Trading Specialist

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

📋 Description

• Act as the main point of contact for members seeking assistance with trade execution, various order types, implications of cost basis, and portfolio rebalancing.

• Provide education to members regarding brokerage features, market mechanics, trading regulations, IRA transaction policies, tax-loss harvesting, and complex money movement procedures.

• Address advanced inquiries related to order status, discrepancies in trades, adjustments of cost basis, and corporate actions.

• Collaborate with CFP® Financial Planners to assess member portfolios, explore trading options, and synchronize execution workflows with comprehensive financial plans.

• Manage and oversee trade requests, model modifications, and rebalancing actions across Schwab, Fidelity, Apex, and various other custodian platforms.

• Serve as an internal authority on trading mechanics related to managed accounts, direct indexing, and multi-sleeve portfolio configurations.

• Seek opportunities to enhance member trading experiences, boost self-service education, and refine trade escalation workflows.

• Engage in investment operations projects, upgrades to trading software, and the introduction of new platform features.

• Undergo training in SMA and UMA trading and allocation, software for portfolio rebalancing, sleeved trading, direct indexing, tax-loss harvesting, and large-scale ETF trading.

⛳️ Requirements

• Minimum of 2 years of experience in client-facing trading support, brokerage operations, or investor services.

• Strong knowledge of equity and ETF trading, options strategies, order routing, methods of cost basis, tax-loss harvesting, and processes for custodian transfers.

• Experience with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software such as Orion, Envestnet, Addepar, or similar tools.

• Advanced computer and analytical abilities.

• High proficiency in Excel and financial CRM/ticketing systems.

• Excellent verbal and written communication skills.

• Capability to articulate complex trading concepts in simple, jargon-free language.

• Demonstrated empathy and active listening skills.

• Strong problem-solving skills, attention to detail, and accuracy when operating under time-sensitive market conditions.

🏝️ Benefits

• Equity (ISO)

• Flexible PTO

• Medical, dental, and vision insurance

• 401(k) with employer match

• Short/long-term disability coverage paid by Facet

• Life insurance

• Paid parental leave

• Certification reimbursement programs

• Wellness reimbursement programs

• Remote work opportunities available within the US