Asset Management - 55IP Platform Management Associate - Associate

Job Description

Join Us at 55ip & Help the Wealth Management Industry Move Forward

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 intuitive experience and intelligent automation.

Driven by strategic partnerships with world-class asset management firms, we've experienced breakthrough growth over the last year.

Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

Platform Management Associate

As a Platform Management Associate within the Platform Management & Strategy team, you will partner with Product, Operations, and Technology to establish operating models, maintain legal agreements and disclosures, and work closely with control partners-including Legal, Risk, and Compliance.

The Associate will play a crucial role in facilitating these efforts and ensuring seamless operations across the organization.

The ideal candidate has experience leading cross-functional initiatives and supporting controls, audit, and regulatory activities.

The candidate will be motivated, strategic, a problem solver, and an effective leader.

This role is based in Boston, MA.

Job responsibilities


* Serve as a key contributor to the Platform Management Team, supporting the effective operation and governance of the business platform


* Lead and support operational projects, ensuring timely delivery and clear communication with stakeholders


* Design processes and operating models, and assist in documentation of policies, procedures and controls


* Partner with Control, Risk, Compliance, and Legal teams to enhance the control environment, ensure regulatory and policy adherence, and deliver on issue action plans


* Assist with contract management, including review and oversight of client agreements, enterprise contracts, and vendor agreements


* Coordinate and manage updates to platform disclosures, ensuring accuracy and compliance with regulatory standards


* Coordinate audit activities, including preparation, documentation, follow-up on findings, and collaboration with auditors and internal control functions for business reviews and exams


* Manage multiple priorities in a fast-paced environment, demonstrating strong organizational and problem-solving skills

Required qualifications, capabilities and skills


* Strong work ethic and a desire to work in a fast-paced environment.


* Exceptional organizational capabilities, attention to detail, and analytical skills.


* Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines.


* Excellent written and verbal communication skills.


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