Investment Ops Specialist: Platform Onboarding & Trades
Poweredbyconcurrent
The Investment Operations Associate at Poweredbyconcurrent Tampa, FL will support the firm’s investment platform infrastructure and advisor support processes within Operations. You will independently execute workflows across WealthSelect and SMArtX for account setup, trade monitoring, and data integrity, coordinating with cross-functional teams. Ideal candidates have 2+ years in RIA or broker-dealer ops, familiarity with SMArtX/Black Diamond, strong detail, communication, and service-minded #J-18808-Ljbffr Poweredbyconcurrent
Vacancy posted 2 days ago
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