Trading Platform Conversion & Support Specialist
TEKsystems
TEKsystems is seeking a contract specialist to support advisors & internal trading teams during a platform conversion in Fort Mill, SC. You’ll assist with model management, rebalancing, trading instructions, and complex data issues, while delivering training via webinars, calls, and office hours. You will explain workflow differences between Commonwealth and internal systems, research questions, and escalate when needed. The role covers post-conversion stabilization and documentation updates. #J-18808-Ljbffr TEKsystems
- Yoh is seeking a Trading & Onboarding Consultant to support advisor onboarding, platform training, and conversion-data review across hybrid locations (Fort Mill, SC; Tempe, AZ; San Diego, CA). The role involves research, issue resolution, and updating training materials...PlatformContract work
- ...from a photo products company into the platform that powers the full memory ecosystem:... ...partnerships and business development roadmap in support of Shutterfly’s growth priorities.... ...priorities and strategic gapsInitiate conversations with high-priority partnership...Platform
$42k - $48k
...administrative functions, maintaining office supplies and facilities, and supporting agents through the transaction and closing process.... ...and develop working expertise in the technology tools and platforms offered by REMAX LLC and REMAX Executive Serve as a front-line...PlatformWork at office- Sunbelt Rentals in Fort Mill, SC is seeking a Strategic Customer Support Representative - Pump and Power to serve as the first point of contact for customers, understand needs, provide equipment solutions, negotiate and close deals, and process contracts. The role focuses...Suggested
- ...highly organized and detail-oriented Community HOA Specialist Admin to provide exceptional administrative support to our growing team. This role is crucial in... ...Maintain and update community website and social media platforms. Meeting Coordination: Schedule and...PlatformWork at office
- ...Store and have the ability to run the teller side, platform, and Customer escalations. The role supports driving a team in acquiring, retaining and... ...Customer privacy and Employee safety* Engages in conversations with customers about loan products, facilitates the...PlatformTemporary workWork at office
$28 per hour
Trading & Onboarding Consultant Fort Mill, SC; Tempe, AZ; San Diego, CA (Hybrid) 6+ month contract Job Overview... ...The role will assist with advisor onboarding, platform training, conversion-data review, inbound support, post-conversion issue resolution, and updates to...PlatformContract workWork at office$27.14 - $45.21 per hour
...clients pursue their financial goals.Job Overview:The Analyst, Tech Support provides advanced technical support to LPL Financial Advisors... ..., as well as a multitude of other financial applications and platforms, including internet browsers, mobile applications, email, and...PlatformWork at officeRemote workWork from home- MACHINE LEARNING TECHNOLOGIES LLC in Fort Mill, SC, is seeking a Technical Lead (AWS & .NET) to drive the evolution of trading platforms. The ideal candidate will bridge business requirements and technical execution while leading a high-performing engineering team. Responsibilities...Platform
$32 - $38 per hour
...Operations Consultant (Trading & Platform Onboarding) Locations: Fort Mill, SC | Tempe, AZ... ...about investment operations, advisor support, and driving successful platform transformations... ...-scale wealth management platform conversion initiative. This is a unique...PlatformContract workTemporary workWork at office- LPL Financial is seeking an Overlay Analyst to manage day-to-day trading and oversee centrally managed platforms. You will develop and maintain reports to help leadership understand platform drivers and performance. Ideal candidates have Series 7 and 65 (or 66), 3+ years...Platform
- ...requirements with scalable engineering execution. You will guide an engineering team, architect cloud-native solutions on AWS, and ensure the trading infrastructure remains highly available and performant. The ideal candidate combines hands-on development with strategic thinking...Platform
- LPL Financial Holdings Inc. is seeking an Overlay Analyst to manage day-to-day trading of centrally managed platforms and develop reports for leadership to monitor performance. This role focuses on executing model portfolios, ensuring compliance with investment strategies...Platform
- A technology solutions provider is seeking a Technical Lead to drive the evolution of trading platforms. The role involves leading a high-performing engineering team, architecting cloud-native solutions on AWS, and optimizing database performance for real-time trading data...Platform
$86.73k - $144.61k
...make outbound calls to Advisors regarding trades, corrections, and even education.... ...3rd party market centers and executions platforms as well as other internal departments within... ...first-class equity and options trading support. You will be supporting other equity traders...PlatformFull timeWork at officeWork from homeFlexible hours- LPL Financial is seeking a Consultant to provide trading support to financial advisors on the Rebalancing and Model Management Trading Support Desk. You will help ensure reliable guidance on model management, rebalancing, and trading tools while handling inbound calls....
