Operations Analyst/ Manager Custody Service Asset Management Broker Dealer

Indotronix International Corporation • Saint Petersburg, FL

4d • Hybrid

About The Position

This role acts as the RCS (RIA & Custody Services) Project Lead, supporting onboarding and transitions for advisors moving to RIA platforms. This includes new firm setups and account transfers. The daily work involves leading calls, scheduling meetings, coordinating transitions, and resolving account or AML issues. The role works directly with RIAs, independent broker dealers, and financial advisors, not end clients.

Requirements

• 3–5 years of financial services experience
• Strong communication skills
• Strong multitasking skills

Nice To Haves

• Salesforce experience

Responsibilities

• Act as RCS (RIA & Custody Services) Project Lead supporting onboarding and transitions.
• Lead calls and schedule meetings.
• Coordinate transitions.
• Resolve account or AML issues.
• Support advisors moving to RIA platforms, including new firm setups and account transfers.
• Work directly with RIAs, independent broker-dealers, and financial advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed