Operations Associate - Third Party Managers

Job Summary

Supporting the operational and service needs of strategists, the full-time Operations Associate - Third Party Managers will manage onboarding, billing coordination, and day-to-day service requests for third-party managers and strategists on the AIM platform.

Key responsibilities

• Support onboarding and operational setup of strategists and third-party managers on the AIM platform
• Coordinate strategist fee setup, billing communications, and invoice distribution
• Generate and distribute reports for strategists and internal stakeholders

Required qualifications

• Bachelor's degree required
• Proficiency in Microsoft Office applications, particularly Excel
• Interest in financial services, wealth management, or platform operations preferred
• Demonstrated curiosity and willingness to embrace AI and automation
• Ability to thrive in a remote work environment while remaining highly responsive and accountable