Trading Operations Specialist

This Is Not Just Another Operations Role

It’s the Career Break You’ve Been Waiting For.

You’re smart, meticulous, and obsessed with getting things right the first time. You’re ready for something bigger—a place where your attention to detail and analytical skillset actually matter. You’re looking for a seat at the table.

One that challenges you, rewards you, and sets you up for serious career growth in financial services.

This is that seat. If you don’t claim it, someone else will.

Imagine This:

• Your trading insights directly influence portfolios representing billions in assets.
• You’re surrounded by brilliant minds in a fast-moving, high-energy environment where your ideas aren’t just heard—they’re implemented.
• Every single day, you make a measurable difference for advisors across the country and the clients they serve.

What You’ll Be Doing:

(Yes, it’s exciting. Yes, you’ll love it.)

• Own the day-to-day mechanics of trading operations—from executing trades to auditing model assignments.
• Leverage tools like Orion, Salesforce, and Excel (VLOOKUP and pivot tables are second nature to you).
• Ensure precision across custodial platforms like Schwab, Fidelity, and Pershing.
• Keep data air-tight. Build audit processes that catch everything others miss.
• Collaborate with cross-functional teams to make trading seamless and smarter.

You’ll Thrive Here If You:

• Excel with Excel (pun intended).
• Bring razor-sharp attention to detail and analytical horsepower.
• Know your way around trading systems and want to keep learning.
• Have experience in RIA operations or working with custodians (or want to).
• Believe that excellence is the standard, not the exception.

This Role Is Built for the Hungry.

If you’re someone who loves structure but thrives on momentum…

If you’ve got the foundation and want to build the skyscraper…

If you want a job where your work directly affects portfolios, advisors, and families across the country…

Apply now.