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