We7re hiring a Portfolio Technical Specialist on behalf of our client
growing Registered Investment Advisory firm based in Kansas City. If you love investment operations, trading precision, and platform optimization, this could be your next move. What You7ll Own
Trade execution on Schwab accounts Cash management and bond allocations RMD tracking through Orion Model management for managed 401(k) plans Portfolio rebalancing and data reconciliation Active participation in the Investment Policy Committee What Makes This Role Exciting
High-impact operational seat Direct visibility with leadership Strategic input on trading implementation Opportunity to improve workflows through technology What You Bring
Schwab Advisor Center proficiency Analytical depth and attention to detail This is ideal for someone local who wants to grow within a collaborative, high-accountability environment. If you enjoy building clean systems, driving operational excellence, and contributing beyond your job description — let0s connect.
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growing Registered Investment Advisory firm based in Kansas City. If you love investment operations, trading precision, and platform optimization, this could be your next move. What You7ll Own
Trade execution on Schwab accounts Cash management and bond allocations RMD tracking through Orion Model management for managed 401(k) plans Portfolio rebalancing and data reconciliation Active participation in the Investment Policy Committee What Makes This Role Exciting
High-impact operational seat Direct visibility with leadership Strategic input on trading implementation Opportunity to improve workflows through technology What You Bring
Schwab Advisor Center proficiency Analytical depth and attention to detail This is ideal for someone local who wants to grow within a collaborative, high-accountability environment. If you enjoy building clean systems, driving operational excellence, and contributing beyond your job description — let0s connect.
#J-18808-Ljbffr