Investment Operations Associate

Harrison Gray Search has partnered with a fast-growing multi-family office as they look to add a licensed Investment Operations Associate to their team in Phoenix.

About the Firm:

Our client is a purpose-driven, multi-family office based in Phoenix, specializing in serving ultra-high-net-worth clients. Their team integrates wealth management, tax strategy, estate planning, and accounting to provide a holistic approach to financial well-being. Recognized as one of the best places to work for over a decade, they value work-life balance, professional growth, and community impact.

This role supports a fast-paced wealth management environment, focusing on operational functions that ensure smooth client onboarding, cash movement, account servicing, and trade execution. The ideal candidate brings a detail-oriented mindset and a proactive approach to supporting advisors and enhancing the client experience.

Position Overview:

• Open and maintain client accounts across custodial platforms and with external asset managers
• Act as a liaison between internal teams, custodians, and third-party investment managers
• Handle client-initiated transactions, including wires, deposits, and account transfers
• Process routine service requests in coordination with advisors and client needs
• Maintain and update portfolio accounting systems, including trade execution and account reconciliation
• Submit mutual fund and equity trades
• Ensure all records and documentation are maintained in line with regulatory standards
• Identify opportunities to improve internal workflows and enhance advisor support

Preferred Qualifications:

• Five years of experience in investment operations, ideally within a registered investment advisor or similar wealth management setting
• Bachelor’s degree required
• High attention to detail and strong organizational skills
• Proficiency with Microsoft Excel in a financial context
• Familiarity with financial platforms such as Salesforce, Tamarac (Reporting & Trading), or Portfolio Center is a plus
• Understanding of regulatory frameworks, including the Investment Advisers Act of 1940
• Ability to manage multiple priorities and meet deadlines efficiently
• Clear and professional communication skills, both written and verbal
• Service-minded attitude with a collaborative spirit
• Series 65 license preferred, though not required

What makes this firm special:

• Career Growth: Opportunities for professional development and clear career paths within the firm.
• Collaborative Environment: Work alongside talented professionals in a supportive, team-focused culture.
• Work-Life Balance: Our client prioritizes balance for their employees. After an initial onboarding period, this role will be hybrid (3 days in office, 2 days WFH)

Compensation and Benefits:

• Competitive compensation commensurate with experience
• 401(k) with Safe Harbor Match.
• Four weeks of PTO starting immediately.
• Annual cell phone allowance.
• Medical coverage (90% of premiums are covered for both employees and dependents).
• HSA with annual employer contribution.