SMA/UMA Trader & Trade Execution Specialist

Vestmark; United States; Remote; USD 80,000 - 110,000; Full time

Job summary

Vestmark Advisory Solutions seeks a meticulous trader to execute trades for retail SMA, MSP, and Model Only/UMA accounts across proprietary and third-party manager models. You will manage the trade lifecycle from order generation to execution review and reconciliation, while supporting client servicing.

The ideal candidate holds a bachelor’s degree with 1–3+ years in SMA/UMA or wealth management, with strong analytical skills, MS Office proficiency, and keen attention to detail.

Qualifications

• Bachelor’s degree and 1-3+ years of experience in SMA, UMA, or wealth management.
• Strong analytical skills, Microsoft Office proficiency, and attention to detail.

Responsibilities

• Execute trades for retail SMA, MSP, and Model Only/UMA accounts across proprietary and third-party manager models.
• Manage trade order lifecycle including order generation, execution review, reconciliation, and client servicing.
• Process model change requests and maintenance such as new accounts, cash flows, terminations, and tax harvests.

Skills

Analytical skills

MS Office proficiency

Attention to detail

SMA/UMA wealth management experience

Education

Bachelor’s degree

Tools

SMA trading platforms

Job description

Vestmark Advisory Solutions seeks a meticulous trader to execute trades for retail SMA, MSP, and Model Only/UMA accounts across proprietary and third-party manager models. You will manage the trade lifecycle from order generation to execution review and reconciliation, while supporting client servicing.

The ideal candidate holds a bachelor’s degree with 1–3+ years in SMA/UMA or wealth management, with strong analytical skills, MS Office proficiency, and keen attention to detail.