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Outsourced Trader Jobs (NOW HIRING)

... trade groups and networking events * Listens for and identifies new opportunities with existing ... Experience working with outsourced and/or delivery center operations, preferred * Consultative or ...

Trading Specialist

Bozeman, MT · On-site +1

$63K - $78K/yr

The TAMP offering is for advisors who keep their own state- or SEC-registered investment advisory practices and outsource the trading and back office operations. The Corporate RIA offers a completely ...

... outsourced trading services. Experience in the prime brokerage space would also be helpful. This role is located in Pittsburgh PA, Lake Mary FL or New York NY. In this role, you'll make an impact in ...

The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy ...

The firm's core capabilities include global execution, portfolio, electronic and outsource trading, investment banking, prime brokerage, capital introduction, corporate access, research and strategy ...

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Outsourced Trader information

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$39.5K

$96.8K

$269.5K

How much do outsourced trader jobs pay per year?

As of Jun 10, 2026, the average yearly pay for outsourced trader in the United States is $96,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $56,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Outsourced Trader, and why are they important?

To thrive as an Outsourced Trader, you need a strong understanding of financial markets, trading strategies, and compliance regulations, often supported by a degree in finance, economics, or a related field. Proficiency in trading platforms (such as Bloomberg or Eikon), order management systems, and relevant certifications like CFA or FINRA licenses is typically required. Outstanding communication, analytical thinking, and the ability to perform under pressure are crucial soft skills for success in this role. These skills ensure accurate trade execution, risk management, and effective collaboration with clients and internal teams in a dynamic market environment.

What are outsourced traders?

Outsourced traders are professionals or firms that handle trading activities on behalf of investment managers, hedge funds, or asset managers who choose not to maintain in-house trading desks. They provide specialized trading services, execution expertise, and access to global markets without the need for internal resources. Outsourced trading can help firms reduce costs, improve efficiency, and gain access to advanced technologies and broader market reach. This approach is increasingly popular among smaller asset managers or those looking to focus on core investment strategies while delegating execution to experts.

How does an Outsourced Trader typically collaborate with internal portfolio managers and external brokers?

As an Outsourced Trader, you act as a vital link between asset management clients and the broader market. You are responsible for executing trades on behalf of clients while closely following their investment strategies and compliance requirements. Collaboration involves frequent communication with internal portfolio managers to understand their objectives and trading priorities, as well as coordinating with external brokers to secure the best execution and market access. Building strong relationships and maintaining transparency with all parties is key to ensuring seamless trade execution and optimal results for clients.
Infographic showing various Outsourced Trader job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 85% Physical, 7% Hybrid, and 8% Remote job distribution, with an average salary of $96,774 per year, or $46.5 per hour.
Trust Operations Outsourcing Specialist

Trust Operations Outsourcing Specialist

Infovisa, Inc.

Cornelius, NC • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 18 days ago


Job description

Position:  Trust Operations Outsourcing Specialist                                      Location:  Cornelius, NC

Type:  Full Time                                                                                                   FSLA Status:  Non-Exempt

Hours:  8:00 AM – 5:00 PM, Eastern                                                               Date Revised:  July 22, 2021

Company Overview:  Infovisa, Inc., an industry leader in trust and financial accounting software and services, has an opportunity for a Trust Operations Outsourcing Specialist in our subsidiary, Infovisa Wealth Services, LLC.  Infovisa Wealth Services provides back-office trust accounting services to banks and wealth management organizations who elect to outsource the operations function.  The ideal candidate should possess the willingness and ability to learn multiple job functions to acquire the skills necessary to work independently with minimal assistance.  This individual should have a strong work ethic, be accountable and desire to produce and deliver quality performance contributing to the success of the company.

Position Summary:  The Trust Operations Outsourcing Specialist performs critical securities related functions for banks that are outsourced by Infovisa Wealth Services.  Individuals in this position will confirm and settle trades daily, post income to accounts, process corporate action elections and announcements, as well as other related functions.

Essential Functions

  • Monitor and process trades for all security types according to client instructions and custody vendor reports.
  • Accurately post income to trust accounts when notified by custody vendor that money has been received.
  • Perform reconciliations, on various frequencies, of client cash and securities custodial accounts.
  • Setup and maintain securities on the MAUI trust accounting system.
  • Assist in developing and updating procedures to ensure accuracy, usability and efficiency.
  • Provide timely and accurate information to banks that are outsourced.
  • Post recurring cash transactions as instructed by the outsourced bank.
  • Communicate wire and settlement amounts to the outsourced bank.
  • Download, import and export data to various third parties on behalf of the outsourced bank.
  • Monitor securities for pricing exceptions and communicate as needed to the outsourced bank.
  • Prepare fee-related reports to the outsourced bank and update fees as instructed.
  • Maintain and build reports within the MAUI trust accounting system for use by staff of Infovisa Wealth Services and the outsourced banks.
  • Meet SLA requirements for all tasks for multiple outsourced banks.
  • Assist in training of new staff of Infovisa Wealth Services and the outsourced banks.
  • Cross-train and provide backup on all duties of the company.
  • Additional duties as assigned.
  • Other duties as assigned.

Preferred Talents / Skills

  • Ability to resolve complex issues.
  • Able to communicate in all forms effectively and appropriately to all levels within and outside the company.
  • Strong team player.
  • Ability to work independently with minimal oversight.
  • Client service focused.
  • Flexible and adaptive to change.
  • Proficient with Microsoft Office tools and PC’s in general.
  • Prior experience using Infovisa’s software solutions.
  • Ability to prioritize and manage competing events as part of the daily volume of work.
  • Accurate, detailed oriented and deadline driven.

Qualifications / Education

  • CSOP designation preferred.
  • At least 3 years of trust operations or securities operations experience.
  • Four-year college degree with emphasis in business curriculum preferred or equivalent job experience.
  • Regular, reliable attendance is an essential function of this position. Overtime may be required periodically.

Benefits Include

  • Medical, dental and vision
  • HAS
  • 401(k) participation
  • PTO

Infovisa Wealth Services, LLC. is an Equal Opportunity Employer. We welcome all qualified candidates who can legally work in the United States.  We are not able to sponsor applicants who require work visas.

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