Associate Director, Technical Lead, PMA Services

Russell Investments•Milwaukee, WI

About The Position

At Russell Investments, we strive every day to improve financial security for people. As part of the US Advisor and Intermediary Services (AIS) Personalized Solutions team, you will join a collaborative and client-focused group committed to delivering high-quality outcomes for advisors and investors. As an Associate Director, Technical Lead – PMA Services , you will serve as the subject matter expert for onboarding and servicing within the Personalized Managed Accounts (PMA) program. This role is a blend of functional leadership and hands-on execution, focused on optimizing processes, resolving complex issues, and supporting relationships between Russell Investments, financial sponsor firms, and our platform provider. Success in this role requires strong problem-solving capabilities, clear communication, and the ability to collaborate effectively across internal teams and external partners. 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.

Requirements

BS / BA degree. Accounting, Business, Finance, preferred.
Licenses preferred – Series 7, 24, 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.
Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Nice To Haves

Separately Managed Account knowledge is a plus

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
Provide technical leadership on escalated or non-standard account onboarding cases
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