$115 - $130/hr
The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr
New
Focus Partners Wealth
60 Focus Partners Wealth Jobs Hiring Near You
$115 - $130/hr
The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr
New
SMA & ETF Trading Associate - Options Strategies
Stamford, CT · On-site
$115 - $130/hr
The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr
New
SMA & ETF Trading Associate - Options Strategies
Stamford, CT · On-site
$115 - $130/hr
The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr
New
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
Quick apply
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
Focus on net new asset acquisition and relationship deepening while the firm provides the ... Thorndale Partners, LLC Your trusted talent acquisition partner working to provide a premium ...
Focus on net new asset acquisition and relationship deepening while the firm provides the ... Thorndale Partners, LLC Your trusted talent acquisition partner working to provide a premium ...
Managing Director, Advisory Leadership Team
Menlo Park, CA · On-site
$275 - $350/hr
About Focus Partners Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a ...
New
Managing Director, Advisory Leadership Team
Menlo Park, CA · On-site
$275 - $350/hr
About Focus Partners Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a ...
New
Wealth Strategist, Tax
New York, NY · On-site +1
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
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Wealth Strategist, Tax
New York, NY · On-site +1
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
Wealth Strategist, Tax
New York, NY · On-site
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
Wealth Strategist, Tax
New York, NY · On-site
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
Wealth Strategist, Tax
Chicago, IL · On-site +1
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
Quick apply
Wealth Strategist, Tax
Chicago, IL · On-site +1
$130K - $170K/yr
BBR Partners' Wealth Strategies team serves as a centralized, specialized resource to help ensure ... focus on individual income tax planning operating horizontally across client teams. This role is ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
In this role, you'll partner with a team of specialists to provide holistic wealth advice ... Results-oriented with a focus on meeting and exceeding sales targets. * Strong organizational ...
Senior Wealth Advisor
Pittsburgh, PA · On-site
As a Senior Wealth Advisor , at HORAN Wealth you'll bring your established client relationships to a firm that values trust, integrity, and long-term partnership. You'll focus on what you do best ...
Senior Wealth Advisor
Pittsburgh, PA · On-site
As a Senior Wealth Advisor , at HORAN Wealth you'll bring your established client relationships to a firm that values trust, integrity, and long-term partnership. You'll focus on what you do best ...
Wealth Advisor
Cincinnati, OH · On-site
With a focus on personalized financial planning and investment strategies, we strive to empower our ... partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity ...
Wealth Advisor
Cincinnati, OH · On-site
With a focus on personalized financial planning and investment strategies, we strive to empower our ... partnerships with M Financial Group and Retirement Planning Advisory Group. Our integrity ...
Wealth Advisor
San Francisco, CA · On-site
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world ... Our unique partnership model fosters professional collaboration and a relentless focus on ...
Wealth Advisor
San Francisco, CA · On-site
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world ... Our unique partnership model fosters professional collaboration and a relentless focus on ...
Wealth Advisor
Newport Beach, CA · On-site
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world ... Our unique partnership model fosters professional collaboration and a relentless focus on ...
Wealth Advisor
Newport Beach, CA · On-site
Our experienced team of wealth advisors has knowledge and access to the full spectrum of world ... Our unique partnership model fosters professional collaboration and a relentless focus on ...
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Calgary, AB · On-site
$150 - $180/hr
Cardinal Point, Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the ...
Senior Private Wealth Manager/Portfolio Manager - Team Lead
Calgary, AB · On-site
$150 - $180/hr
Cardinal Point, Focus Partners Canada is a Canadian-U.S. wealth management company created to service the sophisticated needs of high-net-worth families. Our financial advisors operate under the ...
Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network ... Customer Focus * Communication * Attention to Detail & Efficiency * Interpersonal Skills * Planning ...
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Cedar Cove Wealth Partners is an independent financial services firm of Thrivent Advisor Network ... Customer Focus * Communication * Attention to Detail & Efficiency * Interpersonal Skills * Planning ...
Wealth Manager
Seattle, WA · On-site
$150K - $250K/yr
About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and ...
Wealth Manager
Seattle, WA · On-site
$150K - $250K/yr
About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and ...
Wealth Manager
Seattle, WA · Hybrid
$150K - $250K/yr
Please note that the job title is subject to change based on the selected candidate's experience and education. #LI-JS1 Badgley Phelps Wealth Managers is part of the Focus Financial Partners' network ...
Wealth Manager
Seattle, WA · Hybrid
$150K - $250K/yr
Please note that the job title is subject to change based on the selected candidate's experience and education. #LI-JS1 Badgley Phelps Wealth Managers is part of the Focus Financial Partners' network ...
Wealth Advisor
Los Angeles, CA · On-site
$125K - $150K/yr
Your focus will be on growing assets under management while ensuring exceptional client outcomes ... Compensation Range: $125,000-150,000 Why Cerity Partners: Our people drive our success by working ...
Wealth Advisor
Los Angeles, CA · On-site
$125K - $150K/yr
Your focus will be on growing assets under management while ensuring exceptional client outcomes ... Compensation Range: $125,000-150,000 Why Cerity Partners: Our people drive our success by working ...
Focus Partners Wealth Jobs Information
$115 - $130/hr
Other
Medical, Dental, Vision, Life, Retirement
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Job description
## SMA & ETF Trading Associate - Options StrategiesApplyremote type: Fully Onsitelocations: Stamford, Connecticuttime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR100107**Job Description Summary:**NorthCoast Asset Management is looking for a SMA & ETF Trading Associate - Option Strategies to join our team in our Stamford, CT office in a trade execution role. Responsibilities include building, executing and allocating trades across 7,000+ client accounts, researching and resolving trade and position breaks with executing brokers, reviewing client specific restrictions, maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites. In addition, the candidate will be required to maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python. The candidate will also cross train with the operations group where he/she will reconcile client’s portfolio data, research and resolve any cash related inquiries and resolve failing transactions with custodians and counterparties. This position requires a presence in the Stamford office five days a week.**Job Description:****Primary Responsibilities*** Building, executing and allocating trades across 7,000+ client accounts* Researching and resolving trade and position breaks with executing brokers* Reviewing client specific restrictions* Maintaining trade execution data for TCA analysis and compiling and maintaining all performance results for composites.* Maintain and develop automation processes for the operations and trading teams using Visual Basic and/or Python.**Qualifications*** Bachelor’s degree.* 2+ years of relevant experience* Ability to handwrite 200+ lines of code in Python* A positive attitude and high energy level* Experience managing investment strategies offered in a publicly traded ETF format, alongside separately managed account strategies, is strongly preferred* High attention to detail* Ability to multitask in a fast-paced and sometimes stressful environment* intermediary + knowledge of Microsoft products especially Excel* Proactive communication and follow-up* Knowledge of SS&C Technologies GWP, visual Basic and Python is a plus, but we are willing to train.This position is an exempt position. The annualized base pay range for this role is expected to be between $115,000–$130,000 base salary compensation range. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus network.Learn more at NorthCoast Asset Management or follow the company on LinkedIn. #J-18808-Ljbffr