Trading Operations Manager - Excel & Data Analytics
Modern Wealth Management, LLC
Modern Wealth Management, LLC in Campbell, CA, is seeking an Operations Manager to support the advisors by ensuring the smooth execution of daily trading-related workflows, account monitoring, and reporting. This back-office role collaborates with the outsourced trading team, uses Orion to run reports, analyzes data in Excel, and develops macros—often with Copilot assistance—to improve processes. Candidates should have trading or investments experience and strong Excel skills; familiarity with #J-18808-Ljbffr Modern Wealth Management, LLC
Vacancy posted 3 days ago
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