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David Careers

Operations Analyst/ Manager Custody Service Asset Management Broker Dealer

Posted 9 days ago

indotronix internationalSt Petersburg (FL)
Securities, Commodities, and Financial Services Sales AgentsTrust, Fiduciary, and Custody Activities

SENIORITY

Senior

SALARY

$35-$40/hr

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About the role

Title: Operations Analyst/ Manager Custody Service Asset Management Broker Dealer
Location: St. Petersburg, FL
Duration: 6+ Months Working Model: Hybrid Pay rate:$35-$40/hr on W2 Required: Requires 3-5 years of financial services experience, strong communication, and multitasking skills. Role acts as RCS (RIA & Custody Services) Project Lead supporting onboarding and transitions. Daily work includes leading calls, scheduling meetings, coordinating transitions, and resolving account or AML issues. Supports advisors moving to RIA platforms, including new firm setups and account transfers. Work directly with RIAs, independent broker dealers, and financial advisors (not end clients) Salesforce experience is helpful

Before you apply

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A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.

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