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Nextera Search Group

Investor Relations & SMA Onboarding Specialist

village of rye brook, NY

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About this opportunity

Nextera Search Group lists this Investor Relations & SMA Onboarding Specialist opportunity in village of rye brook, New York. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Nextera Search Group is seeking an Investor Relations Associate in New York to manage end-to-end SMA onboarding, coordinate with custodians, and maintain advisor relationships. The role requires meticulous attention to detail, strong communication, and ownership of processes from initiation to completion.

The ideal candidate has 3–5+ years in asset management or onboarding, familiarity with custodians and advisor platforms, and experience with CRM systems.

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