Elevate your career in a dynamic investment services environment where your expertise supports financial advisors through complex operational changes and high-stakes transactions. Join a collaborative team driving innovation, compliance, and efficiency across cutting-edge clearing and reporting platform!

Wealth Management Specialist

Location Coppell, TX | Hybrid Must reside in the Dallas/Fort Worth area
Compensation & Schedule
$24 $28/hr (Based on Experience)
Monday Friday | 8-hour shift between 7:00 AM 6:30 PM | Overtime may be required
W2 employment, Temporary Assignment
Start date: ASAP

ROLE IMPACT
This Investment Operations Specialist role supports high-volume investment advisor operations during a critical clearing platform conversion and beyond. The position ensures seamless execution of complex securities transactions, regulatory documentation compliance, and advisor-facing reporting processes. Your work will directly contribute to the efficiency, accuracy, and client satisfaction of a leading financial services platform.

KEY RESPONSIBILITIES
Serve as a primary point of contact for financial advisors, providing advanced operational support during a clearing platform transition.
Provide escalation support on securities transactions, account maintenance, portfolio performance reporting, and platform functionality.
Review and process complex documentation to ensure accuracy and adherence to compliance standards.
Guide advisors on investment product procedures, performance reporting tools, and operational workflows.
Troubleshoot multi-system operational issues and collaborate with cross-functional teams to resolve advisor inquiries.

MINIMUM QUALIFICATIONS
3+ years of experience in investment services operations, performance analytics support, or advisor client services (e.g., broker-dealer, investment manager, clearing firm, or fintech wealth platform).
In-depth knowledge of securities operations, account transactions, and compliance-driven documentation review.
Strong analytical, risk management, and problem-solving skills in high-stakes financial environments.
Bachelor s degree strongly preferred.

CORE TOOLS & SYSTEMS
CRM systems
Clearing platforms
Portfolio reporting tools (e.g., Bloomberg, FactSet, Zephyr Style Advisor)

PREFERRED SKILLS
FINRA Series 6, 63, or 7 license (or willingness to obtain)
Experience supporting advisor-facing technology enhancements and process improvements
Exposure to fintech wealth platforms and investment technology solutions

APPLICATION REQUIREMENTS

Background check
Fingerprinting
Professional references
Phone interview and clerical testing

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