Chief Wealth Trading & Operations Architect
Cerity Partners Management LLC
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Benefits offered by this job
Job summary
Cerity Partners Management LLC is seeking a Head of Wealth Management Trading to lead the central trading program in Louisville, KY. The role focuses on quality execution, operational leadership, and fostering a service-oriented culture within the trading team.
The ideal candidate should have over 7 years of trading experience in a wealth-management setting, a Bachelor’s degree in a related field, and a strong understanding of equity and fixed-income trade execution.
Benefits include health insurance, a 401(k) plan with a match, and a flexible PTO policy.
Qualifications
- 7+ years of trading experience at a wealth-management firm.
- Familiarity with UMA/SMA program management is a plus.
- Series 65 required within 90 days of hire.
Responsibilities
- Manage and lead the central trading program.
- Oversee trade execution and rebalancing across portfolios.
- Develop trading protocols and quality control standards.
Skills
Education
Tools
Job description
Cerity Partners Management LLC is seeking a Head of Wealth Management Trading to lead the central trading program in Louisville, KY. The role focuses on quality execution, operational leadership, and fostering a service-oriented culture within the trading team.
The ideal candidate should have over 7 years of trading experience in a wealth-management setting, a Bachelor’s degree in a related field, and a strong understanding of equity and fixed-income trade execution.
Benefits include health insurance, a 401(k) plan with a match, and a flexible PTO policy.
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