Senior Trader

7 hours, 11 minutes ago
Full-time
Mid Level
Operations
Vestmark

Vestmark

Vestmark provides innovative wealth management solutions for personalized investing at scale, empowering financial institutions and advisors to efficiently manage investor portfolios.

Capital Markets
251-1K
Founded 2001

Description

  • Identify opportunities to improve trading processes and efficiency.
  • Generate and process block trade orders for client model changes while completing risk controls.
  • Rebalance accounts and route trade orders for new accounts, cash flows, terminations, tax harvesting, and other maintenance requests.
  • Communicate model changes to Model Only and UMA sponsors according to trade-order rotation and client SLAs.
  • Perform Trading Services to support connectivity between Vestmark and client sponsors.
  • Manage trade orders, review executions, and reconcile trades across Vestmark and enterprise client platforms.

Requirements

  • Bachelor’s degree in a related field.
  • 3+ years of experience in the SMA, UMA, or wealth management industry.
  • Strong analytical skills and proficiency with Microsoft Office.
  • Highly organized, detail-oriented, self-motivated, and able to work effectively in a team environment.
  • Working knowledge of Vestmark, CG Trade Connect, InvestCloud/Fiserv APL, Fiserv MMS, or Envestnet Manager Portal preferred.
  • Knowledge of tax overlays and direct indexing preferred.

Benefits

  • Salary range of $100,000–$115,000 USD.
  • Company-paid medical premiums covering 90%.
  • Competitive time-off program.
  • Other variable compensation, if eligible.
  • Remote work opportunity.

Interested in this position?

Apply directly on the company website

Apply Now

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