Trader
Required skills
- SMA
- UMA
- wealth management
- trade execution
- Microsoft Office
- organized
- self-motivated
- team environment
Nice to have
- Vestmark
- CG Trade Connect
- InvestCloud
- Fiserv MMS
- Envestnet Manager Portal
- tax overlay
Role summary
Vestmark Advisory Solutions (VAS) is seeking an experienced Trader to join their team. This role is responsible for implementing trades for proprietary and third-party Manager Models, supporting SMA, MSP, and Model Only/UMA sponsors and managers. Key responsibilities include trade order management, pre- and post-trade servicing, and ensuring trade submission and execution. The Trader will also identify process improvements, handle model change requests, rebalance accounts, and communicate changes to sponsors. The position requires strong analytical skills, attention to detail, and the ability to work effectively in a team. Experience in the Separately Managed Account (SMA), Unified Managed Account (UMA), or wealth management industry is required.
Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced individual in the retail SMA order generation and trade execution arena. The VAS Trader is primarily responsible for implementing trades to Manager Models. The models are proprietary and 3rd party. This position supports SMA, MSP, and Model Only/UMA sponsors and managers and maintaining the underlying accounts. In addition, this role handles trade order management, pre- and post-trade servicing, and ensuring trades are submitted and executed.
Responsibilities:
Required Qualifications:
Preferred Qualifications:
Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. #LI-TG1 #LI-Remote
Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.
In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.
Salary range$75,000—$90,000 USDSimilar roles
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