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Senior Licensed Trader & Investment Operations Leader
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-07-14
Listing for:
Singer Wealth
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Singer Wealth in Boca Raton, Florida is looking for a Senior Licensed Trader/Investment Operations Manager to manage trading and investment operations. This role involves ensuring efficient execution of trades, overseeing portfolio rebalancing, and working closely with Financial Advisors on investment strategies.
The ideal candidate should have a Series 65 License, possess advanced Excel skills, and have at least 2 years of relevant experience in financial management. A strong aptitude for technology and analytical tasks is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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