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Trade Execution Specialist

4 months ago

Columbus, United States Corient Private Wealth LLC Full time
Join a team that values your ambition and empowers your growth

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

Essential Duties and Responsibilities
  • Complete trade execution for various categories of trades across platforms, including but not limited to rebalancing, tax loss harvesting, one-off trades, changes to asset allocation, margin clears
  • Review and rebalance client portfolios in a standard process
  • Track and audit team processes
  • Enter, manage, and complete stock, bond, ETF, option, and mutual fund trades as well as direct separately managed account cash flows
  • Run portfolio rebalancing processes:
    • Setup, assign, maintain and monitor accounts within portfolio rebalancing software
    • Rebalance client portfolios in accordance with investment team guidance
  • Assist with daily team functions and researching potential issues
  • Cross train on other team responsibilities
  • Manage and maintain client cash reserves
  • Run monthly/quarterly cash audits
Required Skills and Experience
  • Ability to interact with employees, clients and vendors in a friendly, courteous and professional manner
  • Desire and ability to solve problems and improve processes
  • Proficiency in Microsoft Office applications
  • Proficiency in Salesforce, Portfolio Accounting and Rebalancing Software a plus
  • Experience working with Web-enabled applications and database software
  • Ability to plan, organize, and prioritize workload efficiently and effectively
  • Ability to work independently and with teams
  • Eagerness to learn and accept new tasks to potentially build and expand role responsibilities.
Core Competencies Required
  • Accountability/Self-Confidence to Execute: Believes in one's own capabilities and knowledge to effect positive outcomes and even succeed where others may not, and demonstrates that attitude in performing day-to-day duties.
  • Client Focus: Personally demonstrates that external (or internal) clients are a high priority. Identifies client needs and expectations and responds to them in a timely manner. Anticipates and prevents delays or other things that can adversely affect the client. Keeps clients informed about the status of pending action.
  • Collaboration/Working with Others: Effectively works together with colleagues toward common goals, and/or facilitates goal achievement in others.
  • Emotional Intelligence: Recognizes the emotions of one's self, of others, and of groups, with an acute awareness of what emotions will be triggered by different behaviors or issues. Is able to appropriate control and adjust one's emotions to the specific situation so as to not act irrationally or inappropriately.
  • Striving for Excellence: Displays an on-going commitment to learning and self-improvement, with particular emphasis on developmental areas that are job and/or organization-relevant.
  • Initiative: Identifying what needs to be done and doing it before being asked or before the situation requires it.
  • Integrity: Promotes and personally models behaviors that underscore the importance of honesty, truth, respect, and fairness in interpersonal relations; creates a supportive work environment; shows up to work and/or meetings on time, ready to take action on responsibilities.
  • Position Knowledge: Displays specialized and/or in-depth skills, knowledge or judgment associated with their position.
  • Professionalism/Attitude: Presents themselves in a manner consistent with the organization's expectations in terms of dress, attitude, and communications.
  • Respects Others / Supports Diversity: Treats others with respect regardless of ethnicity, gender, religion, beliefs or opinions.
Job Specific Competencies Required
  • Attention to Communication: The ability to ensure that information is passed on to others who should be kept informed.
  • Dealing with Change: Understands that change is necessary to evolve as a person and as an organization and reflects that in the context of their daily work; handles change without becoming dis-engaged.
  • Flexibility: Openness to different and new ways of doing things; willingness to modify one's preferred way of doing things.
  • Follow Up/Responsiveness: Is respectful of commitments made with others on mutually agreed upon action items, as well as prompt return of phone calls and emails.
  • Oral Communication: The ability to express oneself clearly in conversations and interactions with others.
  • Punctuality/Attendance: Shows up to work and/or meetings on time, ready to take action on responsibilities.
  • Time management: The ability to work on own and within team timeframes. The ability to reprioritize evolving task lists as necessary.
  • Accuracy: Attention to detail is key in this role.
  • Escalation: Alerting team members of issues requiring their help or attention.
Preferred Skills
  • Basic understanding of financial/wealth management
  • Investment operations/trading experience
Education and Job Experience Requirements
  • 1-3 years financial service experience
  • Bachelor's degree required
Work Environment and Physical Demands

Working conditions are normal for an office environment
  • In-office position
  • Repetitive Motions of the wrists, hands, and fingers
  • Occasional lifting up to 20 pounds
Physical Requirements
  • This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
  • This position may require the ability to lift up to 15 pounds.
  • This position is required to work onsite 4 days per week.
U.S. Eligibility Requirements
  • Must be 18 years of age or older.
  • Must be willing to submit to a background investigation; any offer of employment is conditioned upon the successful completion of a background investigation.
  • Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
  • Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
  • Must be willing to execute Corient's Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.
What You Can Expect from Us

Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:
  • Flexible & Hybrid Work Program
  • 401(k) Plan with Employer Matching
  • Four Medical Plan options that is generously subsidized by Corient
  • Employer paid Dental, Vision & Life and AD&D Insurance
  • Employer paid Short-term & Long-term Disability
  • Paid Maternity & Parental Leave
  • Flexible Spending Accounts & Health Savings Accounts
  • Dependent Care FSA
  • Commuter & Transit FSA
  • Corporate Discount Program - Perkspot
  • Training Reimbursement
  • Paid Professional Designations
  • Giving back to the community - Volunteer days


Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.

Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities.

We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.