We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will: * Manages equity income portfolios for high net worth ...
Senior Trading Specialist
Chicago, IL · On-site
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Senior Trading Specialist
Chicago, IL · On-site
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Trading Specialist - RIA
Leawood, KS · Hybrid
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialist - RIA
Leawood, KS · Hybrid
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialist - RIA
Leawood, KS · On-site
$53K - $78K/yr
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialist - RIA
Leawood, KS · On-site
$53K - $78K/yr
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialist - RIA
Leawood, KS · Hybrid
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialist - RIA
Leawood, KS · Hybrid
We are seeking an experienced Trading Specialist RIA to deliver exceptional trading solutions to our clients. You will play a pivotal role in executing and managing financial transactions across a ...
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Programmatic Trading Specialist
New York, NY · On-site
$100K - $125K/yr
The programmatic trading specialist is part of the Advertiser Solutions team, taking responsibility for advertisers' campaigns in the Activate platform. Activate is an end to end solution that puts ...
Programmatic Trading Specialist
New York, NY · On-site
$100K - $125K/yr
The programmatic trading specialist is part of the Advertiser Solutions team, taking responsibility for advertisers' campaigns in the Activate platform. Activate is an end to end solution that puts ...
Investment Trading Specialist
$70K - $95K/yr
DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In this role, you'll execute investment trades, support portfolio implementation, and help ensure an ...
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Investment Trading Specialist
$70K - $95K/yr
DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In this role, you'll execute investment trades, support portfolio implementation, and help ensure an ...
Trade Specialist
Los Angeles, CA · On-site
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
Trade Specialist
Los Angeles, CA · On-site
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
Senior Trading Specialist
Chicago, IL · On-site
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
Senior Trading Specialist
Chicago, IL · On-site
Trading Specialists should eventually be viewed as a consultants to clients who are aiming to drive the strongest performance possible. What you'll do: * Collaborate with both Account Managers and ...
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
Investment Trading Specialist
$70K - $95K/yr
DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In this role, you'll execute investment trades, support portfolio implementation, and help ensure an ...
Investment Trading Specialist
$70K - $95K/yr
DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In this role, you'll execute investment trades, support portfolio implementation, and help ensure an ...
Trade Specialist
Jacksonville, FL · On-site
$21.25/hr
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
Trade Specialist
Jacksonville, FL · On-site
$21.25/hr
The Trade Specialist serves as a critical liaison between the centralized trade organization, client-facing sales teams, and internal shared services. This role provides analytical, systems, and ...
Trading Specialist II
Tempe, AZ · On-site
Kestra Financial is seeking a dynamic and motivated Trading Specialist II to join our Trading Operations team. In this role, you will be responsible for assisting our Financial Professionals by ...
Trading Specialist II
Tempe, AZ · On-site
Kestra Financial is seeking a dynamic and motivated Trading Specialist II to join our Trading Operations team. In this role, you will be responsible for assisting our Financial Professionals by ...
Resource Dispatch and Trading Trainee, Specialist I, Specialist II or Senior
Westminster, CO · On-site
$109K - $139K/yr
Resource Dispatch and Trading Trainee, job grade 7; Resource Dispatch and Trading Specialist I, job grade 8; Resource Dispatch and Trading Specialist II, job grade 9 or Senior Resource Dispatch and ...
Resource Dispatch and Trading Trainee, Specialist I, Specialist II or Senior
Westminster, CO · On-site
$109K - $139K/yr
Resource Dispatch and Trading Trainee, job grade 7; Resource Dispatch and Trading Specialist I, job grade 8; Resource Dispatch and Trading Specialist II, job grade 9 or Senior Resource Dispatch and ...
Trading Specialist information
See salary details
$32.5K - $38.8K
14% of jobs
$38.8K - $45K
9% of jobs
$47.2K is the 25th percentile. Wages below this are outliers.
$45K - $51.3K
5% of jobs
$51.3K - $57.6K
3% of jobs
$57.6K - $63.9K
7% of jobs
The median wage is $68K / yr.
$63.9K - $70.1K
17% of jobs
$70.1K - $76.4K
6% of jobs
$82.3K is the 75th percentile. Wages above this are outliers.
$76.4K - $82.7K
14% of jobs
$82.7K - $89K
5% of jobs
$89K - $95.2K
3% of jobs
$95.2K - $101.5K
16% of jobs
$32.5K
$73.4K
$101.5K
How much do trading specialist jobs pay per year?
How do trading specialists typically collaborate with other teams within a financial institution?
What are the key skills and qualifications needed to thrive as a trading specialist?
What is the difference between Trading Specialist vs Trading Analyst?
| Aspect | Trading Specialist | Trading Analyst |
|---|---|---|
| Required Credentials | Typically requires finance or related certifications, such as CFA or Series 7 | Often requires similar certifications, with a focus on data analysis and financial modeling |
| Work Environment | Usually works in trading floors, financial institutions, or investment firms | Works in research departments, investment firms, or financial services companies |
| Employer & Industry Usage | Commonly employed by banks, hedge funds, and trading firms | Found in asset management firms, investment banks, and financial consultancies |
| Search & Comparison Intent | People compare to understand roles in trading operations and client management | People compare to analyze market trends and investment strategies |
While both roles involve financial markets, a Trading Specialist focuses on executing trades and managing client portfolios, whereas a Trading Analyst emphasizes market research and data analysis to inform trading decisions.
What does a trading specialist do?
A trading specialist manages a company’s stock portfolio and handles transactions involving that company’s assets. You keep close tabs on stock market fluctuations and trends and make recommendations on perceived opportunities. Your responsibilities include reviewing financial statements and drafting reports on the financial health of your employer, competitors, and partner organizations. It can be stressful work, requiring quick judgments based on volatile market conditions, for which you bear significant responsibility. Some travel may be required.

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 12 days ago
Job description
Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.
With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.
Enterprise Wealth Management (EWM) is dynamic and evolving business line under the Zions' umbrella that is experiencing significant growth and innovation. EWM offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.
We are currently looking for a Portfolio Trading Specialist in office in our downtown Salt Lake City, UT location. The ideal candidate will:
- Manages equity income portfolios for high net worth clients. Portfolios will be invested in a broad range of investment grade instruments under a variety of client mandates.
- Identifies relative value trading opportunities within the market and amongst issuers; executes buy and sell orders as required and/or directed by clients; monitors client portfolios; meets with clients and their relationship managers as needed to identify and recommend hedging and overlay strategies.
- Works closely with other portfolio managers and investment team members.
- The Sr Specialist may supervise less experienced specialists.
- Other duties as assigned.
Qualifications:
- Requires a Bachelor's and 4+ years experience with equity income portfolios, investment products, or other directly related experience.
- Series 7 and 63, 65, or 66 preferred. A combination of education and experience may meet requirements.
- Extensive knowledge of fixed income investment and of investment products, services and terminology.
- Excellent attention to detail, an exceptionally high degree of initiative and adaptability, and the ability to multi-task.
- The ability to work independently as well as in a team environment.
- The ability to perform a wide variety of complex and confidential tasks with speed and accuracy.
- Strong analytical skills are needed in order to solve operational problems.
- Must be able to exercise independent judgment.
- Excellent communication (verbal and writing) skills.
- Strong knowledge of Excel, PowerPoint, Word and MS Outlook.
Benefits:
- Medical, Dental and Vision Insurance - START DAY ONE!
- Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
- Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
- Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays
- 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
- Mental health benefits including coaching and therapy sessions
- Tuition Reimbursement for qualifying employees
- Employee Ambassador preferred banking products