Senior Associate, Platform Oversight
About the job
Joining the Personal Investor Operations team presents an exciting opportunity to oversee third-party vendors and enhance operational activities. This job plays a crucial role in ensuring a positive client experience while collaborating with a dedicated team. Embracing a hybrid work model, the team values flexibility, collaboration, and a mission-driven culture.
You'll be responsible for
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Supporting the Platform Oversight team
Applying subject matter expertise and a depth of knowledge around the activities that support the integrity of the Platform operations.📚
Providing assistance and training
Offering support as needed to recognize and develop other crew members and team associates.🌈
Fostering an inclusive team environment
Driving open communication, teamwork, and accountability within the team.Key criteria
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Platform operations experience
Demonstrated experience in Platform Operations or Investment Operations.View
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Stakeholder engagement skills
Proactive attitude towards building and managing stakeholder relationships.View
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Critical thinking ability
Demonstrated ability to think critically and make informed decisions.View
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