Series 24 Licensed Platform Analyst
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Job Summary
To support the Broker/Dealer division, the full-time Series 24 Licensed Platform Analyst will manage end-to-end operations of the Premier Reserve offering, including product management, account funding, and client support, while working remotely from any US-based location.
Key responsibilities
- Oversee account opening, funding, maintenance, and servicing for fee-based accounts
- Manage cash and liquidity transactions, including transfers and position movements
- Develop and implement repeatable processes and identify automation opportunities as volumes grow
Required qualifications
- High School diploma/GED required
- Series 24 Principal License, Series 7 & 66 or equivalent
- 5 years of broker/dealer experience
- 3 years of Registered Investment Advisor (RIA) experience
Complete Job Description
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