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Execution Trader

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , Englewood

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Category:

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

This role is responsible for the timely and accurate execution of equity, fixed income, and ETF trades across client portfolios. The Execution Trader will work closely with portfolio managers, advisors, and custodians to ensure best execution practices, compliance with firm guidelines, and operational efficiency. This is a hands-on trading role within a collaborative, client-focused wealth management environment.

Job Responsibility:

  • Execute trades across equities, ETFs, fixed income, and mutual funds on behalf of portfolio managers and advisors
  • Monitor markets, trading platforms, and order flow to ensure timely execution and alignment with client objectives
  • Maintain compliance with trading policies, regulations (e.g., best execution, trade rotation), and internal controls
  • Communicate trade activity with custodians, brokers, and internal operations teams
  • Assist in portfolio rebalancing and implementation of investment models or strategies
  • Maintain accurate trade blotters and ensure timely settlement and reconciliation of trades
  • Contribute to continuous improvement of trading processes, systems, and workflows
  • Support reporting and performance attribution efforts as needed
  • Stay current on market trends, economic news, and trading technology tools

Requirements:

  • Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related discipline
  • 2+ years of experience in trading or investment operations, preferably in an RIA, wealth management, or asset management firm
  • Proficiency with trading platforms (e.g., Schwab Advisor Center, Fidelity Wealthscape, Bloomberg, or similar)
  • Strong knowledge of investment products, including equities, fixed income, mutual funds, and ETFs
  • Excellent attention to detail, organizational skills, and ability to operate under pressure
  • High level of integrity and commitment to fiduciary standards and best execution
  • Effective communication and interpersonal skills
What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan

Additional Information:

Job Posted:
January 05, 2026

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