Job Description
This is a hands-on operations role within a growing wealth management firm that specializes in alternative investments. The person in this position will be responsible for supporting the day-to-day brokerage and advisory operations, helping ensure transactions are processed accurately, efficiently, and in compliance with firm and regulatory standards.
While this role will provide support and oversight to a small team of 3–4 advisors, it is much more operational than people-management focused. The ideal candidate will be someone who enjoys being involved in the details, working closely with advisors, solving problems, and helping keep the business running smoothly.
100k-130k
We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com.To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.
Required Skills & Experience
- Background in alternative investments.
- 3–5 years of experience as a manager
- Series 7 required.
- Series 24 required
- Active Series 63 and 65 or Series 66 required.
Nice to Have Skills & Experience
Experience with alternative investments—including DSTs, 1031 Exchanges, private placements, or similar products—is a strong plus, as alternatives are a key focus area for the firm.
Benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.