Top 628339 I Business Solution Jobs

Trader
Steward Partners Global Advisory LLC —Danville, CA
- $100,000 - $110,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health savings account
- Health insurance
Quick Apply
ERP Enablement Lead (with WMS experience)
Moesle Meats —Chicago, IL
- $85,000 - $105,000 a year
- Full-time
- Background check
- Spanish
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Commercial Launch & Deployment Manager
Mill —San Bruno, CA
- $160,000 - $200,000 a year
- Computer literacy
- Residential
- 3 years
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Business Development Manager
LOGISTICS PLUS INC —Honolulu, HI
- $75,000 - $120,000 a year
- ERP systems
- Research
- Mid-level
Quick Apply
Director of Business Development
Naylor LLC —Schaumburg, IL
- Full-time
- Hybrid work
- 6 years
- Senior level
- Communication skills
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Director, M&A Integration
Culligan Quench —King of Prussia, PA
- $175,000 - $185,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Senior level
- Leadership
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401(k) Specialist
Midas Wealth —New York, NY
- $70,000 - $100,000 a year
- Full-time
- Hybrid work
- Background check
- Data analysis skills
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Senior Business Analyst (Salesforce/Fonteva)
American Retirement Association —Arlington, VA
- $110,000 - $115,000 a year
- Full-time
- Hybrid work
- PMP
- Salesforce
- 3 years
- Profit sharing
- Health savings account
Quick Apply
Lead Controls Systems Specialist - OSI PI
The Hershey Company —Lancaster, PA
- Online Application
- Bachelor of Science
- Engineering
- Basic math
Trucking Account Manager
Oak Harbor Freight Lines —Mount Vernon, WA
- $82,000 - $95,000 a year
- Full-time
- Clean driving record
- Bachelor of Science
- Mid-level
- Paid holidays
- Health insurance
Quick Apply
Enterprise Imaging Informatics Supervisor
SYSTEM West Virginia University Health System —Morgantown, WV
- Full-time
- Microsoft Excel
- Computer Science
- Hospital
Director of Mortgage Lending
Day Air Credit Union —Kettering, OH
- $90,000 - $130,000 a year
- Full-time
- Hybrid work
- Background check
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Revenue Operations Manager
Homestyle Direct —Franklin, TN
- $75,000 - $90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Business Development Executive
Precision Molded Plastics, Inc. —Upland, CA
- $60,000 - $100,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Commerical Truck Sales
Great Lake Truck Centers —Mansfield, OH
- $50,000 - $120,000 a year
- Marketing
- Mid-level
- High school diploma or GED
- Health insurance
- Dental insurance
Quick Apply
Quoting & Product Support Specialist
Lex Products LLC —Shelton, CT
- Full-time
- CAD
- Bachelor of Science
- ERP systems
Quick Apply
Quality and Supply Chain Manager
Yokogawa Fluid Imaging Technologies, Inc. —Scarborough, ME
- From $100,000 a year
- Full-time
- Oracle
- Engineering
- Office
- Health savings account
- Health insurance
Quick Apply
Marketing Manager
Bet On Gaming Holdings DC, LLC —Washington, DC
- $75,000 - $80,000 a year
- Full-time
- Background check
- Marketing
- Pass drug screening
- Health insurance
Quick Apply
8d
Senior Business Analyst
Genesis Capital LLC —Sherman Oaks, CA
- $120,000 - $160,000 a year
- Full-time
- Office
- Bachelor's degree
- Team management
- Health savings account
- AD&D insurance
Quick Apply
Channel Development & Strategic Business Development Manager (BDM)
HQTS Group Ltd. —New York, NY
- $5,000 - $7,000 a month
- Full-time
- Remote
- Background check
- Sales
- English
- Health insurance
- Paid time off
Quick Apply

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Trader

Steward Partners Global Advisory LLC -
Danville, CA

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Job Details

Full-time
$100,000 - $110,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
Life insurance

Qualifications

Microsoft Excel
Microsoft Outlook
Serving clients
Multitasking
Trading
Bachelor's degree
Attention to detail
Administrative experience within finance industry
Financial services
Office management

Full Job Description

Company Overview:

Steward Partners Global Advisory is an employee-owned, full-service leading independent private financial services firm, with professionals delivering multifaceted financial solutions and comprehensive service to our client’s and their families.

Steward Partners Global Advisory caters to family, institutional and multigenerational investors delivering comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering comprehensive client service with an unwavering commitment to excellence.

Position Overview

The Trader executes investment transactions and portfolio management activities within an Investment Advisor Representative (IAR) only practice, working within established parameters and investment strategies. Working exclusively within the IAR framework, this role focuses on the accurate and timely execution of predetermined investment strategies, portfolio rebalancing, and routine client account activities. The Trader ensures seamless execution of established procedures while maintaining compliance with regulatory requirements and escalating complex situations as appropriate.

Key Responsibilities

· Input trades according to established investment strategies and asset allocation models

· Execute portfolio rebalancing to maintain established target allocations and address model drifts within established parameters

· Process client distribution requests following established procedures and thresholds

· Coordinate with portfolio management platforms for model execution and reconciliation

· Execute trading activities across custodial platforms based on predetermined investment guidelines, while maintaining compliance

· Process client money transfers, deposits, and withdrawals after reviewing platform data

· Monitor portfolio allocations and identify deviations from established target models

· Collaborate with senior team members on larger transactions requiring additional oversight

· Maintain accurate records of all trading activities and transactions

· Support billing processes by executing transactions based on platform reconciliation

· Escalate complex situations or significant account changes to senior team members

· Ensure all activities comply with regulatory requirements and firm policies

· Support administrative tasks related to account maintenance and client service requests

· Process routine client account changes and administrative requests

Skills, Qualification & Experience:

· Bachelor's degree in Finance, Economics, Business, or related field

· 2-3 years of experience in trading, portfolio management, or investment operations

· Knowledge of asset allocation principles and portfolio construction

· Experience with custodial platforms (Schwab, Fidelity, Pershing, etc.)

· Strong attention to detail and accuracy in trade execution

· Excellent organizational skills and ability to work within established procedures

· Professional communication skills and ability to handle confidential information

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

401(k)
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Vision insurance

Education:

Bachelor's (Required)

Experience:

trading, portfolio management, or investment operations: 2 years (Required)

Ability to Commute:

Danville, CA 94506 (Required)

Work Location: In person

Quick Apply

Refine Your Search

I Business Solution jobs

Trader

ERP Enablement Lead (with WMS experience)

Commercial Launch & Deployment Manager

Business Development Manager

Director of Business Development

Director, M&A Integration

401(k) Specialist

Senior Business Analyst (Salesforce/Fonteva)

Lead Controls Systems Specialist - OSI PI

Trucking Account Manager

Enterprise Imaging Informatics Supervisor

Director of Mortgage Lending

Revenue Operations Manager

Business Development Executive

Commerical Truck Sales

Quoting & Product Support Specialist

Quality and Supply Chain Manager

Marketing Manager

Senior Business Analyst

Channel Development & Strategic Business Development Manager (BDM)

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