Joshua Vance
Middle Office Associate at Fiducient Advisors
- Role
- Middle Office Associate at Fiducient Advisors
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Joshua Vance
As a Middle Office Associate at Fiducient, I bring a strategic blend of analytical insight, operational efficiency, and client-focused support to the table. With a strong foundation in financial planning and internal process improvement, I thrive on translating complexity into clarity—both for teams and clients.My professional journey has been shaped by a deep curiosity and a commitment to continuous growth. Whether I’m leading internal initiatives to streamline operations or supporting investment advisory teams, I’m driven by results and collaboration. Earning my Series 65 and SIE certifications reflects not only my technical proficiency but also my dedication to the field.Career highlights include spearheading cross-functional projects that supported company scaling, and cultivating talent during my time as an Operations Manager. I take pride in creating environments where teams can thrive and deliver lasting impact.I\'m always open to connecting with fellow professionals, sharing insights, and contributing to thought leadership. If you\'re interested in discussing the evolving landscape of finance, operational strategy, or opportunities for speaking engagements, let’s connect.
Experience
Middle Office Associate
Feb 2025 — Present · Chicago, IL, US
Responsible for the delivery and execution of exceptional service to institutional clients, custodian firms, money managers, and consultants.
Education
Kalamazoo College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
2014 — 2018
Skills
- Critical Thinking
- Team Building
- Strategic Marketing
- People Skills
- Business Process Improvement
- Intercollegiate Athletics
- Quote Preparation
- Teamwork
- Business Strategy
- Public Speaking
- Customer Relationship Management (Crm)
- Sales Process
- Money Management
- Leadership
- Time Management
- Communication
- Customer Service
- Microsoft Office
- Sales
- Social Media
- Microsoft Powerpoint
- Economics
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.