Trader
| Company | Aprio |
|---|---|
| Location | Atlanta, GA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | |
| Experience Level | Senior |
Requirements
- CFA charter holder required
- 5+ years of trading experience within an RIA
- At least 5 years of hands-on experience with the Orion trading platform, including Eclipse
- Extensive knowledge and operational experience with both Fidelity and Schwab custodial platforms
- Proven success in scaling trading operations in a high-growth environment
- Strong background in deploying technology and automation to improve trading efficiency
- Experience in M&A integration, particularly aligning trading functions post-merger
- Expertise in developing tax-efficient trading strategies
Responsibilities
- Scale trading operations to support the firm’s plan of growing AUM 7-fold over 5 years
- Manage and mentor high-performing traders, ensuring efficiency, accuracy, and alignment with client objectives
- Develop and implement trading workflows that reduce errors, rework, and wasted time
- Leverage expertise in the Orion platform, particularly Eclipse, to optimize trading processes and workflows
- Evaluate, select, and implement cutting-edge trading platforms and tools to support scalable, efficient operations
- Introduce AI into trading operations and workflows
- Seamlessly integrate trading system, portfolio management system and CRM platforms to create end-to-end solutions
- Drive the adoption of automation and technology to reduce manual tasks and enhance accuracy
- Design and implement standardized, repeatable trading processes to support scalability and consistency
- Identify inefficiencies and implement process improvements to optimize resource utilization and team capacity
- Establish KPIs and operational benchmarks to measure performance and track progress
- Lead trading operations integration for newly acquired RIAs and advisor practices
- Evaluate trading system and operations pre-merger
- Ensure trading workflows are standardized and aligned post-merger
- Collaborate with wealth advisors and the investment team to develop tax-efficient trading strategies that minimize client tax implications
- Partner with compliance to ensure adherence to all regulatory requirements and trading best practices
- Implement controls to mitigate operational risks, including trade errors and execution delays
Preferred Qualifications
-
No preferred qualifications provided.