Operations Consultant (Trading & Platform Onboarding) Locations: Fort Mill, SC | Tempe, AZ | San Diego, CA Are you passionate about investment operations, advisor support, and driving successful platform transformations? We are seeking an Operations Consultant to
Description The Temporary Trading & Onboarding Consultant will support financial advisors and internal trading teams during Commonwealth’s transition to LPL’s ClientWorks Rebalancer platform. The role is responsible for advisor onboarding, platform training, conversion data review, inbound support, issue
Description The Temporary Trading & Onboarding Consultant will support financial advisors and internal trading teams during Commonwealth’s transition to LPL’s ClientWorks Rebalancer platform. The role is responsible for advisor onboarding, platform training, conversion data review, inbound support, issue