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
This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Experienced in a fast-paced call center environment? Able to troubleshoot a computer issue and then fix
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
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