Who We Are

OneAscent is a family of companies committed to helping people align their financial decisions with their values—and we take that mission seriously, even if we don’t take ourselves too seriously. We’re a growing, values-aligned RIA serving advisors and clients across the country, and we believe excellent work done with the right heart posture can change lives. Our culture is shaped by five core values we actually live out (not just hang on the wall): Kingdom-Focused Excellence, Humble (Big Team, Little Me), Hungry (Committed, Can-Do Attitude), Smart (Competent and Accountable), Client’s Needs First—Always

What It Takes to Win in This Role

Operations Execution & Oversight

• Manage day-to-day investment operations across ETFs, fixed income, and multi-asset strategies
• Oversee trade support, reconciliation, cash flows, corporate actions, settlements, and operational reporting
• Coordinate with custodians, administrators, and service providers to ensure accurate execution

Investment Team Enablement & Cross-Functional Coordination

• Serve as the primary operations partner to portfolio managers and investment leadership
• Liaise with Marketing to support product launches, updates, disclosures, and investment communications
• Ensure operational readiness for new strategies, vehicles, and investment initiatives

Process Discipline, Controls & Scale

• Maintain and improve operational workflows, controls, and documentation for the investment group
• Support compliance and audit needs through strong operational processes and data integrity
• Identify opportunities to streamline operations as the investment platform grows
• Strong attention to detail and understanding of operational risk

Required Qualifications

• Bachelor’s degree in finance, business, economics, or a related field
• 3+ years of experience in investment operations (asset management, RIA, or investment platform)
• Experience supporting multiple asset classes (e.g., ETFs, fixed income, multi-asset)
• Strong understanding of trade lifecycle, reconciliation, and investment operations workflows
• Ability to work cross-functionally with investment, compliance, and marketing teams
• Advanced Excel skills
• Familiarity with various TAMP platforms (e.g., Blackdiamond, Adhesion, Orion, etc.)
• Custodian Experience (e.g., Schwab, Fidelity, BBH, BOA, etc.)
• Experience with data platforms (Morningstar, Bloomberg, FactSet, etc.)
• OMS/EMS experience
• SEC Audit experience

Preferred Qualifications

• Experience supporting ETF or fund operations
• Familiarity with investment compliance and regulatory reporting requirements
• Experience coordinating with marketing on investment materials and disclosures
• Knowledge of portfolio accounting, trading, and performance systems
• Detail-oriented operator with a continuous-improvement mindset
• Familiarity with various TAMP platforms (e.g., Blackdiamond, Adhesion, Orion, etc.)