Operations Specialist

Job Summary

A company is looking for an Operations Specialist | Partner Programs.

Key Responsibilities

• Manage departmental email inbox and task queue, ensuring timely handling of operational tasks
• Support sales teams by maintaining operating policies, documenting program rules, and coordinating with central support teams
• Conduct data analysis and reporting, updating compliance requirements and assisting with project data organization

Required Qualifications

• Bachelor's Degree in business, marketing, economics, or related field, or equivalent experience
• 4 years of operations experience, preferably in financial services
• Knowledge of broker-dealer and custodial platforms and investment products
• Proficient with Microsoft Office Suite and Salesforce
• Experience with Workday preferred