Job Title: Trader
Location: Remote
Company: Root Financial Partners
Job Type: Full-Time
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.
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.
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.
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
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Root Financial Partners is on the lookout for a Trader to join our dynamic team! Located in beautiful Encinitas but working remotely, this full-time role is all about ensuring our clients and advisors achieve success through seamless trade executions and solid portfolio alignments. If you're detail-oriented and have a knack for working collaboratively in a fast-paced environment, we’d love for you to bring your expertise to the table! As our Trader, you'll leverage iRebal and various portfolio management tools to manage client portfolios, execute trades, and fine-tune cash flows across multiple accounts. Your direct connection with advisors will help craft tailored solutions, tackle unique client needs, and monitor portfolio allocations to keep everything aligned with our clients' objectives. Process improvements will be your best friends as you help enhance trading efficiencies and streamline our operations. With a minimum of 2 years in trading or investment operations, and a strong understanding of asset allocation strategies, you will play a key role in supporting our investment team. Plus, our benefits package is designed to keep you and your family healthy and happy, with competitive pay and unlimited PTO. Join us at Root Financial Partners, where we prioritize your growth and well-being!
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