The Senior Specialist for Invest Advisors is responsible for the management and execution of all investing and rebalancing activities for the Ally Invest Advisors business line. In this role, the Specialist is accountable for ensuring that all trading activities are performed and in line with AIA risk management policies, working with Digital Technology and Ally Invest Securities to drive improvements and managing any customer inquiries related to trading. In addition, specific duties for this role include daily trading for advisor accounts, monitoring and cashiering activities, billing accounts on daily/monthly basis, and required monthly/quarterly reporting. The role also involves processing, verifying and resolving all trading/settlement issues; rebalances; cash management; resolving complex errors; understanding model portfolio activity and daily monitoring of accounts. In addition, candidates should possess the ability to troubleshoot in real time issues with and have an in-depth understanding of investment rebalancing systems. The candidate will also be responsible for automating processes within AIA utilizing tools such as R, Python, and Power Automate.
This is an in office role with Hybrid schedule. Ally work location for this role is Charlotte, NC only
At this time, Ally will not sponsor a new applicant for employment authorization for this position