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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

Average salary estimate

$80000 / YEARLY (est.)
min
max
$80000K
$80000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Trader, Root Financial

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!

Frequently Asked Questions (FAQs) for Trader Role at Root Financial
What are the main responsibilities of a Trader at Root Financial Partners?

As a Trader at Root Financial Partners, you will be responsible for executing trades, managing client portfolios using iRebal, and ensuring that cash flows are optimally handled across multiple accounts. You'll collaborate closely with advisors to customize portfolio solutions and address clients' specific needs, such as tax-sensitive strategies and complex account structures.

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What qualifications do you need to apply for the Trader position at Root Financial Partners?

To qualify for the Trader role at Root Financial Partners, candidates should have at least 2 years of experience in trading, portfolio management, or investment operations, preferably within an RIA or asset management firm. Proficiency with iRebal and a strong understanding of asset allocation, rebalancing, and tax-efficient trading strategies are essential. A bachelor’s degree in finance or a related field is required, and relevant certifications like CFA, CFP®, or CIMA are a plus.

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How does Root Financial Partners support its Traders in their role?

Root Financial Partners supports its Traders with comprehensive tools and resources, such as access to iRebal and other advanced portfolio management software. Additionally, the collaborative environment encourages teamwork and effective communication with advisors to foster an atmosphere where continuous improvement and personal development are prioritized.

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What is the working environment like for a Trader at Root Financial Partners?

The working environment for a Trader at Root Financial Partners is remote and flexible, allowing for a healthy work-life balance. We promote a culture of collaboration and efficiency, where team members are encouraged to engage freely with each other and continuously improve trading processes to better serve our clients.

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What benefits can a Trader expect at Root Financial Partners?

A Trader at Root Financial Partners can expect a competitive salary starting at $80k, along with a target bonus of 15% of base pay. Additional benefits include a 401(k) match, health insurance, unlimited PTO, lifestyle spending accounts, and special leave days such as the 'Root Reset Days' where the last Friday of the month is off.

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Common Interview Questions for Trader
What trading platforms are you familiar with?

Being familiar with various trading platforms is essential for success as a Trader at Root Financial Partners. Emphasize your experience with iRebal, detailing how you have effectively used it for rebalancing portfolios and managing trades, while also mentioning any other platforms you’ve worked with.

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Can you explain a time you improved a trading process?

When answering this question, recount a specific instance where you identified inefficiencies within a trading process. Describe the steps you took to streamline the operation, the tools you used, and the impact your actions had on overall efficiency or error reduction.

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How do you handle client needs and concerns?

It's crucial to demonstrate strong communication skills here. Discuss your approach to understanding client needs through active listening, and how you’ve collaborated with advisors to create personalized solutions that address client concerns in a timely manner.

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What strategies do you employ for tax-sensitive trading?

Share your understanding of tax-sensitive trading strategies, emphasizing your experience in managing tax implications when forming trades, such as utilizing tax-loss harvesting or understanding short vs. long-term capital gains effects.

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Describe your experience with portfolio rebalancing.

Detail how often you typically rebalance portfolios, the methodologies you utilize to determine the right time and approach for rebalancing, and how you ensure alignment with client objectives. Emphasize accuracy and strategic thinking.

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How do you prioritize multiple tasks in a fast-paced environment?

Explain your organizational methods or tools that help you manage multiple responsibilities, such as using to-do lists, prioritizing urgent tasks based on deadlines, and flexibility in adjusting priorities as needed.

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How do you stay updated on market trends?

Convey the importance of continuous learning, detailing the resources you use to stay informed about market trends. This could include following financial news platforms, attending webinars, or leveraging industry publications.

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Why do you want to work at Root Financial Partners?

Your answer should reflect your values aligning with Root’s commitment to client success and team collaboration. Discuss how you admire their dedication to process improvement and your excitement about contributing to a thriving team environment.

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What do you think are the most important qualities for a Trader at Root?

Discuss qualities such as attention to detail, effective communication, adaptability, and a collaborative spirit as essential traits for success. Provide examples from your experience that illustrate these qualities in action.

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How would you describe your teamwork style?

Highlight your ability to actively contribute as part of a team while also being open to feedback. Explain how you collaborate with advisors and other team members, making sure to include an example that showcases your teamwork in action.

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EMPLOYMENT TYPE
Full-time, remote
DATE POSTED
March 13, 2025

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