Trading Operations Manager - Excel & Data Analytics
Job in
Campbell, Santa Clara County, California, 95011, USA
Listed on 2026-09-04
Listing for:
Modern Wealth Management, LLC
Full Time
position Listed on 2026-09-04
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Modern Wealth Management, LLC in Campbell, CA, is seeking an Operations Manager to support the advisors by ensuring the smooth execution of daily trading-related workflows, account monitoring, and reporting. This back-office role collaborates with the outsourced trading team, uses Orion to run reports, analyzes data in Excel, and develops macros—often with Copilot assistance—to improve processes.
Candidates should have trading or investments experience and strong Excel skills; familiarity with
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