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Role Overview:
- Execute trades for retail SMA, MSP, and Model Only/UMA accounts across proprietary and third-party manager models.
- Manage trade order lifecycle including order generation, execution review, reconciliation, and client servicing.
Responsibilities:
- Process model change requests and maintenance requests such as new accounts, cash flows, terminations, and tax harvests.
- Communicate model changes to sponsors within SLAs and perform controls to mitigate risk.
- Proactively identify opportunities for trading process improvements.
Qualifications:
- Bachelor’s degree and 1-3+ years of experience in SMA, UMA, or wealth management.
- Strong analytical skills, Microsoft Office proficiency, and attention to detail.
Vestmark
Vestmark Advisory Solutions provides advisory and asset management services, including retail SMA order generation and trade execution for proprietary and third-party manager models. The company emphasizes diversity, inclusion, and a collaborative team environment.