This is a fully remote position. We're looking for someone available Monday-Friday from 6:30am-1:30pm pacific (9:30am-4:30pm eastern).

In the spirit of pay transparency, we are excited to share the base salary range for this position is $100,000.00 to $130,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary team bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one.

Primary Job Functions

Trading & Account Management

• Complete trade requests, required minimum distributions (RMDs), withdrawals, and investment of new funds
• Process client model change requests by generating the across-the-board block trade orders required to affect the model changes
• Perform tax loss harvesting
• Maintain cash balances in client account
• Execute trades according to portfolio manager directives and in accordance with the firm’s best execution policies
• Coordinate between custodians, customer service team, and financial advisors

Reporting & Analysis

• Generate daily performance sheets
• Complete quarterly best execution report
• Create trade sheets for new and cash-added accounts
• Assist in quarterly performance presentation

Portfolio Maintenance

• Implement strategic portfolio adjustments in collaboration with portfolio managers and analysts
• Ensure security weightings align with model allocations
• Utilize pricing methodology for block trades

Team Support

• Ability to work collaboratively in a team environment

Education/Qualifications

• Series 65 license or Series 7 & Series 63 strongly preferred
• Bachelor’s degree preferred in finance, business, economics, or a related field (or equivalent as demonstrated through one or a combination of the following: work experience, training, military experience, and/or education)
• 3 + years of related work experience in the asset management or financial services industry
• Must have experience as a Trader or Trading Assistant for equity, mutual funds, and ETFs
• Moderate understanding of the securities market and trading fundamentals required
• Preferred software proficiency: Orion, Eclipse, Bloomberg, Salesforce. Microsoft Excel and Microsoft Office Suite
• Experience with Schwab and Fidelity’s trading platforms preferred
• Strong analytical and quantitative skills with keen attention to detail
• Excellent written and verbal communication skills, with the ability to present complex information in a clear and concise manner
• Strong work ethic, self-motivation, and a proactive approach to problem-solving
• Commitment to high standards of ethical behavior and trustworthiness
• Strong attention to detail and accuracy
• Ability to work collaboratively with portfolio managers and analysts
• Excellent organizational and time management skills
• Strong communication skills to effectively coordinate with team members
• AI literacy expectations:
  • Demonstrated ability to effectively use AI tools and technologies in daily work tasks
  • Requirements include understanding how to craft effective prompts, evaluate AI-generated content for accuracy and appropriateness, and integrate AI tools to enhance productivity while maintaining quality standards
  • Comfort with learning new AI applications and understanding their appropriate use cases and limitations
  • As AI technology evolves, continued learning and adaptation to new AI tools and methodologies will be expected

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $57,750.00 to $126,900.00. However, the base salary range bolded above ($100,000.00 to $130,000.00) is what we expect to pay as a starting range for this position.

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Comprehensive Benefits Offerings

Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:

• Training and professional development

• Medical, dental and vision coverage (Available to full-time employees and their families)

• Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses

• Life and AD&D insurance – employer paid and voluntary options

• Short-term and long-term disability, workers compensation – employer paid

• 401k with match and profit sharing

• Wellness programs and resources

• Voluntary benefits, including pet insurance

• 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)

• 12 paid holidays each year (10 pre-determined and 2 floating days)

• Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)

• Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)