Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)
Senior Trader
Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs), Scottsdale, Arizona, us, 85261
2 days ago Be among the first 25 applicants
Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs) provided pay range This range is provided by Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $150,000.00/yr
Additional compensation types Annual Bonus
Direct message the job poster from Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)
Managing Director of Recruiting Fintech/Payments/Crypto Role
Location
100% onsite in Scottsdale, AZ
(Relocation assistance is available)
Reports to
CEO
Employment Type
Full-Time, W2, Direct Hire
Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. PTO.
The Company
We are a leading Wealth Tech firm and Turnkey Asset Management Platform (TAMP), providing RIAs, broker‑dealers, and wealth management firms with an integrated, end‑to‑end technology and investment platform. Our offerings include institutional trading services, model portfolio delivery, SMAs, direct indexing, and alternative investments.
The Opportunity
We are seeking a Senior Trader or Portfolio Strategist to join our investment and trading team. This individual will oversee the execution of trades across fixed income, equities, ETFs, mutual funds, and options, supporting both internally managed portfolios and third‑party strategist models within our UMA and TAMP infrastructure.
In this hybrid role, you’ll serve as a bridge between advisors, asset managers, and operations—executing with precision, driving strategy implementation, and ensuring every model and mandate runs with institutional efficiency. You’ll work hand‑in‑hand with portfolio managers and strategists across the platform, ensuring their models are translated into accurate, timely execution for client accounts.
This position is ideal for a professional who thrives in a dynamic environment, is fluent in market structure and asset allocation, and is passionate about transforming how wealth enterprises deliver investment excellence at scale.
Responsibilities
Execution Excellence
– Execute trades across all major custodians, ensuring accuracy, timeliness, and best execution for advisor‑driven and third‑party‑managed strategies.
Manager Coordination
– Collaborate with external asset managers and strategists on portfolio implementation, model updates, and trading protocols across UMA and TAMP programs.
Portfolio Strategy & Structuring
– Support advisors with asset allocation, portfolio construction, and manager selection while maintaining alignment with investment policy guidelines.
Model Management
– Oversee the daily execution, rebalancing, and monitoring of model portfolios and unified managed accounts across multiple custodians and programs.
Operational Oversight
– Manage reconciliation, settlement, trade correction, and exception reporting to ensure integrity of data and performance tracking.
Market Analysis
– Evaluate trends, liquidity, and macroeconomic factors to inform trading and allocation decisions.
Risk & Compliance
– Maintain rigorous adherence to internal policies, compliance standards, and regulatory frameworks.
Platform Optimization
– Partner with technology, product, and operations teams to enhance workflow automation and advance our institutional trading capabilities.
Advisor & Manager Engagement
– Serve as a key point of contact for advisors and strategists, providing updates, education, and insights into platform execution and portfolio positioning.
Thought Leadership
– Contribute to firmwide investment communications, portfolio insights, and market commentary in partnership with the investment strategy team.
Qualifications, skills, and experience
Education, Licenses, & Designations:
Required - Bachelor’s degree in Finance, Economics, Accounting, or Business (MBA preferred).
Required - FINRA Series 7, 24, and 65/66.
Preferred: CFA, CIMA, CAIA
Experience:
Minimum 5+ years of trading, portfolio management, or TAMP‑related experience in wealth management, asset management, or institutional trading.
Technical Expertise:
Strong knowledge of trading systems and platforms (NetX360, Bond Beacon, Bond Central, BondNav, etc.), with experience across multiple custodians.
TAMP Expertise:
Familiarity with model delivery, rebalancing, and execution within UMA and multi‑manager frameworks.
Analytical Strength:
Proven ability to evaluate markets, assess risk, and manage complex trade flows with precision.
Communication:
Exceptional written and verbal communication skills, capable of engaging effectively with advisors, managers, and internal stakeholders.
Team Orientation:
Collaborative mindset with the ability to influence, problem‑solve, and drive execution across functional lines.
Location:
Must be based in or willing to relocate to Scottsdale, AZ.
