Senior Trader (SMA/UMA)

Location: United States (Remote)

Salary: $100,000–$115,000 USD per year

Company

hirify.global provides technology and services for advisory and asset management operations, supporting enterprise clients, sponsors, and wealth management platforms.

What you will do

• Implement trades for proprietary and third-party manager models across SMA, MSP, and Model Only/UMA programs.
• Generate block trade orders for client model changes and process account maintenance requests, including new accounts, cash flows, terminations, and tax harvesting.
• Route trade orders for execution and communicate model changes to Model Only/UMA sponsors within client SLAs and trade-order rotation requirements.
• Perform trading services to support connectivity between hirify.global and client sponsors.
• Manage trade orders, review executions, reconcile trades, and maintain controls across hirify.global and enterprise client platforms.
• Identify opportunities to improve trading processes and operational efficiency.

Requirements

• Bachelor’s degree in a related field.
• At least 3 years of experience in the Separately Managed Account, Unified Managed Account, or wealth management industry.
• Strong analytical skills and proficiency in Microsoft Office.
• Highly organized, detail-oriented, self-motivated, and able to work effectively in a team environment.
• Must be based in the United States.

Nice to have

• Working knowledge of hirify.global, CG Trade Connect, InvestCloud, Fiserv MMS, or Envestnet Manager Portal.
• Knowledge of tax overlay and direct indexing.

Culture & Benefits

• Remote work arrangement for the United States.
• Equal opportunity and inclusive work environment.
• Company-paid medical premiums covering 90% of costs.
• Competitive time-off program.
• Additional variable compensation may be available based on eligibility.