About the role

To support the expansion of advisory and asset management services, the full-time Senior Trader will manage trade order execution and model changes while ensuring compliance and efficiency in a remote setting.
Key responsibilities: Proactively identify opportunities for improvements in trading processes and efficiency Process client model change requests and maintenance requests, ensuring all related controls to mitigate risk are performed Oversee all aspects of trade operations, including trade order management, execution review, and reconciliation on trades generated by the portfolio management teamRequired qualifications: Bachelor's degree in a related field 3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management industry Strong analytical skills and proficiency in Microsoft Office Highly organized with strong attention to detail and self-motivated work ethic Ability to work effectively in a team environment

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JOB OVERVIEW

Experience level

Senior

Location

New York, NY

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Investment Banking and Securities Intermediation

Posted

today

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