Investment Operations Specialist: Platform Onboarding
Listed on 2026-10-07
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Finance & Banking
Financial Analyst
Concurrent in Tampa, FL seeks an Investment Operations Associate to support investment platform infrastructure and advisor processes within Operations. You will independently execute workflows across Wealth Select and SMArtX, handling account setup, trade monitoring, and data integrity.
This role coordinates with Transitions, Operations, Compliance, Investments, and Technology teams to support platform adoption and advisor experience. Strong communication and detail orientation are essential.
Consider building your career as a Investment Operations Specialist:
Platform Onboarding at Concurrent.
This opportunity is part of our work in Finance, IT & Technology.
The advertised compensation is 60.000 - 85.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Operations Specialist:
Platform Onboarding role in the description above.
We appreciate your interest in this position.
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