Senior Trader

Job Summary

To support the expansion of advisory and asset management services, the full-time Senior Trader will manage trade order execution and model changes while ensuring compliance and efficiency in a remote setting.

Key responsibilities:

• Proactively identify opportunities for improvements in trading processes and efficiency
• Process client model change requests and maintenance requests, ensuring all related controls to mitigate risk are performed
• Oversee all aspects of trade operations, including trade order management, execution review, and reconciliation on trades generated by the portfolio management team

Required qualifications:

• Bachelor's degree in a related field
• 3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management industry
• Strong analytical skills and proficiency in Microsoft Office
• Highly organized with strong attention to detail and self-motivated work ethic
• Ability to work effectively in a team environment