Ren · 2 months ago
Associate Director, Investments
Hudson, Ohio
Full-time
Onsite
Mid, Senior Level, Lead/Staff
3+ years expRen is seeking an Associate Director, Investments to serve as a key liaison between advisors, operations, and investment partners. This role is responsible for ensuring accurate execution of investment-related activities, managing account setups and liquidations, and maintaining compliance with regulations and firm policies.
Financial Services
Responsibilities
Process new account setups, maintenance, and transfers using multiple systems
Assist with account liquidations and ensure proper documentation and compliance
Handle dual signature requirements for investment transactions
Support operations requests such as password resets and log-in credential unlocks
Respond to inquiries related to LOAs, paperwork, and general account questions
Confirm investment account details via email and maintain shared inboxes
Resolve Salesforce cases including locked logins, closing funds, and statement requests
Ensure accurate loading and correction of documents in system workflows
Ensure adherence to firm policies and regulatory requirements for all investment activities
Lead and support projects such as signer updates, paperwork corrections, and other initiatives
Exhibit an elevated level of professionalism and a client-focused approach that is responsive, proactive, accountable, and reliable, adjusting communication appropriately for various levels and parties
Work in a dynamic team environment and participate in strategic initiatives, recommending best practices and operational efficiencies to create better client experience, and maintain high quality data
Other duties as assigned by the Director, Investments
Qualification
Required
Bachelor's degree required in finance, business, or another related field
3 or more years of experience in financial services or the investment management industry
Excellent communication and interpersonal skills with the ability to develop relationships
Advanced Microsoft skills (Excel including macros, PowerPoint, Word, etc)
Strong knowledge of investment products, compliance standards, and operational workflows
Self-motivated and goal-oriented, with the ability to multi-task, prioritize and work independently
Strong analysis and critical thinking with the ability to implement plans
Preferred
Working knowledge of current federal IRS rules and regulations governing donor-advised funds
Company
Ren
Ren is a driving force that powers people, ideas, and institutions for good.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ronald Bowes
Chief Technology Officer
Andy Barton
Chief Financial Officer
Company data provided by crunchbase