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trading software series 65 fidelity orion eclipse schwab📋 Description
- Manage daily portfolio activities including cash reviews and drift analysis
- Execute cash raises, rebalances, and trades with Eclipse and custodians
- Process advisor tasks via internal dashboard; same-day execution per SLA
- Leverage Orion Eclipse trading software to support daily operations and client portfolios
- Implement new SWIM accounts and execute rebalances for advisors
- Support bulk implementations to accelerate SWIM adoption
🎯 Requirements
- 2+ years of wealth management, trading, or investment operations
- 2+ years trading client portfolios using portfolio management software
- Strong understanding of the wealth management industry and collaborating with advisors
- Proven ability to take ownership of tasks and execute with efficiency and accuracy
- Working knowledge of Orion Eclipse (or similar portfolio management system), Schwab, and Fidelity
- Current Series 65 license or willingness to obtain within 2 months
🎁 Benefits
- Competitive salary and equity package
- Unlimited PTO + paid company holidays
- Medical, dental, and vision plans
- 401(k), Commuter, and HSA/FSA plans
- NYC office in the heart of Manhattan
- Lunch and snacks provided in the office
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