Guardian
RIA Operations Specialist (Finance)
The RIA Operations Specialist will Serve as the expert on all aspects of our managed account model management and trading platform, as well as all associated custody, clearance, and order execution processing. Managed account implementation strategies include Strategists and Rep as PM. The RIA Operations Specialist will intimately understand how our Portfolio Administration Technologies, Orion and our new digital partner, are used to facilitate a strategy, from proposal through to account investing. They will be expected to fully understand our policies and procedures around all aspects of advisory operations and be able to effectively communicate those to our IARs. The candidate will also work on various reports on a periodic basis which may include communication with different areas within the company. Contribute to operation's holistic approach to driving growth efficiency across the customer lifecycle.
Principal Accountabilities:
Guardian is an equal opportunity employer. All qualified applicants will be considered for employment without regard to age, race, color, creed, religion, sex, affectional or sexual orientation, national origin, ancestry, marital status, disability, military or veteran status, or any other classification protected by applicable law.
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