Status:
The company cannot sponsor a Visa.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Strategy/Planning, and Analyst
Industries
Financial Services, Investment Banking, and Investment Management
#J-18808-Ljbffr
Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs) provided pay range This range is provided by Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs). Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range $100,000.00/yr - $150,000.00/yr
Additional compensation types Annual Bonus
Direct message the job poster from Davis Talent Search (Payments, Wealth Management, Fintech, Crypto Jobs)
Managing Director of Recruiting Fintech/Payments/Crypto Role
Location
100% onsite in Scottsdale, AZ
(Relocation assistance is available)
Reports to
CEO
Employment Type
Full-Time, W2, Direct Hire
Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. PTO.
The Company
We are a leading Wealth Tech firm and Turnkey Asset Management Platform (TAMP), providing RIAs, broker‑dealers, and wealth management firms with an integrated, end‑to‑end technology and investment platform. Our offerings include institutional trading services, model portfolio delivery, SMAs, direct indexing, and alternative investments.
The Opportunity
We are seeking a Senior Trader or Portfolio Strategist to join our investment and trading team. This individual will oversee the execution of trades across fixed income, equities, ETFs, mutual funds, and options, supporting both internally managed portfolios and third‑party strategist models within our UMA and TAMP infrastructure.
In this hybrid role, you’ll serve as a bridge between advisors, asset managers, and operations—executing with precision, driving strategy implementation, and ensuring every model and mandate runs with institutional efficiency. You’ll work hand‑in‑hand with portfolio managers and strategists across the platform, ensuring their models are translated into accurate, timely execution for client accounts.
This position is ideal for a professional who thrives in a dynamic environment, is fluent in market structure and asset allocation, and is passionate about transforming how wealth enterprises deliver investment excellence at scale.
Responsibilities
Execution Excellence
– Execute trades across all major custodians, ensuring accuracy, timeliness, and best execution for advisor‑driven and third‑party‑managed strategies.
Manager Coordination
– Collaborate with external asset managers and strategists on portfolio implementation, model updates, and trading protocols across UMA and TAMP programs.
Portfolio Strategy & Structuring
– Support advisors with asset allocation, portfolio construction, and manager selection while maintaining alignment with investment policy guidelines.
Model Management
– Oversee the daily execution, rebalancing, and monitoring of model portfolios and unified managed accounts across multiple custodians and programs.
Operational Oversight
– Manage reconciliation, settlement, trade correction, and exception reporting to ensure integrity of data and performance tracking.
Market Analysis
– Evaluate trends, liquidity, and macroeconomic factors to inform trading and allocation decisions.
Risk & Compliance
– Maintain rigorous adherence to internal policies, compliance standards, and regulatory frameworks.
Platform Optimization
– Partner with technology, product, and operations teams to enhance workflow automation and advance our institutional trading capabilities.
Advisor & Manager Engagement
– Serve as a key point of contact for advisors and strategists, providing updates, education, and insights into platform execution and portfolio positioning.
Thought Leadership
– Contribute to firmwide investment communications, portfolio insights, and market commentary in partnership with the investment strategy team.
Qualifications, skills, and experience
Education, Licenses, & Designations:
Required - Bachelor’s degree in Finance, Economics, Accounting, or Business (MBA preferred).
Required - FINRA Series 7, 24, and 65/66.
Preferred: CFA, CIMA, CAIA
Experience:
Minimum 5+ years of trading, portfolio management, or TAMP‑related experience in wealth management, asset management, or institutional trading.
Technical Expertise:
Strong knowledge of trading systems and platforms (NetX360, Bond Beacon, Bond Central, BondNav, etc.), with experience across multiple custodians.
TAMP Expertise:
Familiarity with model delivery, rebalancing, and execution within UMA and multi‑manager frameworks.
Analytical Strength:
Proven ability to evaluate markets, assess risk, and manage complex trade flows with precision.
Communication:
Exceptional written and verbal communication skills, capable of engaging effectively with advisors, managers, and internal stakeholders.
Team Orientation:
Collaborative mindset with the ability to influence, problem‑solve, and drive execution across functional lines.
Location:
Must be based in or willing to relocate to Scottsdale, AZ.
Status:
The company cannot sponsor a Visa.
Seniority level
Mid‑Senior level
Employment type
Full‑time
Job function
Finance, Strategy/Planning, and Analyst
Industries
Financial Services, Investment Banking, and Investment Management
#J-18808-Ljbffr