Investment Services Associate
Investment Services Associate
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Job Alert
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USD 62000 - 68000
1 Vacancy
Job Description
POSITION: Investment Services Associate
COMPANY: Melanin Money
REPORTING TO: Da-zha Jones Chief Product Officer
STATUS: FT Employee (W2)
COMPENSATION: $/yr based on experience performance bonus
BENEFITS: Health and personal life insurance generous holiday allowance financial planning services flexible schedule remote
LOCATION: Remote 9AM-6PM ET 40 hrs/wk; open to US residents; ability to travel 3-5 times per year
START DATE: November 3 2025
APPLICATIONS ACCEPTED THROUGH: October 8 2025
ABOUT THE INVESTMENT SERVICES ASSOCIATE POSITION
At Melanin Money we are on a mission to close the Wealth Gap for people of color by $100 billion- helping first-generation wealth builders entrepreneurs and high earners create grow and preserve wealth. We are excited to be expanding our impact with the rollout of our in-house asset management services to complement our financial planning services. This new capability will allow clients to trust us not only with their financial strategy but also with the direct management of their investment portfolios.
We are searching for a motivated growth-oriented professional to join our team as an Investment Services Associate. In this role you will play a key part in the launch of our in-house asset management services starting with client data management onboarding and operational workflows. As the operational foundation is built your role will transition to client-facing support-handling portfolio check-ins reporting walkthroughs and day-to-day account support. This is a unique opportunity to build a career at the intersection of financial planning investments and client success. Our ideal candidate is detail-oriented client-focused and excited about building a long-term career in wealth management.
This is a remote full-time employee role (40 hours 9AM-6PM ET) open to US residents. Candidates must be available to travel 3-5 times per year and must have 1-3 years of experience in client service financial operations or related roles (financial services preferred but not required). SIE Series 7 and Series 63 licensing is required.
YOURE PERFECT FOR MELANIN MONEY IF...
- You are detail-oriented and meticulous; you take pride in accuracy especially when managing client data onboarding paperwork and operational workflows.
- You are organized and process-driven and are able to follow SOPs and workflows with consistency and reliability.
- You are a highly resourceful problem solver proactively finding answers and using available tools when questions arise.
- You are a clear and effective communicator and can explain complex technical processes in plain language that makes sense to clients and colleagues alike.
- You think with a client-first mindset and enjoy interacting with clients; you anticipate needs at every step to exceed expectations and build client trust.
- You are comfortable with ambiguity and change adapting quickly while maintaining quality in a growing evolving offering.
- You build relationships and approach work collaboratively partnering with teammates across the firm.
- You are passionate about helping clients succeed financially and enthusiastic about learning the ins and outs of portfolio management.
- You are eager to grow and excited by a long-term career path that evolves with increasing responsibility.
- You have a strong knowledge of mutual funds and ETFs (required) and some knowledge of asset transfers (not required but a plus).
- You are proficient with CRMs (Hubspot experience is a plus).
- You bring 13 years of experience in client service financial operations or a related role (required); financial services experience is not required but a plus.
- You hold SIE Series 7 and Series 63 licenses (required).
- You are genuinely excited to join a mission-driven firm working to close the wealth gap for people of color and help clients build generational wealth.
RESPONSIBILITIES
Phase 1 Operations & Support (First 6 Months)
- Maintain and update client and prospect data in HubSpot CRM and RightCapital ensuring accuracy and consistency across platforms.
- Aggregate organize and tag held-away asset data to support targeted client outreach.
- Support client onboarding workflows including intake forms account setup and custodial transfer paperwork.
- Prepare summary reports and dashboards for advisors in collaboration with the operations team.
- Coordinate outreach to clients invited into the beta program providing timely updates and support.
Phase 2 Client-Facing Transition (612 Months)
- Join onboarding and service meetings with clients supporting advisors and addressing client questions.
- Conduct proactive follow-up calls (30-day and 60-day check-ins) to ensure smooth onboarding and transfer progress.
- Walk clients through onboarding kits and portfolio basics in clear jargon-free language.
- Manage service-related issues (e.g. signatures custodial requirements) escalating complex cases to advisors as needed.
- Serve as a reliable point of contact for onboarding updates and general account support.
Phase 3 Ongoing Client Service (1218 Months)
- Lead quarterly portfolio service check-ins and collaborate with advisors to prepare annual review meetings.
- Present portfolio reports to clients highlighting performance allocations and next steps in clear approachable terms.
- Act as the primary point of contact for day-to-day portfolio service requests including deposits and withdrawals.
- Partner with advisors to ensure clients receive proactive seamless service.
- Support investment-management-only clients by delivering baseline conversations about performance allocation and service needs.
TOOLS YOULL USE
Canva Google Sheets Hubspot Loom RightCapital Slack YCharts Zoom
ABOUT THE FOUNDERS MELANIN MONEY
George Acheampong is a finance and entrepreneurship thought leader and Co-Founder of Melanin Money. With over a decade of experience as a financial advisor and wealth planner he is also the Founder and Managing Partner of Capitalwize LLC- a Financial Planning and Investment Management Firm.
Carter Cofield is a Certified Public Accountant (CPA) Personal Financial Specialist (PFS) and Co-Founder at Melanin Money. He is also the Lead Advisor at Cofield Advisors LLC and has devoted his professional journey to empowering entrepreneurs to thrive by strategically navigating their taxes.
Melanin Money is the #1 Brand for wealth builders of color creating a space curated exclusively to serve aspiring and current 1st Generation Melanin millionaires-helping them become legacy leavers for their families.
OUR CORE VALUES
- INNOVATION: We never settle for doing things the old way. We stay curious about how we can make things more seamless refined and world-class for our clients.
- COLLABORATION: We operate as a team. We provide support to one another. We help each other and express empathy.
- EXCELLENCE: We set the standard. We dont check the box and do anything status quo. We make it clear that we are the market leaders in all that we do.
- INTEGRITY: We do the right thing the right way. We dont take shortcuts because it only comes back to bite later on.
- ACCOUNTABILITY: We do what we say we are going to do when we say we are going to do it. When things dont go as planned we take ownership and fix it immediately instead of waiting and pointing blame.
>> APPLY by OCTOBER 8 2025.
Melanin Money is an equal-opportunity employer. We are committed to creating an inclusive and diverse workplace where all employees are treated with respect and dignity. We provide equal employment opportunities to all individuals without regard to race color religion gender gender identity or expression sexual orientation national origin disability neurodiversity age veteran status military service political affiliation or any other characteristic protected by law. We encourage applicants of all backgrounds to apply. If you need assistance or accommodation due to a disability you may contact us at:
This job description is not all-inclusive and certain activities duties or responsibilities may be required of the employee as needed.
Required Experience:
IC
Employment Type
Full-Time
