Senior IT Operations Specialist
Savvy Wealth
MacOS
Broker-Dealer Operations Specialist
Guardian Life
full-time
Posted on:
Location Type: Hybrid
Location: Bethlehem • New York • 🇺🇸 United States
Visit company websiteSalary
💰 $57,810 - $86,715 per year
Job Level
Junior
About the role
- Serve as the SME for the field and internal partners on various functions
- Proactively and reactively support inquiries from the field on strategies and processes
- Assist in creation, maintenance, training, and teaching of relevant products, processes, and technology
- Collaborate with various internal departments including compliance, licensing, operations, and our internal clearing firm
Requirements
- Knowledge of retail client onboarding/new account process
- Knowledge of advisory products
- Strong analytical and organizational skills
- Proficiency in Outlook, Microsoft Word, Excel, and PowerPoint
- Experience in the managed account space, specifically with Envestnet and/or Orion
- Experience with Pershing, Fidelity, or Schwab custodial systems
- Securities license preferred (Series 7 or 6)
Benefits
- Support for professional and personal goals
- Skill-building opportunities
- Leadership development
- Philanthropic opportunities
- Diverse colleagues with high ethical standards
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
retail client onboardingadvisory productsmanaged account experienceEnvestnetOrionPershingFidelitySchwab custodial systemsMicrosoft ExcelMicrosoft PowerPoint
Soft skills
analytical skillsorganizational skills
Certifications
Series 7Series 6
