Top 379 Global partners Jobs

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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
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Winnetka, IL
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —Portsmouth, NH
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
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
4d
Client Administrative Manager
Steward Partners Global Advisory LLC —Albany, NY
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
Veterinarian
Global Talent Partners —Renton, WA
- $150,000 - $250,000 a year
- Part-time
- Mid-level
- Relocation assistance
- Health insurance
Quick Apply
Veterinarian
Global Talent Partners —Hudson, NY
- $150,000 - $200,000 a year
- Management
- Clinic experience
- 3 years
- Paid holidays
- Dental insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Chesapeake, VA
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Registered Client Administrative Manager
Steward Partners Global Advisory LLC —New York, NY
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
4d
Veterinarian
Global Talent Partners —Queen Anne, WA
- 1 year
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Client Administrative Manager
Steward Partners Global Advisory LLC —Largo, FL
- Full-time
- Mid-level
- Office
- Administrative experience
- Health savings account
- Health insurance
Quick Apply
Veterinarian, Medical Director
Global Talent Partners —Windham, NH
- $150,000 - $200,000 a year
- No weekends
- 7 years
- Management
- Medical-surgical
- Relocation assistance
- Health insurance
Quick Apply
Veterinary Practice Owner
Global Talent Partners —Phoenix, AZ
- Senior level
Quick Apply
Veterinarian
Global Talent Partners —Capitol Hill, WA
- $120,000 - $160,000 a year
- Surgery
- Patient care
- 1 year
- Health savings account
- Relocation assistance
Quick Apply
Associate Veterinarian
Global Talent Partners —Avon, CT
- $165,000 - $185,000 a year
- Mid-level
- Surgery
- Mentoring
- Paid parental leave
- Relocation assistance
Quick Apply
Emergency Veterinarian
Global Talent Partners —Idaho Falls, ID
- $100,000 - $170,000 a year
- 11+ years
- ER
- Entry level
- Relocation assistance
- Health insurance
Quick Apply
Veterinarian / DVM Partner
Global Talent Partners —Salt Lake City, UT
- $150,000 - $250,000 a year
- Mid-level
Quick Apply
Emergency Veterinarian
Global Talent Partners —Phoenix, AZ
- $160,000 - $220,000 a year
- ER
- Senior level
- Leadership
- Continuing education credits
- Paid parental leave
Quick Apply
Lead Veterinarian
Global Talent Partners —Parker, CO
- Senior level
- Continuing education credits
- Relocation assistance
Quick Apply
ER & Urgent Care Veterinarian
Global Talent Partners —Prescott Valley, AZ
- $150,000 - $200,000 a year
- 12 hour shift
- Mid-level
- ER
- Communication skills
- Flexible schedule
Quick Apply

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Trader

Steward Partners Global Advisory LLC -
Danville, CA

Quick Apply

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

global partners jobs

Trader

Registered Client Administrative Manager

Registered Client Administrative Manager

Registered Client Administrative Manager

Client Administrative Manager

Veterinarian

Veterinarian

Client Administrative Manager

Registered Client Administrative Manager

Veterinarian

Client Administrative Manager

Veterinarian, Medical Director

Veterinary Practice Owner

Veterinarian

Associate Veterinarian

Emergency Veterinarian

Veterinarian / DVM Partner

Emergency Veterinarian

Lead Veterinarian

ER & Urgent Care Veterinarian

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