Trader

🕒 July 10

🌵 Arizona, Iowa, +3 more states – Remote

🌵 Arizona – Remote 🌾 Iowa – Remote 🌪️ Kansas – Remote 🚗 Michigan – Remote ❄️ Minnesota – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

✨ Trader

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Signal Advisors

WebsiteLinkedInAll Job Openings

51 - 200 employees

💼 Consulting

📣 Marketing

💳 Fintech

Consulting • Marketing • Fintech

Signal Advisors is a venture-backed, Detroit startup that helps independent financial advisors grow their business through technology, financing, coaching, marketing, and more. As the fastest-growing annuity distributor in the country since 2020, Signal is focused on reinventing the Insurance Marketing Organization (IMO) to make advisors' lives easier. The company combines world-class software development with expert analysis to navigate complex insurance strategies.

📋 Description

• Execute complex trades across various asset classes, ensuring precision and accuracy, efficiency, and best execution quality in a high-volume environment. • Invest and manage on an ongoing basis client accounts into advanced investment strategies across multiple custodial platforms. • Proactively identify and mitigate trading risks, meticulously monitoring trade settlement, and resolving any trade discrepancies or errors with urgency. • Ensure strict adherence to all regulatory requirements and firm policies, contributing to the development and implementation of best practices in compliance. • Collaborate extensively with the trading team, taking initiative in standardizing trading procedures, optimizing workflows, and ensuring comprehensive trading coverage. • Provide an unparalleled level of service for Advisors and their offices, acting as a primary point of contact for inquiries related to trades, cashiering, and portfolio performance, while proactively addressing any potential concerns. • Contribute to the continuous improvement of trading operations, including the evaluation and integration of new technologies and methodologies.

🎯 Requirements

• 5+ years of trading experience at a TAMP (Turnkey Asset Management Program) or RIA (Registered Investment Advisor) in the wealth management industry, demonstrating a strong track record of success. • Series 65 / 66 or other industry designations are strongly preferred, or ability to obtain within 90 days of hire. • Strong working knowledge of major custodians like Charles Schwab and Fidelity. • Extensive trading experience across a broad range of asset classes, including equities, ETFs, mutual funds, fixed-income, and structured notes. • Proven expertise trading sleeves (UMAs) in a Trade Order Management system to implement complex investment strategies. • Demonstrated ability to quickly learn and adapt to new technologies, with a passion for process improvement and efficiency gains. • Experience trading within Orion’s Eclipse is strongly preferred. • Comprehensive understanding of compliance and risk management principles within a trading context.

🏖️ Benefits

• Medical, vision, and dental coverage • FSA or HSA-eligible health plans • 3% 401k company contribution with no vesting period • Paid parental leave for all parents • Learning & Development stipend • Wellness Programs • Flexible vacation policy • Dedicated sick days • 10 company-wide holidays • $500 for your home office setup • Flexible, hybrid working environment • Annual all-company retreat • Competitive equity package based on on role and level