SMA/UMA Trader

Overview

Role involves executing trades and managing SMA and UMA accounts.

Ideal candidate should have 3+ years of experience in SMA/UMA or wealth management with strong analytical skills.

This role cannot be performed by a resident of New York City, NY

Locations

• United States

Requirements

• Bachelor's degree required
• 3+ years of experience in SMA/UMA or wealth management
• Strong analytical skills
• Proficiency in Microsoft Office
• Highly organized with attention to detail

Responsibilities

• Identify opportunities for trading process improvements
• Process client model change requests
• Handle maintenance requests
• Communicate client model changes
• Perform Trading Services for Clients
• Manage trade operations including order management and execution review