Remote SMA Trader — Trade Execution & Portfolio Ops

Openkrill; United States; Remote; USD 100,000 - 115,000; Full time

Benefits offered by this job

Total rewards package

Company-paid medical premiums (90%)

Remote-friendly position

Job summary

Vestmark Advisory Solutions seeks an experienced Trader to implement trades for Manager Models and support SMA, UMA, and MSP sponsors within Vestmark platforms. The role emphasizes trade order management, pre- and post-trade servicing, and ensuring timely execution.

You will leverage strong analytical skills and proficiency with Microsoft Office to support reconciliation and sponsor communication. This remote-friendly role offers a competitive compensation package.

Qualifications

• Bachelor's degree in a related field.
• 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.
• Must be highly organized with strong attention to detail, self-motivated, good work ethics, and work effectively in a team environment.

Responsibilities

• Proactively identify opportunities for improvements in trading process and efficiency.
• Process client model change requests by generating ATB block trade orders required to affect the model changes within the client sponsor, while mitigating risk via controls.
• Process maintenance requests by rebalancing accounts as instructed and routing the resulting trade orders for execution within the client sponsor, with controls.
• Communicate client model changes to Model Only/UMA sponsors per ATB rotation within SLAs, with controls.
• Perform Trading Services to assist connectivity between Vestmark and Sponsors.
• Responsible for trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team across Vestmark and its enterprise clients’ platforms.

Skills

SMA/UMA experience

Analytical skills

Microsoft Office

Education

Bachelor's degree in related field

Tools

Vestmark platform

CG Trade Connect

InvestCloud

Envestnet EMP

FISERV MMS

Job description

Vestmark Advisory Solutions seeks an experienced Trader to implement trades for Manager Models and support SMA, UMA, and MSP sponsors within Vestmark platforms. The role emphasizes trade order management, pre- and post-trade servicing, and ensuring timely execution.

You will leverage strong analytical skills and proficiency with Microsoft Office to support reconciliation and sponsor communication. This remote-friendly role offers a competitive compensation package.