Job Description

Advance your career as an Operations Associate with us at Nutmeg, where your expertise will enhance operational efficiency and contribute to the evolution of our industry. Join a dynamic team that values innovation and collaboration, providing exceptional opportunities for professional growth and advancement. Utilize your skills in operations management to make a tangible impact, while enjoying a supportive environment that champions your success. Be part of a company that invests in your development and celebrates your achievements. Your next big career move starts here!




As an Operations Associate at Nutmeg, you will play a crucial role in optimizing and overseeing key operational processes and initiatives from start to finish. Your efforts will significantly impact various departments, ensuring that operations align with our business strategy and vision. You will apply your extensive knowledge of operations management principles, leveraging your skills in data analytics, digital proficiency, and cross-functional collaboration to drive success. Additionally, you will be responsible for managing a team, effectively delegating tasks, and fostering a culture of inclusivity and team growth.

Job responsibilities

Oversee and optimize daily operational processes to ensure efficiency and alignment with organizational goals. Apply your strategic brokerage thinking skills to identify potential scenarios, evaluate their impact and risk, and make informed decisions that directly affect departmental outcomes. Develop and implement strategies to improve operational workflows and enhance productivity across departments. Collaborate with cross-functional teams to ensure seamless integration of operations with business objectives. Manage and mentor the operations team, fostering a culture of continuous improvement and professional growth.

Required qualifications, capabilities, and skills

Demonstrated expertise in overseeing and optimizing complex operational processes from inception to execution. Extensive understanding of brokerage practices, strategies, and regulations. In-depth knowledge of corporate actions and mutual funds, including their processes, regulations, and industry standards. Proven ability to apply advanced analytical, technical, and problem-solving skills in an operations management context. Strong analytical skills to evaluate complex information, including legal regulations, market trends & financial data. Proficiency in using software applications, digital platforms, and other technological tools to solve problems, improve processes, and effectively communicate and collaborate with clients and stakeholders. Proficiency in test planning, execution, and reporting. Strong proficiency in Microsoft Excel

Preferred qualifications, capabilities, and skills

Implement automation to streamline project workflows and increase operational efficiency. Foster a culture of innovation by encouraging creative problem-solving and the adoption of new technologies. Solid Understanding of financial markets and investment products. Experience in managing a diverse team, with a focus on delegation, team building, and fostering an inclusive environment. Proficiency in Alteryx, with experience in designing and implementing complex workflows for data preparation, blending, and analysis.
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