<p><span data-contrast="auto">Vestmark Advisory Solutions (VAS) is expanding its advisory and asset management services and has an opening for an experienced individual in the retail SMA order generation and trade execution arena. The VAS Trader is primarily responsible for implementing trades to Manager Models. The models are proprietary and 3rd party. This position supports SMA, MSP, and Model Only/UMA sponsors and managers and maintaining the underlying accounts. In addition, this role handles trade order management, pre- and post-trade servicing, and ensuring trades are submitted and executed.</span> </p><p><br><strong><span data-contrast="auto">Responsibilities:</span></strong><span data-ccp-props="{}"> </span></p><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Proactively identify opportunities for improvements in trading process and efficiency</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Process client model change requests by generating the across-the-board (ATB) block trade orders required to affect the model changes, within the client sponsor, while performing all related controls to mitigate risk.</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Process maintenance requests (new accounts, cash flows, terminations, tax harvests, etc.) by rebalancing accounts as instructed and routing the resulting trade orders for execution, within the client sponsor, while performing all related controls to mitigate risk.</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Communicate client model changes to Model Only/UMA sponsors in accordance with the ATB trade order rotation, within client SLAs, while performing all related controls to mitigate risk.</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="5" data-aria-level="1"><span data-contrast="auto">Perform Trading Services on behalf of Clients to assist connectivity between Vestmark and Sponsors.</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="4" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="6" data-aria-level="1"><span data-contrast="auto">Responsible for all aspects of trade operations including trade order management, execution review and reconciliation on trades generated by the portfolio management team across Vestmark and its enterprise clients’ platforms.</span><span data-ccp-props="{}"> </span></li></ul><p><strong><span data-contrast="auto">Required Qualifications:</span></strong><span data-ccp-props="{}"> </span></p><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Bachelor’s degree in a related field</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">1-3+ years of experience in the Separately Managed Account (SMA), Unified Managed Account (UMA) or wealth management industry</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="3" data-aria-level="1"><span data-contrast="auto">Strong analytical skills and proficiency in Microsoft Office</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="5" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="4" data-aria-level="1"><span data-contrast="auto">Must be highly organized with strong attention to detail, self-motivated, good work ethics, and work effectively in a team environment.</span><span data-ccp-props="{}"> </span></li></ul><p><strong><span data-contrast="auto">Preferred Qualifications:</span></strong><span data-ccp-props="{}"> </span></p><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="1" data-aria-level="1"><span data-contrast="auto">Working knowledge of the Vestmark, CG Trade Connect, InvestCloud (formerly Fiserv APL), Fiserv MMS, Envestnet Manager Portal (EMP).</span><span data-ccp-props="{}"> </span></li></ul><ul><li data-leveltext="ï‚·" data-font="Symbol" data-listid="6" data-list-defn-props="{"335552541":1,"335559685":720,"335559991":360,"469769226":"Symbol","469769242":[8226],"469777803":"left","469777804":"ï‚·","469777815":"multilevel"}" data-aria-posinset="2" data-aria-level="1"><span data-contrast="auto">Knowledge of tax overlay and direct indexing would be preferred.</span><span data-ccp-props="{}"> </span></li></ul><p><em>Vestmark is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Vestmark prohibits employment discrimination on the basis of race, color, religion, gender identity, sex, sexual orientation, pregnancy, national origin, age, disability status, protected military or veteran status, and genetic information. #LI-TG1 #LI-Remote</em></p><p> </p><div class="content-pay-transparency"><div class="pay-input"><div class="description"><p></p><p>Vestmark takes a market-based approach to compensation to ensure we pay fairly and competitively. Compensation for this role depends on several factors such as skills, experience, qualifications, job scope and location.</p><p>In addition to base salary, Vestmark offers a comprehensive total rewards package, which includes equity-based grants for all new hires, company-paid medical premiums of 90%, a competitive time-off program, and other variable compensation, if eligible.</p><p></p></div><div class="title">Salary range</div><div class="pay-range"><span>$75,000</span><span class="divider">—</span><span>$90,000 USD</span></div></div></div>