Trader-TSC

About this Opportunity:
As a Trader- TSC, you will execute all day-to-day trading functions for advisors, clients and SMA Money Managers. The role is focused on trading equities, ETFs and mutual funds based on requests that we receive from advisors, clients and SMA Money Managers. The role involves a teamwork approach and close coordination with advisor service teams to provide industry-leading service with quality risk management controls. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.

In this role, you'll get to:

• Gain knowledge of how each class of assets is properly sold or purchased

• Set and build accounts in Portfolio Audit (desired model allocation, fees, notes)

• Sort through existing assets to be liquidated and those that must be excluded from trading, buy the required assets to line-up the account with its targeted model allocation

• Identify anomaly management instances in the received instructions and make the proper notes to successfully manage the account and avoid trade errors

• Correctly identify all inconsistencies in instructions received and effectively communicate and resolve these issues with the advisor in a timely fashion

• Execute updated exhibits for accounts under ongoing management and understand the demanded changes

• Respond to questions about an account status and its current instructions regarding its management at the trade desk level

• Execute trade orders from the advisor applies to cash management, deploying cash properly, raising cash effectively

• Block trades; execution of trade signals received from money managers. Ability to trade large numbers of accounts simultaneously

• Communicate effectively to properly understand urgent verbal trade instructions from advisors, execute such trades accurately and properly documenting events

• Audit accounts for anomalies and address them in a timely fashion

We're looking for talent who:

• Has minimum of high school diploma and prefer Bachelors / Graduate degree

• Has Series 65 License is strongly recommended

• Obtain Orion Industry Certification

• Minimum of 1-3 years trading experience

• Has experience with financial portfolio management software

• Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization

Salary Range:

The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parentalleave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.

About Us

At Orion, we achieve our best work when we support one another, staying personally accountable to each other and the clients we serve. We create a welcoming environment where everyone is respected, valued, and heard. Our commitment to create raving fans ensures we consistently exceed client expectations. Thinking differently is in our DNAwe innovate always, push boundaries, and reject the status quo to deliver transformative outcomes. Together, we support one another and see it through to success, driving our collective achievements and those of our clients.