Operations Integration Associate

Beacon Pointe Advisors • Scottsdale, AZ

8d

About The Position

Beacon Pointe is currently seeking an exceptional individual to join our Central Support team as an Operations Integration Associate. The successful candidate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates. As an Operations Integration Associate, you will be responsible for assisting in onboarding new offices & advisors to Beacon Pointe Advisors, including training financial advisors and operations staff on Beacon Pointe processes and systems. This individual will also be responsible for paperwork preparation and completion during transitions and video and written training content for firm wide use. The Operational Integrations Associate must have an in-depth knowledge and experience in the financial services industry that includes concierge level service and operational critical thinking skills.

Requirements

• Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred)
• 3+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
• Excellent interpersonal and verbal/written skills
• Strong commitment to detail with excellent organization and prioritization skills
• Self-starter with a proven ability to work in a fast-paced, evolving work environment
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
• Knowledge of Salesforce CRM and Tamarac AdvisorView preferred
• Experience with Charles Schwab, Fidelity and/or TD Ameritrade institutional platforms and paperwork preferred

Responsibilities

• White Glove Service Offering to new offices & advisors joining Beacon Pointe
• Training advisors and operations staff on Beacon Pointe processes and procedures
• Integrate the new office into the firm’s operational model
• Create and maintain video and written training content for firm wide use
• Introduce and transition the office to Account Services once onboarded
• Prepare client account paperwork, custodian maintenance paperwork, and submit to custodians and follow-up to confirm completion during and immediately following transition to Beacon Pointe
• Research and respond to routine-to-complex inquires within defined service level commitments
• Participate in team meetings and collaborate with operations leadership, M&A teams and other operations team in support of transitioning offices

What This Job Offers

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