Portfolio Specialist

We’re hiring a Portfolio Technical Specialist on behalf of our client—a growing Registered Investment Advisory firm based locally. If you love investment operations, trading precision, and platform optimization, this could be your next move.

What You’ll Own

• Trade execution on Schwab accounts

• Cash management and bond allocations

• RMD tracking through Orion

• Tax-loss harvesting

• Model management for managed 401(k) plans

• Portfolio rebalancing and data reconciliation

• Active participation in the Investment Policy Committee What Makes This Role Exciting

• High-impact operational seat

• Direct visibility with leadership

• Strategic input on trading implementation

• Opportunity to improve workflows through technology What You Bring

• Orion Eclipse experience

• Schwab Advisor Center proficiency

• Strong data accuracy mindset

• Bachelor’s degree (Finance preferred)

• Analytical depth and attention to detail

This is ideal for someone local who wants to grow within a collaborative, high-accountability environment. If you enjoy building clean systems, driving operational excellence, and contributing beyond your job description — let’s connect.