Investment Operations Specialist
Sentinel Group
About this role
Sentinel is seeking an Investment Operations & Client Service Associate to support financial advising activities by managing operational systems, client accounts, and reporting. The role involves client support, trade placement, and internal collaboration within a registered investment advisory firm, emphasizing accuracy, organization, and strong communication skills.
Skills
About Sentinel Group
sentinelgroup.comSentinel Group is a Wakefield, Massachusetts–based financial services and benefits firm serving individuals, employers, and partners. The company provides wealth management and financial planning support — helping clients with budgeting, retirement planning, and guided financial journeys — and delivers employer benefits and retirement plan solutions. Sentinel positions itself as a trusted advisor network (including planners and partner programs) with online resources and client services to support long‑term financial goals.
About Sentinel Group
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Salary
$63k – $68k
per year