Top 286225 Client partner Jobs

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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
Grants Development Consultant: Healthcare
Grants Office, LLC —Rochester, NY
- From $65,000 a year
- Full-time
- Hybrid work
- Customer service
- Public speaking
- Research
- Health insurance
- 401(k)
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6d
Managing Partner - Mortgage Division
Renegade Financial —Helena, MT
- $100,000 - $300,000 a year
- Full-time
- Hybrid work
- 5 years
- Residential
- Mentoring
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Investor Relations Manager
Taylor Derrick Capital, LLC —Salt Lake City, UT
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
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Grants Administrator
YWCA Missoula —Missoula, MT
- $70,000 - $75,000 a year
- Weekends as needed
- Background check
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- 5 years
- Health insurance
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Sales and Marketing Manager (Mid-Level)
MetaLINK Technologies —Defiance, OH
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Health savings account
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Account Representative – Public Sector Solutions
Vanguard Direct —New York, NY
- $100,000 - $150,000 a year
- Full-time
- Bachelor of Science
- 8 years
- Bachelor's degree
- Health savings account
- Health insurance
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Clinical Director
Nack Behavioral Health —Berkeley, CA
- $125,000 - $160,000 a year
- Full-time
- LMFT
- Licensed Clinical Social Worker
- Adults
- Health insurance
- Dental insurance
Quick Apply
Sales Representative - Business Funding
Bluegrass Lending Group, INC —Louisville, KY
- $50,000 - $250,000 a year
- Contract
- Customer service
- Mid-level
- Data entry
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Regional Sales Manager
Brooklyn Bottling Company of Milton NY —Arkansas City, AR
- $85,000 - $110,000 a year
- Full-time
- Mid-level
- Analysis skills
- Travel
- Health insurance
- Dental insurance
Quick Apply
Full Service Digital Marketing Account Manager
Trial Guides —Portland, OR
- $60,000 - $100,000 a year
- Part-time
- Marketing
- Mid-level
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Customer Service Representative
Mountain State Insurance Agency —Charleston, WV
- Full-time
- No experience needed
- Mid-level
- Office
- Paid holidays
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Quick Apply
New & Experienced Real Estate Agents Wanted - Join a Top MA Team
Charles King Group —Hingham, MA
- $30,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Residential
- Real Estate License
Quick Apply
2d
Managing Broker
Eldon Homes —Stoughton, WI
- $80,000 - $120,000 a year
- Contract
- Hybrid work
- Driver's License
- Supervising experience
- Organizational skills
- Flexible schedule
Quick Apply
8d
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Sarasota, FL
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
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
SBA Business Development Officer - Northern Region
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- 7 years
- Office
- Senior level
Account Executive - Public Sector/SLED Sales (NY State)
Keystone Sports Construction —Albany, NY
- $100,000 - $175,000 a year
- Full-time
- CRM software
- Up to 50% travel
- 5 years
- Health insurance
- Dental insurance
Quick Apply
10d
Senior Manager, Customer Data Solutions
Next Level Performance —New Brunswick, NJ
- $110,000 - $140,000 a year
- Part-time
- Hybrid work
- Azure
- HIPAA
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Director of Business Development
Naylor LLC —Schaumburg, IL
- Full-time
- Hybrid work
- 6 years
- Senior level
- Communication skills
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

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