Russell Investments
Associate Director, Technical Lead, PMA Services
Milwaukee, USA · Director
No sponsorshipDetected 177 days ago
AccountingFDA RegulatoryLeadershipCommunicationProblem SolvingMicrosoft Office
Stay score
odds of building a lasting career here
37Risky
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds40
Fits your clock70
Thin sponsorship signal and lottery-bound. A low-probability bet with your clock running. Prioritize cap-exempt roles and proven entry-level sponsors first.
Lottery odds assume a STEM candidate.
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About the role
- At Russell Investments, we strive every day to improve financial security for people.
- As part of the US Advisor and Intermediary Services (AIS) Personalized Solutions team, you will join a collaborative and client-focused group committed to delivering high-quality outcomes for advisors and investors.
- This role is a blend of functional leadership and hands-on execution, focused on optimizing processes, resolving complex issues, and supporting relationships between Russell Investments, financial sponsor firms, and our platform provider.
Responsibilities
- Partner with the PMA Services team lead and drive continuous improvement efforts to streamline, automate, and enhance onboarding workflows
- Design, document, and communicate complex onboarding and account maintenance processes
- Partner cross-functionally with PMA Services, Sales, Trading, and Operations teams to drive efficiency and consistency
- Act as the primary liaison between Russell Investments, platform providers, and broker/dealer partners
- Develop, maintain, and update onboarding and maintenance documentation, forms, and procedures
- Support financial advisors with onboarding and account maintenance through proactive communication (phone and email), as needed
- Collaborate with the PMA Services Manager to ensure accurate and up-to-date process documentation
Requirements
- Proficiency with Microsoft Office suite
- Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Nice to have
- Accounting, Business, Finance, preferred.
- Licenses preferred - Series 7, and 66.
- Separately Managed Account knowledge is a plus
Compensation
- $110,000 USD - $130,000 USD
- Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law.
- At Russell Investments, salary is just one part of our compensation package.
- Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Company info
- Job Description: At Russell Investments, we strive every day to improve financial security for people.
Equal opportunity
- Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status, or any other characteristic protected by law.
Visa & Work Authorization
- This role is a blend of functional leadership and hands-on execution, focused on optimizing processes, resolving complex issues, and supporting relationships between Russell Investments, financial sponsor firms, and our platform provider.
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This listing is sourced directly from Russell Investments's careers page and normalized into a canonical job model.