Operations Specialist

Job Summary

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

Key Responsibilities

• Manage department 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 (or equivalent experience) in business, marketing, economics, or a related field
• 4 years of operations experience, preferably in financial services
• Knowledge of broker-dealer and custodial platforms and investment products
• Proficient with Microsoft Office Suite, Salesforce, and related software
• Experience with Workday preferred