Trader

Job Title: Trader

Location: Remote

Company: Root Financial Partners

Job Type: Full-Time

About the Role:

We are seeking a detail-oriented and experienced Trader to join our fantastic team at Root. This role is integral to ensuring client and advisor success via the smooth execution of trades and consistency of portfolio alignment. The ideal candidate will enjoy operating in a fast-paced, team-oriented environment and is adept at using iRebal and other portfolio management software to execute trades, rebalance accounts, and support advisors in managing complex client situations. Additionally, she/he will play a key role in identifying and implementing process improvements across our trading and portfolio management workflows.

Key Responsibilities:

• A passion for helping clients get the most out of life with their money
• Leverage iRebal and other portfolio management tools to rebalance client portfolios and manage cash flows across multiple accounts while ensuring accuracy, efficiency, and adherence to client objectives.
• Work closely with advisors to address client needs, including tax-sensitive strategies, complex account structures, and customized portfolio solutions. Join client meetings to detail the implementation of these solutions with the advisor.
• Monitor and maintain portfolio allocations, ensuring client accounts remain aligned with their objectives.
• Identify and implement process improvements to enhance trading efficiency, reduce errors, and streamline portfolio management operations.
• Assist in performance reporting, trade analysis, and investment team initiatives as needed.
  
  

The Nitty Gritty:

• 2+ years of experience in trading, portfolio management, or investment operations, preferably within an RIA or asset management firm.
• Proficiency with iRebal and experience using other trading/portfolio management platforms.
• Strong understanding of asset allocation, rebalancing, and tax-efficient trading strategies.
• Excellent attention to detail and ability to manage multiple tasks.
• Effective communication skills with advisors, clients, and internal teams.
• Bachelor’s degree in finance, economics, or a related field; relevant certifications (CFA, CFP, CIMA) are a plus.
  
  

What you get:

There's nothing more important to our success than a healthy and thriving team. Here's how we take care of you:

• Competitive pay. Base starts at $80k
• Target bonus: 15% of base pay.
• Contribution to Long-Term Incentive Plan based on firm growth.
• 5% 401(k) match.
• Health insurance.
• Vision, dental, long-term disability, life insurance.
• Completely remote work and flexible schedules.
• Unlimited PTO Policy
• Parental Leave
• Root Reset Days: Take the last Friday of every month off.
• Lifestyle Spending Account for Wellness