$100k
...and services. Slice delivers a consultative approach on the best platforms and equipment most suitable for each merchant. Slice... ...ensure your success, you will have a dedicated sales manager & support team, continued results-driven training, WHAT THE COMPENSATION...PlatformLocal area$127.51k - $212.49k
...relationships across enterprise systems, digital platforms, and infrastructure. The role partners... ...value, ensure effective governance, and support enterprise initiatives.Responsibilities:... ...managing vendors supporting regulated trading environmentsExperience across cloud,...PlatformFull timeContract workWork from homeShift work$12 per hour
...element in driving positive results for the company.Responsibilities:Receive freight and convey shipments from the shipping/receiving platform to backroomProcess, ticket, store, move, and display merchandiseStock, organize and present new merchandise on the sales...PlatformHourly payPart timeFlexible hoursNight shift- ...tomorrow than we are today Job title: Sales Support Representative Primary Work... ...activity, order volume, quote-to-order conversion, and other performance metrics as requested... ...College degree or engineering/technical trade school education preferred, but not...Full timeWork at officeMonday to Friday
- ...channels. You will provide timely, accurate guidance, locate relevant research materials, and coordinate with strategists, analysts, and platform teams to resolve questions. The role offers exposure to wealth management research, regulatory awareness, and opportunities to...Platform
$103.93k - $173.25k
...partner for an assigned portfolio of technology vendors supporting enterprise platforms in a highly regulated financial services environment. This... ...tools.Experience managing vendors that support regulated trading, advisory, broker-dealer, or wealth management environments...PlatformFull timeContract workWork from home$72.28k - $108.16k
...referring them to the right Specialist to ensure we are meeting their... ...to achieve career goals, support project/initiative success and... ...and sales informational conversations and/or advice-giving service... ...access to an online learning platform and a variety of mentoring programs...PlatformWork at officeLocal areaWork from homeFlexible hours- ...Vice President. The role centers on strategic legal advice for the broker-dealer, investment advisory businesses, and related platform conversions. The ideal candidate has extensive experience with Securities Exchange Act, FINRA, and SEC regulations, strong legal writing...Platform
$213.31k - $355.45k
...dealer, custodial, and investment advisory platform businesses. The role partners with senior... ...Provide day‑to‑day legal support for LPL’s financial services business, including... ...funds, private equity funds, public non‑traded products, business development companies,...Platform- ...team as a Consultant on our Rebalancing and Model Management Trading Support Desk will allow you to provide trading support to our financial... ..., rebalancing, model management, CRM, or financial services platforms preferred. Experience with Beta, Thomson ONE, Microsoft...PlatformWork at officeWork from homeFlexible hours
$31.25 - $52.04 per hour
...Analyst is responsible for the day-to-day management and trading of LPL's centrally-managed platforms. The Overlay Analyst ensures that all accounts are... ...efficiencies and reducing risk by improving current processes. Supports leadership on multiple and possibly overlapping...PlatformWork from home$55k - $95k
...Educate customers on ordering platforms and provide menu... ...Work collaboratively with our Specialists to assist with top penetration... ...organizations and clubs, and attending trade shows and conferences.... ...based incentive program. Supportive and dynamic team-based selling...PlatformMinimum wageFull timeContract workInternshipWork at office$98.57k - $135.54k
...company, we are constantly looking for talented individuals to support our growth. If you are interested in pursuing a rewardingcareer... ...customer-facing experiences and features across applications, platforms and experiences for the Sunbelt Rentals brand. This role will be...PlatformFull timeTemporary workFlexible hours- ...on the broker-dealer and investment advisory businesses, advising across business development, corporate transactions, and platform conversions with an autonomous docket in a fast-paced environment. The ideal candidate has deep experience with FINRA rules, SEC regulations...Platform
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