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About the role

To support the expansion of advisory and asset management services, the remote Trader will manage trade order generation and execution for proprietary and third-party Manager Models, while ensuring compliance and efficiency in the trading process.
Key responsibilities: Proactively identify opportunities for improvements in trading processes and efficiency Process client model change requests by generating across-the-board block trade orders and performing related controls Handle all aspects of trade operations including trade order management, execution review, and reconciliation
Required qualifications: Bachelor's degree in a related field 1-3+ 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

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JOB OVERVIEW

Experience level

Senior

Location

Denver, CO

Occupation

Securities, Commodities, and Financial Services Sales Agents

Industry

Investment Banking and Securities Intermediation

Posted

today

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