Working at 55ip means standing at the intersection of finance and technology—and at the cutting edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 300 financial advisor firms with $300 billion in assets (and counting) are using 55ip. 

Job summary:

The Platform Management and Strategy Associate on the 55ip Investor Support team will help design, operationalize, and manage 55ip’s operating platform across all product offerings. The candidate will work in collaboration with 55ip’s distribution, product and technology teams to plan and manage priorities that deepen 55ip’s impact and support its business growth. You will be working with tech-enabled operating platforms, collaborating with distribution, product, technology and business administration teams. You will be motivated, strategic, a change agent, a problem solver, and an effective leader.  

Job responsibilities

Design processes and operating models, and assist in documentation of policies, and procedures Monitor platform performance metrics and implement strategies to improve client experience, platform efficiency and operational effectiveness Develop key metrics and track progress to ensure alignment with corporate goals Develop tracking tools to manage risks, cross-dependencies, open items, matters requiring escalation, deadlines, and reporting on various metrics Manage the planning process, including setting corporate priorities and developing strategies with key stakeholders Assist in the development and execution of change management strategies and plans, including communication, training, and support activities  Partner with Control, Risk and Compliance teams to enhance control environment, drive error remediation efforts as needed, and deliver on issue action plans

Required qualifications, skills and capabilities:

Strong work ethic and a desire to work in fast-paced environment  Exceptional organizational capabilities and attention to detail Excellent project management skills, with the ability to manage multiple projects simultaneously and meet deadlines Excellent written and verbal communication skills Proven ability to think critically with process improvement experience and a strong desire to drive efficiencies Ability to work cooperatively and collaboratively with all levels of employees and management Financial services experience, investment management context preferred

Preferred qualifications, skills and capabilities:

Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing is preferred