Senior Investment Trader

YTS Wealth Management; United States; Remote; USD 80,000 - 120,000; Full time

Benefits offered by this job

13 paid company holidays

Flexible scheduling

10 days PTO

401(k) with match

Health Reimbursement Arrangement

Life Insurance

Maternity & Paternity Leave

Job summary

YTS Wealth Management is seeking a highly detailed Senior Investment Trader to build and operate trading infrastructure for a growing wealth platform. You will execute client trades, manage portfolios across asset classes, and collaborate with the investment team to implement strategies.

The role requires 5–8+ years of trading experience, proficiency with major platforms, and a strong emphasis on accuracy, controls, and scalable processes.

Qualifications

• 5–8+ years of relevant experience in trading, portfolio management, or investment operations.
• Meaningful experience executing and overseeing trading across many client accounts.
• Experience with Black Diamond, Orion, Tamarac or similar systems.
• Strong understanding of portfolio implementation, trade execution, and reconciliation.
• Familiarity with major custodial platforms and multi-custodian environments.

Responsibilities

• Own and execute trading activity across client portfolios and investment strategies.
• Manage trading across equities, ETFs, mutual funds, fixed income and other vehicles.
• Execute portfolio rebalances, model changes, and tax-related trades.
• Monitor trade execution, allocations, cash balances, and post-trade issues.
• Collaborate with advisors and investment professionals to implement recommendations.
• Develop scalable trading workflows for a growing platform.
• Maintain audit-ready documentation and controls.

Skills

Detail-oriented

Process-driven

Calm under pressure

Collaborative

Education

Bachelor’s degree in finance/economics/business

CFA/ CFP designation a plus

Tools

Black Diamond

Orion

Tamarac

Job description

YTS Wealth Management is a rapidly growing wealth management firm built on a foundation of exceptional client service, long-term relationships, and a collaborative team culture. Our firm provides comprehensive wealth management solutions including investment management, retirement planning, tax-efficient strategies, insurance, and estate planning guidance.

About the Role

We are seeking a highly detail-oriented and process-driven Senior Investment Trader to join our growing investment team. This individual will play a critical role in building and operating the trading infrastructure of a rapidly growing wealth management platform.

The Senior Investment Trader will have primary responsibility for the accurate and efficient execution of trading activity across client portfolios while helping develop the processes, controls, technology, and workflows necessary to support an enterprise investment platform.

This is a dynamic investment role with opportunities to grow. While trading will be a core responsibility, this individual will also work closely with the Chief Investment Officer and broader investment team across portfolio implementation, investment operations, portfolio analytics, manager research, investment strategy, and advisor support.

The ideal candidate combines the precision and discipline of an experienced trader with the versatility of an investment professional. They should be comfortable operating in a high-pressure environment where accuracy matters, priorities can shift quickly, and the investment platform is continuing to evolve.

Key Responsibilities

• Own and execute trading activity across client portfolios and investment strategies.
• Manage trading across equities, ETFs, mutual funds, fixed income, and other investment vehicles as appropriate.
• Execute portfolio rebalances, model changes, cash raises, tax-related trades, transitions, and other portfolio implementation activities.
• Monitor trade execution, allocations, restrictions, cash balances, and post-trade exceptions.
• Partner with advisors and investment professionals to efficiently implement portfolio recommendations across client accounts.
• Manage complex and time-sensitive trading activity with a high degree of accuracy and sound judgment.
• Support the integration and transition of portfolios associated with new advisors, clients, and acquired firms.
• Develop scalable trading workflows capable of supporting a growing national wealth management platform.

Trading Operations, Controls & Technology

• Develop, document, and continuously improve trading procedures, controls, and operating workflows.
• Maintain a strong control environment around trade execution, approvals, exceptions, and reconciliation.
• Identify opportunities to automate and improve trading processes.
• Serve as a subject matter expert for portfolio management and trading technology.
• Work extensively with platforms such as Black Diamond, Orion, Tamarac, or comparable wealth management systems.
• Partner with operations, compliance, technology, custodians, and advisors to resolve trading and portfolio issues.
• Help establish trading standards and best practices across the organization.
• Maintain detailed documentation and audit-ready records.

