About the role
AIM is seeking an Operations Associate – Third Party Managers to support the operational and service needs of strategists utilizing the AIM platform. This individual will serve as a key point of contact for operational support, onboarding, billing coordination, reporting, and day-to-day service requests related to third party managers and strategists on the platform.
Responsibilities * Support onboarding and operational setup of strategists and third party managers on the AIM platform. * Coordinate strategist fee setup, billing communications, invoice distribution, and related operational processes. * Assist with fee reconciliation, tracking, and resolution of fee-related inquiries and discrepancies. * Generate and distribute reports for strategists and internal stakeholders. * Support operational service requests including password resets, account maintenance, and platform support items. * Coordinate intake and processing of strategist performance files for platform uploads and reporting. * Assist with setup and maintenance of shell models and related platform configurations. * Monitor workflows and proactively identify and resolve operational issues while escalating complex items as needed. * Partner with internal teams to improve processes, drive operational efficiencies, enhance the strategist experience, and identify opportunities to leverage AI, automation, and product enhancements. * Maintain accurate records, documentation, and tracking related to strategist operational workflows.
Requirements * Strong communication skills, both written and verbal. * Strong attention to detail and organizational skills. * Demonstrated curiosity and willingness to embrace AI, automation, and emerging technologies to improve operational efficiency and scalability. * Ability to manage multiple tasks and workflows with accuracy and accountability. * Strong problem-solving skills and ability to work independently. * Comfortable working cross-functionally with operations, product, service, and leadership teams. * Proficiency in Microsoft Office applications, particularly Excel. * A proactive, entrepreneurial mindset with a willingness to learn and grow in a fast-paced environment. * Ability to thrive in a remote work environment while remaining highly responsive and accountable. * Interest in financial services, wealth management, or platform operations preferred. * Bachelor’s degree required.
Compensation: $65k annually with a 30% bonus This is a hybrid position at our Lisle location.