Operations Consultant

TEKsystems; Deutschland; Hybrid; EUR 38.000 - 45.000; Vollzeit

Benefits dieser Stelle

Medical, dental & vision

401(k) plan

Life insurance

Disability coverage

Health Spending Account (HSA)

Paid time off

Employee Assistance Program

Zusammenfassung

TEKsystems in Fort Mill, SC is seeking an Operations Consultant to support a large wealth management platform conversion, working with financial advisors and trading teams to ensure a smooth onboarding and adoption.

The role includes delivering training, guiding onboarding, and collaborating with Operations, Technology, Product, Training, and Business teams. The hybrid position offers exposure to portfolio tools and model management, with a pay range of $32-$38 per hour.

Qualifikationen

• 2+ years in financial services or investment operations.
• Experience with financial advisors or investment professionals.
• Strong analytical and problem-solving skills.
• Excellent verbal and written communication.
• Ability to manage multiple priorities in a fast-paced environment.
• Experience collaborating across business and technology teams.

Aufgaben

• Support financial advisors and internal teams during platform migration.
• Guide advisor onboarding, training, and adoption of new trading tools.
• Deliver training via webinars, 1:1 sessions, and office hours.
• Assist with portfolio rebalancing, model management, and trading workflows.
• Review conversion data to identify discrepancies and ensure accuracy.
• Research and resolve operational, account, system, and trading inquiries.
• Document issues, track resolutions, and escalate complex concerns.
• Create and maintain training materials, FAQs and job aids.
• Support testing, defect tracking and post-implementation stabilization.
• Collaborate with Operations, Technology, Product, Training and Business teams.

Kenntnisse

Financial services

Advisor support

Analytical skills

Communication skills

Multitasking

Cross-functional collaboration

Ausbildung

FINRA Series 7 license

Tools

Trading platforms

Jobbeschreibung

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

What You'll Do

• 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 elevate 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

Qualifications

Required

• 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

Preferred

• 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

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.

Job Type & Location

This is a Contract position based out of Fort Mill, SC.

Pay and Benefits

The pay range for this position is $32.00 - $38.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

Eligibility requirements apply to some benefits and may depend on your jobclassification and length of employment. Benefits are subject to change and may besubject to specific elections, plan, or program terms. If eligible, the benefitsavailable for this temporary role may include the following:

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in Fort Mill,SC.

Application Deadline

This position is anticipated to close on Sep 18, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services

We’re a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We’re a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We’re strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We’re building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.