Senior SMA Trader - Remote Trade Execution & Ops

Vestmark, Inc.; Northern (KY); Hybrid; USD 100,000 - 115,000; Full time

Job summary

Vestmark Advisory Solutions (VAS) seeks an experienced Trader to execute and manage model-based trades for SMA, UMA, and MSP accounts. The role supports client sponsors and manages trade order flow, pre- and post-trade servicing, and reconciliation across Vestmark platforms.

The ideal candidate will have 3+ years in SMA/UMA or wealth management, strong analytical skills, and proficiency in Microsoft Office. A Bachelor’s degree is required, and collaboration with teams is essential for success.

Qualifications

• Bachelor's degree in a related field.
• 3+ years of SMA/UMA or wealth management industry experience.
• Strong analytical skills and proficiency in Microsoft Office.
• Highly organized with attention to detail and team-oriented work style.

Responsibilities

• Identify improvements in trading processes and efficiency.
• Process client model changes and generate required across-the-board block trade orders.
• Rebalance accounts and route trade orders within client sponsorship with risk controls.
• Communicate client model changes to sponsors and coordinate ATB trade orders.
• Support connectivity between Vestmark and Sponsors through Trading Services.
• Manage trade operations including order management, execution review, and reconciliation across platforms.

Skills

SMA/UMA trading experience

Analytical skills

Microsoft Office

Organized / detail-oriented

Teamwork

Education

Bachelor's degree in a related field

Tools

Vestmark

CG Trade Connect

InvestCloud

FISERV MMS

Envestnet EMP

Job description

Vestmark Advisory Solutions (VAS) seeks an experienced Trader to execute and manage model-based trades for SMA, UMA, and MSP accounts. The role supports client sponsors and manages trade order flow, pre- and post-trade servicing, and reconciliation across Vestmark platforms.

The ideal candidate will have 3+ years in SMA/UMA or wealth management, strong analytical skills, and proficiency in Microsoft Office. A Bachelor’s degree is required, and collaboration with teams is essential for success.