Senior Trader

Responsibilities:

• Process client model change requests by generating block trade orders, performing all related controls to mitigate risk.
• Process maintenance requests (new accounts, cash flows, tax harvests) by rebalancing accounts and routing trade orders.
• Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors.

Basic Qualifications:

• Bachelor's degree in a related field and 3+ years of experience in SMA/UMA or wealth management.
• Strong analytical skills and proficiency in Microsoft Office.
• Highly organized with attention to detail, self-motivated, and effective in a team environment.

Preferred Qualifications:

• Working knowledge of Vestmark, CG Trade Connect, InvestCloud, Fiserv MMS, or Envestnet Manager Portal.
• Knowledge of tax overlay and direct indexing preferred.

Compensation and Benefits:

• Market-based salary range of $100,000 - $115,000 USD.
• Company-paid medical premiums of 90% and competitive time-off program.
• Variable compensation opportunities.