Trader

At Integrated Financial Partners, we’re transforming lives through personalized wealth management. As a fast-growing, client-centric firm, we deliver exceptional financial solutions with passion and precision. Join our dynamic team and seize the opportunity to build a rewarding career in wealth management, where your dedication will shape a brighter future for our clients and yourself.

The Opportunity

We are seeking a Trader to join our Investment Team and play a key role in supporting portfolio implementation, trade execution, and investment operations. This position is ideal for a motivated, detail-oriented professional who thrives in a fast-paced environment and takes pride in delivering accurate, timely, and efficient results. The right candidate will bring strong ownership, sound judgment, and a passion for helping ensure client portfolios are managed with care and precision.

What You’ll Do

• Trade Execution: Enter, monitor, and execute trades across client accounts in alignment with investment policy, model changes, cash flows, and portfolio objectives.
• Portfolio Support: Assist with portfolio rebalancing, transition management, and implementation of investment decisions made by the portfolio management team.
• Investment Operations: Coordinate with custodians, advisors, custodial trading platforms, and internal operations teams to ensure smooth processing and settlement.
• Accuracy and Oversight: Review orders, allocations, and confirmations to help ensure accuracy, compliance with firm procedures, and best execution practices.
• Cash and Holdings Management: Monitor cash needs, corporate actions, restrictions, and account-level issues that may affect trading or portfolio construction.
• Reporting and Reconciliation: Support trade blotter maintenance, reconciliation of exceptions, and documentation of trade activity and operational issues.
• Process Improvement: Contribute ideas and support enhancements to trading workflows, technology, and controls to improve efficiency and scalability.
• Team Collaboration: Work closely with portfolio managers, advisors, compliance, and operations to deliver a seamless investment experience.

Who You Are

• Driven & Accountable: You take ownership of your work and thrive in a role where precision matters.
• Detail-Oriented: You are highly accurate and organized, with a strong focus on follow-through.
• Analytical & Curious: You enjoy solving problems, identifying exceptions, and understanding how investment decisions are implemented.
• Collaborative: You communicate clearly and work well across teams in a dynamic environment.
• Fast-Learning & Adaptable: You embrace change, technology, and new processes with energy and professionalism.

Qualifications

• Bachelor’s degree in finance, economics, business, or a related field preferred.
• 2 years of experience in trading, investment operations, portfolio implementation, or a related financial services role preferred.
• Familiarity with custodial platforms, order management systems, portfolio accounting systems, and rebalancing tools a plus.
• Our current trading technology includes: Wealthscape, ClientWorks, Schwab Advisor Center, Orion / Eclipse.
• Strong Excel skills and comfort working with data and systems.
• Knowledge of RIA operations, SEC compliance considerations, and trade processing preferred.

Why Join Us?

• Meaningful Impact: Help ensure client portfolios are implemented with care, discipline, and precision.
• Professional Growth: Expand your expertise in trading, investment operations, and portfolio management.