Job Description We are looking for talented and motivated individuals to join the trading operations team at SMArtX Advisory Solutions to help us build and scale our technology solutions designed to change the way wealth is managed. You would be working with our trading and portfolio accounting team members and focusing on managing our trading processes and monitoring our portfolio accounting systems. Our Trading Operations Specialists are responsible for all aspects of our daily trading operations, which include trading, risk, data management, accounting, and many other components critical to ongoing operations and interface with various groups within the firm to ensure that all systems are operating properly. This role involves coordinating with members of the Compliance, Technology, and Customer Service teams at SMArtX as well as external parties, like custodians, executing brokers, wealth advisors, and asset managers.
Day-to-Day Duties
Skills We Are Looking For
Bonus Items
Hiring Company Description
We're changing the way wealth management is done, and we need your help. If you are ready to do something that matters and actually impacts your customers, we want you. We need creative problem solvers to help us grow our managed accounts solutions and empower the next generation of financial advisors. Our industry is rapidly evolving. Together, we can change it for the better.
Since 2013, SMArtX Advisory Solutions has been developing managed accounts technology that provides access to best-in-breed investment managers and streamlines portfolio construction and management, so wealth advisors can focus on what matters most, the client. If you are ready to join a passionate group working on cutting-edge technology solutions in wealth tech, send us your resume!
Job Type: Full-time