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Founded in 1999, Chevy Chase Trust (CCT) is a leading boutique fiduciary investment advisor for wealthy individuals, families, and select institutions globally. Effective management of CCT’s IT infrastructure as well as strong enterprise-level transformation and capabilities building are critical to serve clients in an excellent manner and to execute the firm’s growth strategy.
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways—with a singular focus.
POSITION SUMMARY
The Senior Investment Operations Officer responsibilities include coordinating activities between client services, trust operations and the back-office service provider, partnering with staff to develop best practices and tools to improve workflows and efficiency and managing and providing leadership across simultaneous work requests and projects.
DUTIES & RESPONSIBILITIES: Duties will include, but are not limited to the following:
JOB REQUIREMENTS (SKILLS/ABILITIES):
EXPERIENCE:
EDUCATION / LICENSES / CERTIFICATIONS:
Full Time
$107k-138k (estimate)
06/05/2024
07/03/2024
chevychasetrust.com
BETHESDA, MD
3,000 - 7,500
1999
B FRANCIS SAUL II
$200M - $500M
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our... commitment to inventive thinking and client service.
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