Senior Investment Advisor Specialist

Job overview

The Senior Investment Advisor Specialist role is listed as onsite in Charlotte, NC, although the posting describes the position as hybrid. Compensation is $70,000–$120,000 per year. The role supports Ally Invest Advisors and its automated investment portfolios. This role manages daily trading and rebalancing operations while maintaining accuracy and compliance. It also provides expert support for complex account and trading issues and helps improve operational efficiency through technology, automation, and collaboration.

What you'll do

• Manage and execute trading and rebalancing for Ally Invest Advisors Robo Portfolios
• monitor trade desk processes and resolve complex issues
• coordinate account resolution with trading, cashiering, margin, and ECR teams
• monitor cashiering and execute related trades
• support reporting, customer inquiries, and escalations
• train and mentor team members
• identify operational improvements and support compliance requirements.

What we're looking for

Skills & competencies

investment trading

portfolio rebalancing

robo portfolios

brokerage operations

securities markets

ai automation

client trading support

finra series 7

finra series 63

charlotte nc

ally

$70,000-$120,000/year

Work arrangement

• Weekend coverage required

Benefits & perks

• Paid time off, paid holidays, 401(k) matching and company contributions, tuition reimbursement, employee stock purchase plan, medical, dental and vision insurance, disability coverage, family-building assistance, and paid parental and caregiver leave.

Why this role

Combines responsibility for automated portfolio trading with subject-matter expertise in AI and automation for trading operations.

About the employer

Ally is hiring for this role. Industry: Investment Banking and Securities Intermediation. Sector: 52.