Posted 3w ago

Wealth Operations and Investor Services Associate

@ Macquarie Group
New York, New York, United States
$135k-$175k/yrHybridFull Time
Responsibilities:managing inquiries, overseeing reporting, driving process improvements
Requirements Summary:Experience in wealth management operations, client/distributor reporting, and process improvement. Strong coordination with fund management, compliance, legal, and tax structuring teams; ability to manage multiple stakeholders.
Technical Tools Mentioned:Reporting tools, Fund administration software, Transfer agent oversight
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Job Description
As a Manager, Wealth Operations and Investor Services, you will be a key member of the Fund Management team supporting Alternative Investment products on the wealth platform. You will manage and prioritize ongoing inquiries from distribution and adviser partners, resolve operational issues across the relationship lifecycle, and support regular and ad hoc client and distributor reporting.

The role also focuses on enhancing standard operating procedures, overseeing fund administrators and transfer agents, and driving process improvements. Strong organizational skills, clear communication, and the ability to manage multiple initiatives and stakeholders are highly valued, as you will partner closely with internal and external teams to ensure fund and client requirements are consistently met.

Salary range for this position: $135,000 - $175,000/Year. Actual base salary may vary based upon, but not limited to, relevant experience, time in role, peer and market data, prior performance, business sector, and geographic location. You may also be eligible for an annual discretionary incentive compensation award. You can further read about the full spectrum of benefits we offer our people listed below.