Trader

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

📋 Description

• Take the initiative to discover ways to enhance trading processes and increase efficiency.

• Handle client model change requests by generating across-the-board (ATB) block trade orders and implementing controls to reduce risk.

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

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

• Provide Trading Services for clients to facilitate connectivity between Vestmark and sponsors.

• Oversee trade orders, assess execution, and reconcile trades produced by portfolio management teams across Vestmark and enterprise client platforms.

⛳️ Requirements

• Bachelor's degree in a relevant field.

• 1-3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management sector.

• Strong analytical abilities and proficiency in Microsoft Office.

• Highly organized with a keen eye for detail.

• Self-driven and motivated.

• Strong work ethics.

• Ability to collaborate effectively within a team setting.

• 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-sponsored medical premiums covering 90%.

• Competitive time-off program.

• Additional variable compensation, if eligible.

• Equal opportunity and inclusive work environment.