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Investment Operations Associate

Posted: 11/04/2026
Accounting

Investment Operations Associate
LiveWell Capital, Private Client Group — Troy, Michigan (Hybrid)

About the role

LiveWell Capital is seeking a detail-oriented and motivated Investment Operations Associate to join our team in Troy, Michigan. This is a hybrid position offering the flexibility of both in-office and remote work.

You will play a key role in supporting the day-to-day operations of our investment practice, ensuring accuracy, efficiency, and an exceptional client experience. This role involves opening and managing many different types of investment accounts, and at times handling a high volume of work. Strong working knowledge of account types, documentation requirements, and operational workflows is essential to success in this position.

What you will do

  • Open, process, and monitor a variety of investment accounts, including transfers, contributions, and distributions
  • Prepare and review client account documentation for accuracy and completeness
  • Maintain and update client records in the firm’s portfolio management and CRM systems
  • Coordinate with internal teams and external vendors to ensure seamless operations
  • Stay current on industry regulations, firm policies, and operational best practices

What we are looking for

  • Highly preferred: Active Series 7 or SIE  license at time of hiring. If you do not hold the Series 7, you must have industry experience and be willing to obtain the license
  • Preferred: Bachelor’s degree from an accredited institution
  • 1-2 years of experience in investment operations, financial services, or a related field
  • Proficiency with portfolio management software and CRM platforms
  • Strong attention to detail with excellent organizational and time management skills
  • Ability to work both independently and collaboratively in a hybrid environment
  • Professional communication skills, both written and verbal

What we offer

  • Competitive compensation: $50,000 - $63,000 annually
  • Hybrid work schedule with in-office collaboration in Troy, MI
  • Comprehensive health, dental, vision, life, and disability coverage
  • Retirement plan with employer match
  • Unlimited PTO
  • Opportunities for professional development and career growth

How to apply

Qualified candidates should submit a resume and a brief cover letter outlining their qualifications and interest in the role. Applications can be sent to the contact provided below.

Lindsey Tocco

Chief of Staff

101 W. Big Beaver Rd., Suite 500

Troy, MI 48084
E: lindsey.tocco@nm.com

P: 248.273.1037

F: 248.856.3893

www.livewellcapital.com


 

Investment Operations Associate
LiveWell Capital Detroit
Lindsey Tocco

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