portfolio restrictions to ensure smooth daily operations
Collaborate with compliance and management to review activities, prepare reports, and uphold firm policies and procedures
Foster strong working relationships with clients, custodians, and internal partners to promote operational efficiency
Continuously evaluate and refine processes to improve accuracy, efficiency, and client service quality
Qualifications
Bachelor’s degree in business, finance, or a related field
3–5 years of experience in investment or trading operations
Practical experience with custodial platforms and account service workflows
Strong proficiency with Excel and other Microsoft Office applications
Working knowledge of regulatory and compliance requirements in investment operations
Strong understanding of financial markets, trading processes, and portfolio administration
Excellent attention to detail, analytical capability, and critical thinking skills
Clear communicator with the ability to perform effectively in a fast-paced, deadline-driven environment
Benefits
PTO and company-observed holidays
Health insurance available
401(k) plan with employer match
Apply Now!
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Base pay range $135,000.00/yr - $150,000.00/yr
Responsibilities
Manage day-to-day investment operations including account setup, transfers, cash movement, trading coordination, and performance reporting
Support trade execution processes such as allocations, reconciliations, and transaction reviews
Utilize investment and client management systems to maintain accurate data and ensure seamless account administration
Work closely with advisory and service teams to deliver timely and accurate client solutions
Oversee cash flow, account alerts, and portfolio restrictions to ensure smooth daily operations
Collaborate with compliance and management to review activities, prepare reports, and uphold firm policies and procedures
Foster strong working relationships with clients, custodians, and internal partners to promote operational efficiency
Continuously evaluate and refine processes to improve accuracy, efficiency, and client service quality
Qualifications
Bachelor’s degree in business, finance, or a related field
3–5 years of experience in investment or trading operations
Practical experience with custodial platforms and account service workflows
Strong proficiency with Excel and other Microsoft Office applications
Working knowledge of regulatory and compliance requirements in investment operations
Strong understanding of financial markets, trading processes, and portfolio administration
Excellent attention to detail, analytical capability, and critical thinking skills
Clear communicator with the ability to perform effectively in a fast-paced, deadline-driven environment
Benefits
PTO and company-observed holidays
Health insurance available
401(k) plan with employer match
Apply Now!
#J-18808-Ljbffr