Investment Team Responsibilities

In addition to trading responsibilities, this individual will have the opportunity to contribute broadly across the investment platform, including:

• Portfolio construction and implementation.
• Investment and manager research.
• Performance and portfolio analytics.
• Investment Committee analysis and preparation.
• Advisor and client investment requests.
• Development of investment tools, reporting, and internal resources.
• Special investment projects led by the Chief Investment Officer.

As the organization grows, responsibilities may evolve based on the individual’s strengths, interests, and the needs of the investment platform.

Qualifications

• 5-8+ years of relevant experience in trading, portfolio management, investment operations, or investment management, preferably within an RIA, wealth management firm, asset manager, bank, or similar investment organization.
• Meaningful experience executing and overseeing trading across a large number of client accounts.
• Experience with Black Diamond, Orion, Tamarac, or similar portfolio accounting, rebalancing, and trading platforms.
• Strong understanding of portfolio implementation, trade execution, model management, reconciliation, and investment operations.
• Familiarity with major custodial platforms and institutional trading workflows preferred.
• Experience supporting multi-custodian or enterprise wealth management environments is a plus.
• Bachelor’s degree in finance, economics, business, or a related field.
• CFA, CFP, or other relevant investment designation is a plus but not required.

What We Are Looking For

The successful candidate will be:

Exceptionally detail-oriented: takes ownership of accuracy and consistently checks their work.

Process-oriented: naturally think about how workflows should operate, where risks exist, and how processes can become more scalable and repeatable.

Calm under pressure: can manage high trading volumes, market volatility, competing priorities, and time-sensitive requests without sacrificing accuracy.

Accountable: take ownership of outcomes, identify problems quickly, and follow issues through to resolution.

Technologically-fluent: comfortable learning new systems and using technology to automate and improve investment workflows.

Investment-minded: interested in more than trade execution and want to understand portfolio construction, investment strategy, markets, and the reasoning behind portfolio decisions.

Adaptable: comfortable operating in a growing organization where roles evolve and new responsibilities emerge.

Collaborative: work effectively with investment professionals, advisors, operations, compliance, technology teams, custodians, and senior leadership.

Physical Requirements

• Prolonged periods of sitting, computer use, and phone communication
• Ability to attend in-person meetings and events
• Occasional lifting of light materials up to 20 pounds
• Ability to communicate effectively in both in-person and virtual environments

Compensation

• Salary Range: $80,000 - $120,000 (commensurate with experience)
• Growth and leadership development opportunities
• 13 paid company holidays
• Flexible scheduling for personal appointments
• 10 days of Paid Time Off
• 401(k) with dollar-for-dollar match up to 4%
• Health Reimbursement Arrangement (HRA)
• Life Insurance
• Maternity & Paternity Leave

Observed Holiday's:

• New Year's Day
• Martin Luther King, Jr. Day
• Presidents' Day
• Good Friday
• Memorial Day
• Independence Day
• Labor Day
• Thanksgiving Day
• Day After Thanksgiving
• Christmas Eve
• Christmas Day
• New Year's Eve
• Monday-Friday (Daylight hours)
• Occasional evenings/weekends for client events and networking
• Remote role

Legal & Compliance Disclosures

• Equal Employment Opportunity: We are an equal opportunity employer and do not discriminate based on race, color, religion, sex, national origin, disability, or age.
• At-Will Employment: Employment at YTS Wealth Management is at-will. Either party may terminate employment at any time with or without cause or notice, unless law specifies otherwise.
• Background/Drug Screening: Employment is contingent upon successful completion of a drug test, state background check, and federal fingerprinting.
• Disclaimer: This job description is not intended to be all inclusive. Additional duties may be assigned as needed.