RUSSELL INVESTMENTS
RUSSELL INVESTMENTS

14 Russell Investments Equity Trader Jobs Hiring Near You

RUSSELL INVESTMENTS Jobs Information

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

To thrive as an Equity Trader, you need strong analytical abilities, deep understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with trading platforms (such as Bloomberg Terminal), charting software, and sometimes FINRA or Series 7/63 certifications are common requirements. Exceptional decision-making under pressure, risk management, and effective communication are vital soft skills in this role. These skills are essential for executing profitable trades quickly and accurately while managing risk in a dynamic market environment.

What are some common challenges equity traders face in fast-paced trading environments?

Equity traders often encounter challenges such as rapidly changing market conditions, high-pressure decision-making, and the need to manage multiple trades simultaneously. Staying updated with market news and economic events is crucial, as these can directly impact trading strategies and outcomes. Additionally, traders must consistently monitor risk exposure and adhere to compliance regulations, all while collaborating closely with analysts and portfolio managers to ensure alignment with broader investment goals.

What are equity traders?

Equity traders are financial professionals who buy and sell shares of companies, also known as equities or stocks, on behalf of clients or their own firms. They analyze market trends, monitor stock performance, and make quick decisions to capitalize on price movements. Equity traders may work for investment banks, asset management firms, or as independent traders, and their goal is to generate profits while managing risk. They often use advanced trading platforms and follow strict regulations to ensure fair and ethical trading practices.

What is the difference between Equity Trader vs Equity Analyst?

AspectEquity TraderEquity Analyst
Required CredentialsFinance degree, licensing (e.g., Series 7), strong market knowledgeFinance or economics degree, research skills, financial modeling
Work EnvironmentFast-paced trading floors or electronic trading platformsResearch departments, investment firms, or banks
Employer & Industry UsageInvestment banks, hedge funds, asset management firmsResearch firms, asset managers, sell-side firms
Common Search & Comparison IntentUnderstanding trading roles, career paths, skills neededAnalyzing stocks, investment research, career differences

Equity Traders focus on buying and selling stocks quickly to capitalize on market movements, often working in fast-paced environments. Equity Analysts, on the other hand, analyze companies and industries to provide investment recommendations. Both roles require finance knowledge and industry experience but differ in daily tasks and focus areas.

What are the most popular categories at Russell Investments?
Infographic showing various Equity Trader job openings at Russell Investments in the United States as of May 2026, with employment types broken down into 100% Full Time. Highlights an 85% Physical, 13% Hybrid, and 2% Remote job distribution.
Associate Director, Technical Lead, PMA Services

Associate Director, Technical Lead, PMA Services

Russell Investments

Milwaukee, WI • On-site

$110K - $130K/yr

Full-time

Medical, Retirement, PTO

Posted 5 days ago


Job description

Salary Range:
$110,000 USD - $130,000 USD
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Job Description:
At Russell Investments, we strive every day to improve financial security for people. As part of the US Advisor and Intermediary Services (AIS) Personalized Solutions team, you will join a collaborative and client-focused group committed to delivering high-quality outcomes for advisors and investors.
As an Associate Director, Technical Lead - PMA Services, you will serve as the subject matter expert for onboarding and servicing within the Personalized Managed Accounts (PMA) program. This role is a blend of functional leadership and hands-on execution, focused on optimizing processes, resolving complex issues, and supporting relationships between Russell Investments, financial sponsor firms, and our platform provider.
Success in this role requires strong problem-solving capabilities, clear communication, and the ability to collaborate effectively across internal teams and external partners.
Specific compensation will be based on candidate's experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes an annual performance bonus (subject to eligibility criteria) in addition to participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs.
Your Core Responsibilities:
  • Serve as the technical subject matter expert for PMA onboarding and servicing processes
  • Evolve the PMA onboarding and servicing team to incorporate an industry leading client experience
  • Partner with the PMA Services team lead and drive continuous improvement efforts to streamline, automate, and enhance onboarding workflows
  • Design, document, and communicate complex onboarding and account maintenance processes
  • Partner cross-functionally with PMA Services, Sales, Trading, and Operations teams to drive efficiency and consistency
  • Act as the primary liaison between Russell Investments, platform providers, and broker/dealer partners
  • Troubleshoot and resolve complex onboarding and servicing issues across stakeholders
  • Provide technical leadership on escalated or non-standard account onboarding cases
  • Develop, maintain, and update onboarding and maintenance documentation, forms, and procedures
  • Support financial advisors with onboarding and account maintenance through proactive communication (phone and email), as needed
  • Collaborate with the PMA Services Manager to ensure accurate and up-to-date process documentation

Your Expertise:
  • BS / BA degree. Accounting, Business, Finance, preferred.
  • Licenses preferred - Series 7, and 66.
  • Separately Managed Account knowledge is a plus
  • Previous experience within financial industry
  • Previous experience in an operational capacity with account openings, transactions, etc.
  • Proficiency with Microsoft Office suite
  • High attention to detail
  • Solves and analyzes problems effectively, with a process for decision making.
  • Evaluates problems via systems thinking, sees downstream affects, identifies future implications across a process to help prioritize solutions.
  • Ability to communicate clearly and build trusted relationships with others.
  • Ensures the (external or internal) client's perspective is a driving force behind their decisions and actions.
  • Demonstrated ability to be a collaborative team player with the ability to interact well with all levels of internal and external personnel and adapt to rapidly changing requirements.

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.
Equal Employment Opportunity
Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law.