Robert Half is partnering with an Asset Management firm on an Execution Trader opening. This role is responsible for the timely and accurate execution of equity, fixed income, and ETF trades across client portfolios. The Execution Trader will work closely with portfolio managers, advisors, and custodians to ensure best execution practices, compliance with firm guidelines, and operational efficiency.
This is a hands-on trading role within a collaborative, client-focused wealth management environment.

Execute trades across equities, ETFs, fixed income, and mutual funds on behalf of portfolio managers and advisors
Monitor markets, trading platforms, and order flow to ensure timely execution and alignment with client objectives
Maintain compliance with trading policies, regulations (e.g., best execution, trade rotation), and internal controls
Communicate trade activity with custodians, brokers, and internal operations teams
Assist in portfolio rebalancing and implementation of investment models or strategies
Maintain accurate trade blotters and ensure timely settlement and reconciliation of trades
Contribute to continuous improvement of trading processes, systems, and workflows
Support reporting and performance attribution efforts as needed
Stay current on market trends, economic news, and trading technology tools
Bachelor’s degree in Finance, Economics, Accounting, Engineering, or a related discipline
2+ years of experience in trading or investment operations, preferably in an RIA, wealth management, or asset management firm
Proficiency with trading platforms (e.g., Schwab Advisor Center, Fidelity Wealthscape, Bloomberg, or similar)
Strong knowledge of investment products, including equities, fixed income, mutual funds, and ETFs
Excellent attention to detail, organizational skills, and ability to operate under pressure
High level of integrity and commitment to fiduciary standards and best execution
Effective communication and interpersonal skills
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