Associate Director, Technical Lead, PMA Services

Russell Investments • Milwaukee, WI

1d

About The Position

As an Associate Director, Technical Lead – PMA Services within Russell Investments' US Advisor and Intermediary Services (AIS) Personalized Solutions team, you will serve as the subject matter expert for onboarding and servicing within the Personalized Managed Accounts (PMA) program. This role combines functional leadership with hands-on execution, focusing on optimizing processes, resolving complex issues, and managing relationships between Russell Investments, financial sponsor firms, and platform providers. Success requires strong problem-solving, clear communication, and effective collaboration across internal teams and external partners.

Requirements

• BS / BA degree
• 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

• Accounting, Business, Finance, preferred (for BS/BA degree)
• Licenses preferred – Series 7, 24, and 66
• 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

Benefits

• annual performance bonus (subject to eligibility criteria)
• competitive benefits programs including healthcare
• retirement
• vacation
• wellbeing programs

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 501-1,000 employees