Operations Associate Job at Fin Capital (King of Prussia)

Operations Associate

Fin Capital

Location:
United States , King of Prussia

Category:
Finance

Contract Type:
Not provided

Salary:

60000.00 - 75000.00 USD / Year

Save Job

Apply Position

Job Description:

We are seeking an enthusiastic and highly organized professional to join our Investment Operations team as an Operations Associate. This person will be responsible for coordinating the setup of investment products and programs with our partner custodians, advisors, fund/insurance companies, and investment managers. They will be responsible for managing internal and external communications around investments with various stakeholders including clients, vendors, and partners.

Job Responsibility:

Partnering with our plan sales and implementations teams to vet and implement the investment options for plans being brought onto the Vestwell platform
Coordinating with our custody partners to ensure a seamless new plan onboarding process
Liaising with Fund and Insurance companies to ensure appropriate processes are in place for making funds available within plans
Working with 3rd party investment managers and advisors to define onboarding and ongoing requirements
Ensuring investment options are in sync with the respective programs
Ensuring investment performance and fact sheets are updated regularly
Participate in key quality assurance processes

Requirements:

1+ year of experience in a Financial Services, or related industry
The ability to understand the “big picture” and the importance of the team’s role in the overall process
Excellent communication skills across internal stakeholders and external partner groups
Passion for learning and applying new concepts, and bridging information where continued process-development is key
The ability to self-manage around tight deadlines in a fast-paced environment while ensuring the integrity and accuracy of the details
Strong technical proficiency using Excel and process management tools

Nice to have:

Intermediate SQL skills
Previous experience within financial services, with a focus on investment operations and fund implementation

What we offer:

Competitive health coverage
Generous vacation offering
Hybrid office policy
Great 401(k) plan

Additional Information:

Job Posted:
February 17, 2026

Employment Type:

Fulltime

Work Type:

Hybrid work

Fin Capital - All Job Offers

Job Link Share: