RIA Trader

2 weeks ago

Birmingham, United States OneAscent Financial Full time

COMPANY OVERVIEW

OneAscent Financial Services is seeking an experienced, full-time RIA trader to join their growing team. OneAscent Financial Services is part of the OneAscent family of faith-based companies committed to delivering values-based financial solutions to advisors and investors. The OneAscent Financial Services entity provides a platform for faith-driven financial advisors who desire to be a part of something bigger than themselves. Our values-aligned, Kingdom-driven solutions allow advisors to gain freedom, stimulate growth, and amplify their impact. OneAscent is headquartered in Birmingham, AL, and serves clients through office locations across the United States.


JOB SUMMARY

The RIA Trader will serve our advisors with excellence by processing trade requests accurately and in a timely manner. This position will be a key asset to serving our advisors and enabling our firm to continue its growth path. They will produce a high level of accuracy even when completing tasks that some may consider repetitive. This position requires careful attention to detail paired with a strong desire to deliver high-quality customer service for those we serve.


DUTIES AND RESPONSIBILITIES

  • Update all investment solutions (security sets, models, sleeves, etc.) as requested by investment managers, in accordance with established SLAs
  • Process maintenance trade requests
  • Monitor and audit trade execution for accuracy
  • Consult and Facilitate IARs on efficient model organization
  • Identify and communicate Tax-Loss Harvesting opportunities for custom accounts
  • Trading software and database management
  • Other projects or tasks as needed


REQUIRED QUALIFICATIONS

  • 3+ years of experience RIA trading
  • Bachelor’s degree in business, accounting, finance, economics or similar
  • Experience in investment management and/or financial advisory services
  • Experience with any of the following software or custodial platforms desired: Orion Eclipse, iRebal, BlackDiamond
  • Experience with tax-loss harvesting, tax transitions, or maintaining models for multiple managers
  • Detail-oriented, meticulous, accurate, organized, able to set priorities, and communicate effectively
  • Excellent customer service skills
  • Team player and self-starter with ability to take specific direction
  • Desire/ability to work successfully in a small company environment


COMPENSATION AND BENEFITS

  • Eligible for discretionary bonus which depends on the success of the firm
  • Exceptional Medical, Dental, and Vision, Life, Flex Accounts, 401(k), and Paid Time Off
  • Location: prefer Birmingham, AL or Maumee, Ohio, but open to a remote hire for the right candidate
  • Compensation range of $60-$90K+, and will vary based on experience and location