Sovereign Financial Group, Inc. is an SEC Registered Investment Advisor firm (RIA) with offices mainly in the Northeast. We have recently enjoyed significant growth and now look to bring on an experienced Trader / Operations Specialists.
*** Must have a minimum of 2 years experience using the Orion / Eclipse trading system.
*** This position can be 100% remote, or, you can work out of our offices in Stamford, CT.
Portfolio Trader / Operations Specialists
Further develop / Implement our firmwide trading / model management / rebalancing systems using Orion / Eclipse.
Liaison directly with our Financial Advisors to help them implement their various trading / model strategies.
Review daily activity and reconcile current client activity, fund transfers and previous day’s activity to ensure accuracy.
Other responsibilities as may be assigned.
Job Type: Full-time
Pay: $75,000.00 - $100,000.00 per year
Benefits: Health Insurance, Dental, Vision, 401k, Paid Vacation and Holidays.
5 years work experience at an RIA or Broker Dealer.
2 years working specifically with the Orion / Eclipse trading systems.
The ability to accomplish a variety of tasks in an efficient, organized manner
Extreme attention to detail and the ability to work independently.
College Degree: BA/BS degree preferred.
Proficiency with: Salesforce, eMoney and Hidden Levers.
Experience with administrating 401Ks.
Series 65. (We are willing to sponsor the right candidate).
Telecommuting is allowed.
Additional Salary Information: Benefits: Health Insurance, Dental, Vision, 401k, Paid Vacation and Holidays.
Internal Number: 20210715
About Sovereign Financial Group, Inc.
Sovereign Financial Group, Inc. is an SEC Registered Investment Advisor firm (RIA) with offices mainly in the Northeast. We have recently enjoyed significant growth and now look to bring on an experienced Portfolio Trader / Operations Specialist.
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