Glassman Wealth Services
Trading/Rebalancing Associate
Glassman Wealth Services, Vienna, Virginia, United States, 22182
Trading/Rebalancing Associate
Can a trading role be both technically demanding and genuinely fulfilling? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Services, a Vienna, Virginia-based wealth management firm, and we are seeking a Trading/Rebalancing Associate who understands that every trade impacts a real person's financial future. Ideally, you've executed trades before and appreciate that precision and people skills go hand-in-hand. As a successful candidate, you will thrive in a fast-paced environment where market hours mean game time. You will be detail-obsessed, tech-savvy, and surprisingly calm under pressure. You understand that rebalancing isn't just about numbersit's about keeping promises to clients. We rely on you to be the steady hand that transforms investment philosophy into portfolio reality. Bottom line: we share a vision for enriching the lives of our clients through thoughtful investment implementation, and you do too. You want to be the person advisors trust to execute their strategies flawlesslyEvery. Single. Day. You get excited about clean data, efficient workflows, and that satisfying feeling when portfolios align perfectly. You should want to have fun in the job while taking it seriously and being amazing at it. The nitty gritty details of your responsibilities and what will make you successful are spelled out below. We encourage you to read them carefully before applying. If, when you've reviewed and re-reviewed the specifics, it sounds like we are talking about you, then don't waitwe'd like to hear from you! But please, no phone calls; we're serious about that. And consider this: we are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we're not afraid to show it. In this role you will: Execute trades across Charles Schwab and Fidelity with the precision of a Swiss watchmaker and the urgency of a caffeinated day trader. Monitor portfolios daily and implement rebalancing strategies that keep our clients on track for their goals. Partner with advisory and planning teams to turn investment recommendations into portfolio reality. Master our tech stack (Salesforce & Tamarac Trading) while constantly improving workflowsbecause good enough never is. Navigate custodian relationships and vendor integrations like a diplomatic problem-solver. Tackle cash management, tax harvesting, and model allocations with strategic thinking. Generate performance reports that tell the story behind the numbers. Reconcile data across platforms because accuracy matters more than speed (but we need both). Our expectations of you: You bring 2-5 years of trading or investment operations experience from an RIA, broker-dealer, or asset management firmyou know this world. Portfolio management systems are your playground (iRebal, Envestnet, Tamarac, Orion, or similar). Your attention to detail borders on obsessive, and you're proud of it. Risk awareness is second natureyou see potential issues before they become actual problems. You begin your cover letter by telling us about the most complex trade you've ever executed and what you learned from it. You're comfortable when things move fast but never sacrifice accuracy for speed. Team-oriented doesn't just describe youit defines you. You know that great trading happens through collaboration. You're flexible and open to change. Markets evolve, technology advances, and so do we. We mean it; this is a must. College degree preferred, Series 65 a plus (or willingness to obtain it). Your approach to the work: The integrity you bring to handling client assets is next level. You understand that every basis point matters when it's someone's retirement. You can explain complex trading strategies in plain English when needed. Competing priorities don't phase youyou've got a system for everything. By joining our team, you will enhance the Glassman Wealth brand and culture as a Best Place to Work. Please make sure to include your resume and a cover letter. PS
We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.
Can a trading role be both technically demanding and genuinely fulfilling? This one is! And The Washington Business Journal just named us THE #1 best place to work in the Washington DC area. We are Glassman Wealth Services, a Vienna, Virginia-based wealth management firm, and we are seeking a Trading/Rebalancing Associate who understands that every trade impacts a real person's financial future. Ideally, you've executed trades before and appreciate that precision and people skills go hand-in-hand. As a successful candidate, you will thrive in a fast-paced environment where market hours mean game time. You will be detail-obsessed, tech-savvy, and surprisingly calm under pressure. You understand that rebalancing isn't just about numbersit's about keeping promises to clients. We rely on you to be the steady hand that transforms investment philosophy into portfolio reality. Bottom line: we share a vision for enriching the lives of our clients through thoughtful investment implementation, and you do too. You want to be the person advisors trust to execute their strategies flawlesslyEvery. Single. Day. You get excited about clean data, efficient workflows, and that satisfying feeling when portfolios align perfectly. You should want to have fun in the job while taking it seriously and being amazing at it. The nitty gritty details of your responsibilities and what will make you successful are spelled out below. We encourage you to read them carefully before applying. If, when you've reviewed and re-reviewed the specifics, it sounds like we are talking about you, then don't waitwe'd like to hear from you! But please, no phone calls; we're serious about that. And consider this: we are an equal opportunity employer, and we promise to pay you a competitive salary commensurate with experience in addition to all sorts of other outstanding benefits. We value our employees, and we're not afraid to show it. In this role you will: Execute trades across Charles Schwab and Fidelity with the precision of a Swiss watchmaker and the urgency of a caffeinated day trader. Monitor portfolios daily and implement rebalancing strategies that keep our clients on track for their goals. Partner with advisory and planning teams to turn investment recommendations into portfolio reality. Master our tech stack (Salesforce & Tamarac Trading) while constantly improving workflowsbecause good enough never is. Navigate custodian relationships and vendor integrations like a diplomatic problem-solver. Tackle cash management, tax harvesting, and model allocations with strategic thinking. Generate performance reports that tell the story behind the numbers. Reconcile data across platforms because accuracy matters more than speed (but we need both). Our expectations of you: You bring 2-5 years of trading or investment operations experience from an RIA, broker-dealer, or asset management firmyou know this world. Portfolio management systems are your playground (iRebal, Envestnet, Tamarac, Orion, or similar). Your attention to detail borders on obsessive, and you're proud of it. Risk awareness is second natureyou see potential issues before they become actual problems. You begin your cover letter by telling us about the most complex trade you've ever executed and what you learned from it. You're comfortable when things move fast but never sacrifice accuracy for speed. Team-oriented doesn't just describe youit defines you. You know that great trading happens through collaboration. You're flexible and open to change. Markets evolve, technology advances, and so do we. We mean it; this is a must. College degree preferred, Series 65 a plus (or willingness to obtain it). Your approach to the work: The integrity you bring to handling client assets is next level. You understand that every basis point matters when it's someone's retirement. You can explain complex trading strategies in plain English when needed. Competing priorities don't phase youyou've got a system for everything. By joining our team, you will enhance the Glassman Wealth brand and culture as a Best Place to Work. Please make sure to include your resume and a cover letter. PS
We know the Washington area has a tight financial community. In ALL cases, your letter, resume, and interest will be kept completely confidential.