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Foster & Motley Careers

Foster & Motley is looking for talented individuals to join our team for the following position:

Operations Specialist

About Foster & Motley

Foster & Motley is a steadily growing, independent, employee-owned, fee-only firm that provides clients with investment management and comprehensive financial planning.  We currently manage over $2.5 Billion in client assets and have 50 dedicated employees. The firm's culture promotes collaboration, professional growth, and a commitment to providing exceptional client service. 


Operations Specialist

Position Summary

Foster & Motley, Inc. is seeking an Operations Specialist to join our team.  This is a full-time position located in Cincinnati, Ohio. The Operations Specialist is a core member of the Operations team, responsible for identifying inefficiencies, developing and executing improvement plans, and supporting the firm’s operational infrastructure. This role requires a proactive, detail-oriented individual who takes initiative, follows through independently, and contributes to the continuous enhancement of processes and systems. The Operations Specialist will serve as a primary resource for several key operational functions and a backup resource for other key operational functions, ensuring continuity and support across the team. 


Essential Functions

  • Collaborate with Operations team members to evaluate workflows, identify areas for efficiency, and implement process improvements. 
  • Assist in maintaining accurate client data in Tamarac and Portfolio Center, including daily transactions, corporate actions, cost basis, and private assets; coordinate updates with Advisor Services and the F&M Investment Management Team. 
  • Assist in maintaining accurate data and providing support for core business applications (including but not limited to Schwab, Mailchimp, Salesforce, and ShareFile) by assisting users, maintaining up-to-date documentation, completing data audits, and updating to ensure smooth functionality. Additionally, help in completing essential processes within these systems that are critical to the firm’s operations. 
  • Assist in managing class action processing, trading reconciliation, and private investment transactions. 
  • Support client onboarding and account setup; audit documentation and proactively resolve issues. 
  • Coordinate and manage operational tasks related to the death of a client, with a strong focus on timely and thorough follow-up. This includes tracking and completing account updates, communicating with custodians, updating cost basis, and ensuring all necessary actions are completed and documented. 
  • Serve as the central point for client billing, including quarterly billing and appraisal reports; manage and execute the complete billing and quarterly performance reporting process with the support of other Operations, Client Service, and Investment Management team members. 
  • Create and maintain training and procedural documentation for internal teams. 
  • Support firm-wide reporting needs, including compliance, client, investment management team, and internal reports. 
  • Provide backup support for the firm’s accounts payable operations. 
  • Perform additional duties as assigned to support evolving business needs. 


Minimum Education and Experience Required

  • High School Diploma required; College degree is preferred.
  • Experience in financial services industry back-office operations is preferred.
  • Experience with Schwab, Tamarac, Portfolio Center, and Salesforces is a plus.
  • Demonstrated ability to evaluate operational workflows, identify inefficiencies, and implement process improvements with precision and timeliness.
  • Demonstrate accountability by taking ownership of tasks, ensuring timely follow-up, and contributing to a culture of continuous improvement.
  • Highly organized, with exceptional attention to detail and the ability to manage multiple priorities under tight deadlines.
  • Proficient in utilizing and supporting portfolio reporting systems and CRM, capable of maintaining up-to-date documentation, conducting data audits, and ensuring smooth system functionality.
  • Proficient in Microsoft Office programs (Outlook, Excel, PowerPoint, etc.).
  • Ability to work independently and within a team environment.
  • Resolve situations using sound judgment.
  • Adhere to ethical and confidentiality standards.


What This Role Offers

  • Competitive salary commensurate with experience
  • Annual bonus
  • Safe Harbor 401(k) plan with discretionary profit sharing
  • Medical, Short-Term/Long-Term Disability and Group Life insurance
  • Paid time off and paid parental leave
  • Opportunities for professional growth and continuing education
  • Two days per week of remote work flexibility, starting after 90-days of employment


To Apply

If interested, please email your resume  and cover letter to careers@fosterandmotley.com. All inquiries will be held in the strictest confidence.