Investment Operations Specialist: Platform & Transitions
Poweredbyconcurrent
Poweredbyconcurrent in Tampa, FL seeks an Investment Operations Associate to support the investment platform, portfolio workflows, and advisor services. This role handles account setup, trade monitoring, and data integrity with minimal supervision. You will coordinate with Transitions, Operations, Compliance, Investments, and Technology to ensure smooth platform adoption and a consistent advisor experience. Proficiency with WealthSelect, SMartX, and major custodians is preferred. #J-18808-Ljbffr Poweredbyconcurrent
Vacancy posted more than 2 months ago
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