This role is responsible for the accurate and timely execution of trades and the end-to-end processing of cash needs requests. The analyst ensures the integrity of the firm's trading platform and proactively monitors portfolios to maintain alignment with investment models. . In addition to trading duties, this position is responsible for funds processing functions-activities required to move money in and out of accounts. This includes processing ...
Company. Symmetry Partners. Location. Southeast, West Coast, Texas. About Symmetry Partners. Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, c...
Company. Symmetry Partners. Location. Glastonbury, CT. About Symmetry Partners. Founded in 1984, Symmetry Partners is a registered investment advisor committed to empowering independent financial advisors through evidence-based investment solutions and exceptional client service. We provide advisors with the tools, resources, and expertise they need to help their clients achieve financial success. Our culture is built on integrity, collaboration,...
The Director of Operations is a full-time, salary-exempt position responsible for leading and managing the firm’s operational functions supporting its advisor platform (Axiom) including trading, raising cash and account services. This role ensures seamless execution of trades, efficient cash movement, and exceptional client service delivery. The ideal candidate will bring deep operational expertise, strong leadership skills, and continuous improv...
