Trader

Vestmark

. Proactively identify opportunities to improve trading processes and efficiency .

Posted 10/23/2026full-timeRemote • United StatesJunior💰 $75,000 - $90,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing trade orders and processing client model changes within the wealth management industry, with a strong focus on analytical skills and attention to detail. Proficient in utilizing trading platforms and tools to enhance trading efficiency and mitigate risks.

Highest-signal resume keywords

Bachelor's Degree1-3+ Years Experience in SMA/UMAAnalytical SkillsMicrosoft Office ProficiencyKnowledge of Vestmark

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Trade Order ManagementRisk MitigationAccount RebalancingExecution ReconciliationClient Model Change Processing

Soft Skills

Highly OrganizedAttention to DetailSelf-MotivatedTeam CollaborationStrong Work Ethics

Tools & Technologies

VestmarkCG Trade ConnectInvestCloudFiserv APLFiserv MMSEnvestnet Manager Portal

Industry Keywords

Separately Managed AccountUnified Managed AccountWealth ManagementTax OverlayDirect Indexing

About the role

Key responsibilities & impact

Proactively identify opportunities to improve trading processes and efficiency
Process client model change requests by generating across-the-board (ATB) block trade orders and performing controls to mitigate risk
Process maintenance requests, including new accounts, cash flows, terminations, and tax harvests, by rebalancing accounts and routing resulting trade orders for execution
Communicate client model changes to Model Only/UMA sponsors according to ATB trade order rotation and client SLAs
Perform Trading Services for clients to assist connectivity between Vestmark and sponsors
Manage trade orders, review execution, and reconcile trades generated by portfolio management teams across Vestmark and enterprise client platforms

Requirements

What you’ll need

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
Self-motivated
Good work ethics
Ability to work effectively in a team environment
Working knowledge of the Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS, or Envestnet Manager Portal (EMP) preferred
Knowledge of tax overlay and direct indexing preferred

Benefits

Comp & perks

Company-paid medical premiums of 90%
Competitive time-off program
Other variable compensation, if eligible
Equal opportunity and inclusive work environment