Back to jobs

Associate Director, Investments

Hudson, Ohio

AsPosition Title Associate Director, Investments

Reports to Director, Investments

Classification Exempt

POSITION SUMMARY

The Associate Director, Investments serves as a key liaison between advisors, operations, and investment partners to ensure accurate and timely execution of investment-related activities. This position processes new account setups and transfers and manages liquidations with strict adherence to compliance standards. The role includes handling dual signature requirements, as well as supporting operational requests such as password resets and log-in credential unlocks. This role requires strong attention to detail, exceptional organizational skills, and the ability to manage complex processes across multiple platforms while maintaining compliance with firm policies and regulatory standards.

ESSENTIAL RESPONSIBILITIES

  1. Process new account setups, maintenance, and transfers using multiple systems.
  2. Assist with account liquidations and ensure proper documentation and compliance.
  3. Handle dual signature requirements for investment transactions.
  4. Support operations requests such as password resets and log-in credential unlocks.
  5. Respond to inquiries related to LOAs, paperwork, and general account questions.
  6. Confirm investment account details via email and maintain shared inboxes.
  7. Resolve Salesforce cases including locked logins, closing funds, and statement requests.
  8. Ensure accurate loading and correction of documents in system workflows.
  9. Ensure adherence to firm policies and regulatory requirements for all investment activities.
  10. Lead and support projects such as signer updates, paperwork corrections, and other initiatives.
  11. 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.
  12. 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.
  13. Other duties as assigned by the Director, Investments.

 

SKILLS AND QUALIFICATION

  • 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
  • Working knowledge of current federal IRS rules and regulations governing donor-advised funds preferred
  • 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

Ren is an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Create a Job Alert

Interested in building your career at Ren? Get future opportunities sent straight to your email.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Select...
Select...

We understand that many factors go into compensation - including benefits, responsibilities, and career growth. This question simply helps us align expectations early in the process. Feel free to share a range and note if you’re open to discussion.

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in Ren’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.