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Trading & Platform Analyst

• Posted 1 day ago • Updated 1 day ago

Full Time

On-site

Fitment

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Job Details

Skills

Asset Management
Network
Documentation
Usability
Root Cause Analysis
Process Improvement
Corrective And Preventive Action
Regulatory Compliance
Technology Integration
Onboarding
IT Operations
Scalability
Acceptance Testing
Reporting
Backup
Standard Operating Procedure
Management
Economics
Wealth Management
Financial Services
Workflow
Analytical Skill
Problem Solving
Conflict Resolution
Communication
Microsoft Excel
Data Analysis
RIA
API
Financial Technology
Financial Information eXchange
Computerized System Validation
XML
Training
Attention To Detail
Accountability
Collaboration
Teamwork
Trading
Health Insurance
Insurance
FSA
Life Insurance
Finance
Law

Summary

JOB OVERVIEW:

Dynasty Financial Partners is seeking a motivated, self-starting individual to join the firm as an Assistant Vice President, Trading & Platform Analyst. Reporting directly to SVP, Managed Accounts and Investment Operations, this role serves as a frontline resource within Dynasty's TAMP (Turnkey Asset Management Platform) ecosystem, responsible for trade error resolution, trading platform technology integrations, and advisor education on rebalancing tools. The AVP, Trading & Platform Analyst will work in close collaboration with the Trading & Operations team, Technology, Compliance, and Advisor Relations to ensure seamless execution across Dynasty's trading infrastructure. This individual will also partner with advisors and network partners to deliver training on rebalancer platforms and support day-to-day operational workflows. This role is an in-office position.

RESPONSIBILITIES:

Advisor Training & Education

Design and deliver training programs, guides, and materials to help advisors effectively use rebalancer tools within the Dynasty TAMP ecosystem.
Conduct one-on-one and group training sessions (virtual and in-person) for new and existing advisor teams onboarding to the platform.
Develop and maintain a library of training resources including quick-reference guides, recorded walkthroughs, and FAQ documentation.
Act as an accessible subject matter expert for advisors navigating day-to-day trading workflows and rebalancing best practices.
Gather advisor feedback to continuously improve training content and platform usability.

Trade Error Management

Serve as the primary point of contact for identifying, investigating, and resolving trade errors across Dynasty's TAMP platform.
Coordinate with custodians and internal teams to correct and document trade discrepancies in a timely manner.
Maintain a trade error log and develop root cause analyses to identify trends and recommend process improvements.
Escalate complex or high-impact errors to the manager and work cross-functionally to implement corrective action plans.
Ensure all trade error resolutions are handled in compliance with regulatory requirements and firm policies.

Technology Integration & Trading Platform Support

Support the onboarding and integration of trading platforms and rebalancer tools within the Dynasty TAMP ecosystem, including but not limited to Vestmark, Envestnet, iRebal or similar platforms.
Collaborate with technology vendors and internal IT/operations teams to troubleshoot integration issues and data feed discrepancies.
Document system workflows, integration specifications, and technical procedures to support operational consistency and scalability.
Participate in UAT (User Acceptance Testing) for system upgrades, new platform rollouts, and API integrations.
Proactively identify inefficiencies in current trading workflows and propose technology-driven solutions.

Operational Support & Reporting

Support daily trading operations and act as a backup resource during high-volume periods or staff absences.
Prepare and distribute operational reports related to trading activity, error metrics, and platform utilization.
Assist in building and maintaining SOPs (Standard Operating Procedures) related to trading operations and advisor support.
Contribute to special projects as directed by the manager, including platform enhancements, new advisor onboardings, and strategic initiatives.

Requirements

QUALIFICATIONS:

Required

Bachelor's degree in Finance, Business, Economics, or a related field.
2-4 years of experience in trading operations, wealth management, or financial services technology.
Hands-on experience with rebalancer tools.
Working knowledge of TAMP structures, model-based investing, and advisor trading workflows.
Strong analytical and problem-solving skills with the ability to diagnose and resolve complex trade discrepancies.
Excellent communication skills with the ability to translate technical concepts for a non-technical advisor audience.
High proficiency in Microsoft Excel and familiarity with data analysis tools.

Preferred

Experience within a TAMP, RIA, or custodial platform environment.
Familiarity with API integrations and financial technology data feeds (FIX protocol, CSV/XML imports, etc.).
Experience developing training curricula or conducting formal advisor education programs.
Familiarity with Dynasty Financial Partners' platform and ecosystem.

Successful candidates will:

Act with an entrepreneurial spirit and a willingness to show initiative.
Be comfortable working hands-on and delivering against trading operations and platform initiatives.
Think proactively to create value and efficiencies for advisors and internal stakeholders.
Thrive in a demanding, fast-paced environment with high attention to detail.
Be a culture carrier and adopt Dynasty's values of accountability, fairness, teamwork, and transparency.
Show eagerness to learn, grow, and deepen expertise in trading technology and operations.

BENEFITS:

Health Insurance
Dental Insurance
Vision Insurance
Retirement plan 401(k)
401(k) matching
Paid Time Off
FSA/HSA benefits plans
Disability benefits
Voluntary Life Insurance
Basic Life Insurance

EQUAL EMPLOYMENT OPPORTUNITY

Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties), veteran status, or any other protected status under applicable law.

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: 90922487
Position Id: 24321344
Posted 1 day ago

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