Advanced Brokerage Operations Professional, Licensed (Remote)

United Statesonsite$48K – $65K

Posted 2 days ago · via Workday

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About this role

This position is part of the Investment Advisory Operations (IA Ops) team and serves as a primary operational resource for managed account programs. The role provides support to advisors, field partners, vendors, and internal brokerage teams through operational expertise, problem resolution, and service execution. The IA Ops team is accountable for answering incoming phone calls/chats/emails, processing managed account related updates, supporting rebalances, and generating and analyzing reports. This team member will develop a strong understanding of managed account products (SMA/UMA/APM/FSP) and a strong grasp of managed account related concepts (Tax Overlay, DCA, Block Trades, Fee Based Billing).…

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What we'd score you on

reqspace match rubric

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Skills match

For this role: teams, salesforce

Level fit

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Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

Recency

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Location fit

This role is based in United States. We weight your proximity and willingness to relocate.

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Skills in this role

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teamssalesforce

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