Operations Specialist

A company is looking for an Operations Specialist | Partner Programs.

Key Responsibilities

Manage departmental email inbox and task queue, ensuring timely handling of operational tasks

Support sales teams by maintaining operating policies, documenting program rules, and coordinating with central support teams

Conduct data analysis and reporting, updating compliance requirements and assisting with project data organization

Required Qualifications

Bachelor's Degree in business, marketing, economics, or related field, or equivalent experience

4 years of operations experience, preferably in financial services

Knowledge of broker-dealer and custodial platforms and investment products

Proficient with Microsoft Office Suite and Salesforce

Experience with Workday preferred