Associate Director, Technical Lead, Pma Services

Russell Investment Group

Base: $110,000 usd - $130,000 usd; bonus: annual p...
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Pma onboarding and servicing expertise
Complex issue resolution capabilities
Cross-functional team collaboration
** Russell Investment Group is seeking an Associate Director, Technical Lead for their PMA Services team, focusing on enhancing onboarding processes and client servicing in the Personalized Managed Accounts program. The role requires strong problem-solving skills, effective communication, and collaboration across various teams to deliver high-quality outcomes for advisors and investors. **

Job Summary

  • This role serves as the technical subject matter expert for onboarding and servicing within the Personalized Managed Accounts program at Russell Investments.
  • The position involves evolving the PMA services team to incorporate an industry-leading client experience while streamlining workflows through automation.
  • Candidates will receive a competitive total rewards package including an annual performance bonus, healthcare, retirement plans, and wellbeing programs.

Matching Summary

Match Score: 75

** Russell Investment Group is seeking an Associate Director, Technical Lead for their PMA Services team, focusing on enhancing onboarding processes and client servicing in the Personalized Managed Accounts program. The role requires strong problem-solving skills, effective communication, and collaboration across various teams to deliver high-quality outcomes for advisors and investors. **

Salary

Base: $110,000 USD - $130,000 USD; Bonus: Annual performance bonus subject to eligibility; Benefits: Healthcare, retirement, vacation, and wellbeing programs

Skills & Requirements

Must-have

  • PMA onboarding and servicing expertise
  • complex issue resolution capabilities
  • cross-functional team collaboration
  • Microsoft Office suite proficiency
  • process documentation and communication

Nice-to-have

  • strong problem-solving skills
  • client-focused mindset
  • systems thinking approach
  • adaptability to changing requirements
  • trusted relationship building

Key Requirements

  • BS/BA degree in Accounting, Business, or Finance
  • Series 7, 24, and 66 licenses preferred
  • Separately Managed Account knowledge required
  • Previous financial industry operational experience
  • US work authorization without sponsorship

Work Rights

Must be legally authorized to work in the United States

Tailored Resume

Cover Letter