Operations Consultant

TEKsystems•Fort Mill, SC

3d•$32 - $38•Hybrid

About The Position

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 play a key role in a large-scale wealth management platform conversion initiative. This is a unique opportunity to work directly with financial advisors, trading teams, and cross-functional partners while helping deliver a seamless onboarding and adoption experience. Why Apply? Be part of a high-visibility enterprise transformation project Gain hands-on experience with portfolio rebalancing and model management tools Partner with leaders across Trading, Operations, Technology, Product, and Training teams Influence advisor success and platform adoption during a major business transition Expand your expertise in investment operations and advisor-facing support Ideal Candidate You thrive in a fast-paced environment, enjoy solving complex operational challenges, and are passionate about helping advisors succeed. You bring a strong understanding of investment operations, a customer-focused mindset, and the ability to communicate technical concepts clearly to a variety of audiences. Apply today to be part of a high-impact transformation initiative where your expertise will directly contribute to advisor success and operational excellence.

Requirements

2+ years of experience in financial services, investment operations, trading operations, or advisor support environments
Experience working directly with financial advisors, clients, or investment professionals
Strong analytical and problem-solving skills with the ability to research and resolve discrepancies
Excellent verbal and written communication skills
Ability to manage multiple priorities in a fast-paced environment
Experience collaborating across business and technology teams

Nice To Haves

FINRA Series 7 license
Knowledge of equities, ETFs, mutual funds, and options
Experience with portfolio rebalancing and model-based portfolio management
Familiarity with trading instructions, account restrictions, and equivalents
Experience supporting platform onboarding, training, or system implementations
Background in conversion, acquisition, migration, or transformation projects
Experience with data validation, reconciliation, QA/UAT testing, or defect tracking
Familiarity with wealth management or portfolio management platforms

Responsibilities

Support financial advisors and internal teams during a major platform migration initiative
Guide advisor onboarding, training, and adoption of new trading and portfolio management tools
Deliver training through webinars, one-on-one sessions, office hours, and inbound support channels
Assist with portfolio rebalancing, model management, trading restrictions, equivalents, and block trading workflows
Review conversion and account setup data to identify discrepancies and ensure accuracy
Research and resolve operational, account, system, and trading-related inquiries
Document issues, track resolutions, and escalate complex concerns to appropriate partners
Contribute to the creation and maintenance of training materials, FAQs, job aids, and process documentation
Support testing efforts, defect tracking, and post-implementation stabilization activities
Collaborate closely with Operations, Technology, Product, Training, and Business teams