Foster & Motley Careers

What This Role Offers

• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education 
• Up to 16 hours 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.

Operations Specialist

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, Dental, Vision, Short-Term/Long-Term Disability, and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment

To Apply

Portfolio Rebalancing Associate (AI Focus)

Position Summary

• Assist in the development and execution of investment strategies across asset classes
• Conduct in-depth financial analysis, valuation modeling, and market research
• Monitor portfolio performance and prepare regular reports for clients and internal stakeholders
• Review portfolios and identify accounts that require rebalancing
• Execute trades to bring portfolios back in line with target allocations
• Support due diligence on potential investments, including industry analysis and risk assessment
• Stay current on macroeconomic trends, regulatory changes, and market developments
• Maintain and update investment databases, tools, and performance tracking systems
• Utilize artificial intelligence to streamline and automate the portfolio rebalancing process, as well as other ad hoc Investment Management processes 
• Provide analytical and operational support to the Fixed Income Portfolio Manager
  
  

Minimum Education and Experience Required

• Bachelor’s degree in Business Administration, Finance, Accounting, or related field
• Willingness to pursue Series 65 exam and CFA® designation
• Experience in investment management, equity research, or financial analysis preferred
• Experience with portfolio rebalancing tools or systems (e.g. Tamarac) is preferred
• Proficiency in financial modeling, and Bloomberg or similar platforms is preferred
• Excellent analytical, quantitative, and problem-solving skills
• Effective communication and presentation skills
• Proficient in Microsoft Office programs (Outlook, Excel, PowerPoint, etc.)
• High attention to detail and ability to manage multiple tasks under tight deadlines
• Adhere to ethical and confidentiality standards
  
  

• Competitive salary commensurate with experience
• Annual bonus
• Safe Harbor 401(k) plan with discretionary profit sharing
• Medical, Dental, Vision, Short-Term/Long-Term Disability and Group Life insurance
• Paid time off and paid parental leave
• Opportunities for professional growth and continuing education
• Up to 16 hours per week of remote work flexibility, starting after 90-days of employment
  
  

To Apply