Portfolio and Trading Specialist

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🔥 3 minutes ago

🤠 Texas – Remote

🤠 Texas – Remote

💵 $90k - $120k / year

⏰ Full Time

🟠 Senior

🔴 Lead

👻 Ghost score 0%

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Windward Recruiting

WebsiteLinkedInAll Job Openings

1 - 10 employees

Founded 2017

💼 Consulting

⚖️ Legal

🎯 Recruiter

Consulting • Legal • Recruitment

Windward Recruiting is a premier recruitment agency specializing in executive search and recruitment within the wealth management and financial services sectors. With over 45 years of combined experience, Windward Recruiting is dedicated to connecting organizations with exceptional talent, ensuring successful placements that promote growth. The company emphasizes the building of long-term relationships with clients and employs a rigorous candidate screening process to identify the best fits for high-level positions.

📋 Description

• Own implementation of investment strategies for households with significant taxable assets, concentrated and legacy positions, embedded gains, trusts, executive compensation, and customized Investment Policy Statement requirements • Build and execute household implementation strategies from transition through ongoing management at the individual tax lot level • Review portfolio monitoring exceptions and opportunities and apply judgment to household-specific circumstances • Develop written, multi-year diversification plans for concentrated and low-basis positions within each client’s capital gains budget, paired with loss harvesting • Perform systematic tax-loss harvesting with household-wide wash sale tracking • Conduct tax-aware rebalancing within defined bands and asset location across taxable, tax-deferred, and Roth accounts • Prepare tax-aware transition plans before assets move • Implement plans for business sales, inheritances, retirement income, and large withdrawals • Review and reconcile trade tickets across the firm’s accounts • Document and escalate errors and coordinate with providers • Prepare implementation strategy documents and plain-language education support for qualifying households • Provide proactive advisor briefings on milestones, risks, and opportunities • Maintain procedures, household logs, and implementation records • Manage daily reconciliation deadlines and prioritize work under volume spikes • Report to the Financial Planning Manager, with investment oversight from the Investment Committee

🎯 Requirements

• Seven to ten years in portfolio implementation, trading, or investment operations at a registered investment advisor, wealth manager, trust company, or asset manager • Hands-on experience with rebalancing and trading platforms (Orion Eclipse, Tamarac, iRebal, or similar) and major custodial platforms • Schwab and Fidelity strongly preferred • Working fluency in tax lot accounting, wash sale rules, capital gains management, and tax-aware trading mechanics • A bachelor’s degree in finance, economics, accounting, or a related field • Documented-process mindset prioritizing accuracy, fairness, and efficiency over speed • Discipline to escalate rather than improvise • Series 65 or investment adviser representative registration • CFA, CIMA, or CFP not required but encouraged to apply • Experience hedging concentrated positions with covered calls, protective puts, or collars is valued • Employment subject to the firm’s Code of Ethics, personal trading pre-clearance, outside business activity disclosure, and a background check

🏖️ Benefits

• Quarterly bonus plan tied to implementation quality and firm performance • Firm pays 75 percent of health care cost for the employee • 401(k) with company match • Twenty days of paid time off • Additional firm holidays • Cross-trained backup coverage • Permanently remote position

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