Senior Trader

This is a fully remote position, open to applicants in United States.

📋 Description

• Actively seek out opportunities to enhance trading processes and improve efficiency.

• Handle client model change requests by generating across-the-board (ATB) block trade orders and executing related risk management controls.

• Manage maintenance requests such as new accounts, cash flows, terminations, and tax harvests by rebalancing accounts and directing trade orders for execution.

• Relay client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation and client service level agreements (SLAs).

• Provide Trading Services on behalf of clients to facilitate connectivity between Vestmark and sponsors.

• Oversee trade operations, including trade order management, execution review, and reconciliation across Vestmark and enterprise client platforms.

⛳️ Requirements

• A bachelor's degree in a related discipline.

• Over 3 years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management sectors.

• Strong analytical abilities and proficiency in Microsoft Office applications.

• Highly organized with a keen attention to detail.

• Self-driven and motivated individual.

• Excellent work ethics.

• Capability to work efficiently within a team environment.

• Preferred working knowledge of Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS, or Envestnet Manager Portal (EMP).

• Familiarity with tax overlay and direct indexing is preferred.

🏝️ Benefits

• Company-paid medical premiums covering 90%.

• Competitive paid time-off program.

• Additional variable compensation, if eligible.

• Equal opportunity and inclusive workplace environment.