Russell Investments

Associate Director, Technical Lead, PMA Services

Milwaukee, USA · Director

No sponsorshipDetected 85 days ago

AccountingFDA RegulatoryLeadershipCommunicationProblem SolvingMicrosoft Office

About the role

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
Ability to communicate clearly and build trusted relationships with others.
As an Associate Director, Technical Lead - PMA Services, you will serve as the subject matter expert for onboarding and servicing within the Personalized Managed Accounts (PMA) program.
Success in this role requires strong problem-solving capabilities, clear communication, and the ability to collaborate effectively across internal teams and external partners.

Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
BS / BA degree. Accounting, Business, Finance, preferred.

Accounting, Business, Finance, preferred.
Licenses preferred - Series 7, and 66.
Separately Managed Account knowledge is a plus
Previous experience within financial industry
Previous experience in an operational capacity with account openings, transactions, etc.
Proficiency with Microsoft Office suite
High attention to detail
Solves and analyzes problems effectively, with a process for decision making.

$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.

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.

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.

This listing is sourced directly from Russell Investments's careers page and normalized into a canonical job model.