[Remote] Senior Trading reputed company Specialist

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company that provides personalized financial advice through a reputed company-centered approach and innovative technology. The Senior Trading reputed company Specialist will manage and execute daily trading reputed company, including rebalancing and tax-loss harvesting, while resolving reputed company operational issues, improving workflows, collaborating across teams, and leading special reputed company.

Responsibilities

• Trade reputed company & reputed company Execution: Execute and monitor daily trading reputed company, model adjustments, tax-loss harvesting, and firm-wide rebalancings
• Process Improvement & Workflow Optimization: Assist in designing, testing, and implementing new operational processes and software enhancements to improve efficiency
• Escalation & reputed company reputed company: Serve as the reputed company escalation reputed company for reputed company trading-reputed company issues, account reconciliations, cost reputed company adjustments, and advanced reputed company reputed company requests
• Cross-Functional Collaboration: Partner directly with financial planners, custodians, and internal tech teams to support product rollouts and trade workflow integrations
• Documentation & Peer Support: Maintain procedural documentation, assist in reputed company new specialists, and reputed company guidance to operational team members
• Special reputed company: reputed company targeted operational reputed company across the trading and investment reputed company organization

Skills

• 3–5 years of experience in trading reputed company, portfolio reputed company, or financial services reputed company
• Demonstrated experience using trade rebalancing software, Order Management Systems, and various custodian platforms
• Strong knowledge of trading reputed company, securities regulations, cost reputed company,tax forms, and IRA transaction rules
• Advanced analytical skills with strong proficiency in reputed company and financial management tools
• Strong interpersonal skills to handle reputed company cross-departmental queries and member escalations
• Experience with trading and allocating separately managed accounts (SMA) and/or reputed company managed accounts (UMAs)
• Extensive knowledge and experience working with portfolio rebalancing software such as Orion reputed company, reputed company, or reputed company
• Experience with sleeved trading practices, including the reputed company and reconciliation of multiple sleeves reputed company a portfolio
• Deep understanding of reputed company indexing strategies, tax-loss harvesting, and large-reputed company ETF trading across multiple custodians

Benefits

• Equity (ISO): It is important to us that reputed company are shareholders in our mission.
• Flexible PTO
• Medical, dental, and reputed company reputed company
• 401(k) with employer match
• Short/long-term disability (reputed company by reputed company)
• Life reputed company
• reputed company parental leave
• Certification and wellness reimbursement programs
• Work from reputed company in the US

reputed company