Lead, Central Wealth Management Trading

Cerity Partners LLC; Louisville (KY); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k) with 4% match

Flexible PTO policy

Parental Leave

Job summary

Cerity Partners LLC is hiring a Head of Wealth Management Trading to lead their central trading program in Louisville, KY. This role focuses on trade execution quality and team management, aiming to foster a high-performance culture.

The ideal candidate should have over 7 years in trading or investment operations, a relevant Bachelor's degree, and strong leadership skills. Cerity offers comprehensive benefits from day one and values diversity and inclusion.

Qualifications

• 7+ years of experience in trading or investment operations.
• Demonstrated team leadership and RIA custodial management.
• Series 65 required within 90 days of hire.

Responsibilities

• Lead the central trading team and oversee trade execution.
• Develop and enforce trading protocols for quality assurance.
• Identify opportunities to expand the trading program's scope.

Skills

Trading or investment operations experience

Team leadership

Attention to detail

Service-oriented communication

Education

Bachelor's degree in Finance, Accounting, or Economics

CFA designation preferred

Tools

OMS/EMS platforms

Salesforce or similar CRM

Job description

Cerity Partners LLC is hiring a Head of Wealth Management Trading to lead their central trading program in Louisville, KY. This role focuses on trade execution quality and team management, aiming to foster a high-performance culture.

The ideal candidate should have over 7 years in trading or investment operations, a relevant Bachelor's degree, and strong leadership skills. Cerity offers comprehensive benefits from day one and values diversity and inclusion.