Operations Manager (Wealth Management)

Company Description

AlTi Tiedemann Global (“AlTi”) is a NASDAQ listed global wealth and investment advisory firm partnering with the world’s most discerning and dynamic families, business owners, trusts, foundations, and endowments. The firm manages or advises on approximately $89 billion in combined assets and has an extensive network of c.450 professionals across three continents.

At AlTi, performance excellence is the baseline.

While some firms only manage portfolios, we steward families, fiduciaries and institutions through creation, transition, and evolution. Because when wealth is managed with clarity of purpose, it doesn’t just grow, it resonates. Guiding generations. Driving outcomes. Changing lives.

We help our clients align ambition with assets, bring structure to complexity, and plan with purpose across generations. We combine the breadth of a global firm with the service offering of a family office to deliver solutions designed to meet the full complexity of wealth and capital.

Our close partnership with clients means that culture is not an accessory to our business. It’s the foundation of our success. We believe this builds tighter teams, integrated and comprehensive advice, longer tenures, and better outcomes. We collaborate with and challenge each other, and our entrepreneurial culture supports the unique qualities of each team member.

As a growing global firm with offices in 19 major financial centers, we are looking for talented individuals to expand our team. If you’re committed to making wealth worth more through enduring partnership, we want you to join us.

To learn more visit alti-global.com .

Job Description

With reference to investment advisory services, portfolio management, and order reception and transmission, this role is responsible for managing all back- and middle-office tasks related to these investment services. The role also includes managing relationships and coordinating with the parent company and external consultants regarding regulatory compliance/relations with supervisory authorities. The position includes providing support in client services.

Job Responsibilities

• Provide support for the transmission of orders/investment recommendations.
• Provide client support for the execution of investment decisions, including direct interaction with clients.
• Liaise with custodian banks, funds (including Private Equity funds), and other counterparties to collect data (trade confirmations, account statements, portfolio statements) and support data analysis to produce quantitative outputs for portfolio management and client reporting.
• Support regulatory compliance activities (KYC procedures, suitability reports; coordination with external consultants and the parent company for organising communications/reporting, particularly to the Bank of Italy and CONSOB).
• Monitor cash flows related to client positions and interact with clients on operational matters.
• Maintain daily, monthly, and annual paper and electronic filing systems.
• Support the preparation of documents for pitches/presentations to potential new clients and collaborate with the Investment Team on administrative and operational matters related to client positions.

Qualifications

• Higher education (a degree in economics would be preferred).
• Good knowledge of English.
• Excellent knowledge of the Office suite, particularly Excel.
• At least 4 years of experience.
• Strong ability to support others—team player.
• Strong multitasking skills.
• Confidentiality and discretion.

** Please send your resume in English to be reviewed