Trading Support Specialist

About the role

Supporting advisors and internal trading teams during platform conversion, delivering training, and collaborating across business units to ensure successful onboarding and system stabilization.

Responsibilities

• Supporting advisors and internal trading teams during platform conversion
• Assisting with model management, assignments, restrictions, equivalents, portfolio rebalancing, and block trading workflows
• Delivering training through webinars, demonstrations, office hours, appointments, and inbound calls
• Explaining workflow differences between Commonwealth and internal systems
• Reviewing conversion data to identify setup issues and missing information
• Researching and documenting advisor, account, model, and system questions
• Escalating complex issues to business and technology partners
• Updating FAQs, guides, job aids, and training materials
• Tracking issues and ensuring resolution through completion
• Supporting testing, defect tracking, and post-conversion stabilization efforts
• Maintaining knowledge of investment products and trading methodologies
• Collaborating with Trading, Technology, Product, Operations, Training, and Conversion teams

Qualifications

• FINRA Series 7 (strongly preferred)
• Knowledge of mutual funds, equities, ETFs, and options
• Model-based portfolio management experience
• Portfolio rebalancing experience
• Trading instructions, restrictions, and equivalents experience
• Experience supporting advisors by phone
• Platform onboarding and training experience
• Conversion, acquisition, or implementation support experience
• Data review and reconciliation experience
• QA/UAT testing and defect tracking experience

Preferred platform experience

• ClientWorks Rebalancer
• Advisor360
• BETA
• Model Hub
• Other trading or portfolio management platform experience

Pay

$32.00 - $38.00/hr

Schedule

This is a hybrid position based in Fort Mill, SC. This is a contract position.