Associate Director, Technical Lead, PMA Services

Core Responsibilities

• Serve as the technical subject matter expert for PMA onboarding and servicing processes
• Evolve the PMA onboarding and servicing team to incorporate an industry leading client experience
• Partner with the PMA Services team lead and drive continuous improvement efforts to streamline, automate, and enhance onboarding workflows
• Design, document, and communicate complex onboarding and account maintenance processes
• Partner cross-functionally with PMA Services, Sales, Trading, and Operations teams to drive efficiency and consistency
• Act as the primary liaison between Russell Investments, platform providers, and broker/dealer partners
• Troubleshoot and resolve complex onboarding and servicing issues across stakeholders
• Develop, maintain, and update onboarding and maintenance documentation, forms, and procedures
• Support financial advisors with onboarding and account maintenance through proactive communication (phone and email), as needed
• Collaborate with the PMA Services Manager to ensure accurate and up-to-date process documentation

Expertise

• BS / BA degree. Accounting, Business, Finance, preferred.
• Licenses preferred – Series 7, and 66.
• Separately Managed Account knowledge is a plus.
• Previous experience within financial industry.
• Previous experience in an operational capacity with account openings, transactions, etc.
• Proficiency with Microsoft Office suite
• High attention to detail
• Solves and analyzes problems effectively, with a process for decision making. Evaluates problems via systems thinking, sees downstream affects, identifies future implications across a process to help prioritize solutions.
• Ability to communicate clearly and build trusted relationships with others. Ensures the (external or internal) client’s perspective is a driving force behind their decisions and actions.
• Demonstrated ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements.

Pay

Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.