Remote SMA Trade Specialist – Model Execution

Vestmark, Inc.; Wakefield (MA); Remote; USD 75,000 - 90,000; Full time

Job summary

Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced Trader to execute trades for Manager Models. The VAS Trader supports SMA, UMA, MSP, and Model Only/UMA sponsors and manages related accounts across Vestmark platforms.

You will handle trade order management, pre- and post-trade servicing, and ensure timely submission and execution.

Qualifications

• Bachelor's degree in a related field.
• 1–3+ years of SMA/UMA or wealth management experience.
• Strong analytical skills and proficiency in Microsoft Office.
• Highly organized with strong attention to detail and teamwork.

Responsibilities

• Identify opportunities to improve trading process and efficiency.
• Process client model changes and generate ATB block trade orders with risk controls.
• Rebalance accounts and route orders for execution while mitigating risk.
• Communicate model changes to sponsors within SLAs and controls.
• Perform trading services to connect Vestmark with sponsors.
• Manage trade operations including order management, execution review, and reconciliation.

Skills

Analytical skills

Microsoft Office

Team orientation

Organized

Education

Bachelor's degree in a related field

Tools

Vestmark

CG Trade Connect

InvestCloud

Fiserv MMS

Envestnet Manager Portal (EMP)

Job description

Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced Trader to execute trades for Manager Models. The VAS Trader supports SMA, UMA, MSP, and Model Only/UMA sponsors and manages related accounts across Vestmark platforms.

You will handle trade order management, pre- and post-trade servicing, and ensure timely submission and execution.