Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, we’ve experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in discretionary assets (and counting) are using 55ip.

 

Job Description

 

As a Management Associate within 55ip, you will work to provide comprehensive support, focusing on firmwide coordination and management. You will play a crucial role in facilitating initiatives and ensuring seamless operations across the organization. You should have experience in management support, working closely with executive leadership, and possess strong organizational and communication skills. You will be motivated, strategic, a problem solver, and an effective leader. This role is based in Boston, MA.

 

Job responsibilities

Provide direct support to the senior Management Team, assisting in the coordination of firm-wide initiatives and strategic priorities.

Coordinate and facilitate meetings for the senior Management Team, ensuring effective agenda setting, documentation, and follow-up on action items.

Manage executive processes and presentations, ensuring materials are of high quality and proactively prepared.

Prepare ad hoc analyses and presentations for various management meetings.

Assist with the planning and execution of firm-wide Townhalls and events to ensure seamless execution and organizational alignment.

Establish and manage key management processes and materials, including Management Information Systems (MIS), business, and financial reviews.

Drive execution and successful delivery of the strategic agenda.

Facilitate communication and collaboration across departments to ensure alignment with organizational goals.

Assist in the planning process, including setting corporate priorities and developing strategies with key stakeholders.

 

 

Required qualifications, capabilities and skills 

Strong work ethic and a desire to work in a fast-paced environment. 

Exceptional organizational capabilities, attention to detail, and analytical skills. 

Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines. 

Excellent written and verbal communication skills. 

Proficiency in Excel, PowerPoint, and LLM tools.

Ability to work cooperatively and collaboratively with all levels of employees and management. 

Experience in management support and strategic planning in a financial services or investment management context. 

Understanding of ETFs, mutual funds, model-portfolios, separately managed accounts, and direct indexing

 

 

About 55ip

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ActiveTax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. More information is available at https://55-ip.com/