Operations Associate - Third Party Managers

Responsibilities

• Support onboarding and operational setup of strategists and third party managers on the AIM platform.
• Cookordinator strategist fee setup, billing communications, invoice distribution, and related operational processes.
• Aid with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies.
• Generate and distribute reports for strategists and internal stakeholders.
• Support operational service requests including password resets, account maintenance, and platform support items.
• Cookordinate intake and processing of strategist performance files for platform uploads and reporting.
• Aid with setup and maintenance of shell models and related platform configurations.
• Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed.
• Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements.
• Maintain accurate records, documentation, and tracking related to strategist operational workflows.

Requirements

• Strong communication skills, both written and verbal.
• Strong attention to detail and organizational skills.
• Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability.
• Ability to manage multiple tasks and workflows with accuracy and accountability.
• Strong problem-solving skills and ability to work independently.
• Comfortable working cross-functionally with operations, product, service, and leadership teams.
• Proficiency in Microsoft Office applications, particularly Excel.
• A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment.
• Ability to thrive in a remote work environment while remaining highly responsive and accountable.
• Interest in financial services, wealth management, or platform operations preferred.
• Bachelor’s degree required.