Job Description
The Investment Services Manager is a client-facing role serves as a utility player, bridging the Client Portfolio Management Group (CPMG), CPMG clients, and the broader operations team to deliver high-quality operational and client support. This role requires a highly organized and adaptable professional who thrives in an operationally complex, service-driven environment, balancing process execution with cross-team collaboration.
Key Responsibilities
The position responsibilities include, but are not limited to, the following:
- Oversee the Outsourced Chief Investment Office (OCIO) -client internal command center, managing the workflow between OCIO clients, CPMG, and broader accounting and operations teams to ensure smooth execution of service requests and operational processes.
- Lead the firm's external inbox triage and response to OCIO client inbounds and outbounds.
- Serve as the primary operational support for onboarding and offboarding OCIO clients, ensuring all logistical, administrative, and system-related aspects are handled efficiently.
- Oversee and enhance client service operational processes, ensuring high-quality execution of administrative tasks such as form retrieval, portal notices, and transaction communications.
- Partner with the CPMG team to provide routine operational updates and support centralized initiatives.
- Implement process improvements and collaboration tools to enhance both internal workflows and external client service functions.
- Play a key role in the Investment Services' centralized service function, including SEI data/reporting management, systems and process support, and cross-operations collaboration.
- Provide backup support to the Investment Services Administrator, ensuring seamless operations during absences (e.g., uploading reports, managing key deliverables).
Requirements
Successful candidates will display traits inherent in GEM’s collegial and team-oriented culture, including enthusiasm, honesty, humility, integrity, and curiosity.
- Bachelor’s degree in a related field.
- 3-5 years of experience in financial services, preferably in client service, investment operations, or portfolio support roles.
- Strong professional demeanor and communication skills, both internally and externally with clients.
- Highly organized with a strong attention to detail and ability to prioritize tasks in a fast-paced environment.
- Demonstrated ability to manage workflows, enhance processes, and collaborate across teams.
Benefits
- Competitive, market-based compensation
- Comprehensive medical, dental, and vision health insurance
- Flexible Spending Account / Health Savings Account options
- Short- and long-term disability insurance
- Life insurance / AD&D
- 401(k) retirement plan with employer contribution
- Wellness reimbursement program
- Charitable donation match program
- Paid time off
- Education assistance, including certification, membership reimbursements, and more.
- Team and company events
Company Culture
Every team member contributes to the GEM culture by respectfully voicing opinions, asking questions, evaluating how and why things are done, and offering solutions. This level of involvement and trust is developed through bonding opportunities over shared meals, joint celebrations, and team and firm outings.
Service is also a key element of GEM’s culture. Employees are presented with opportunities to serve both internally and externally. They can sign up to serve on various internal committees, such as the Community Engagement Committee, and volunteer with local nonprofits. GEM aims to improve the local community while encouraging its team members' spirit of giving.
