Trading Specialist

XYPN Sapphire is an SEC registered investment advisor offering a comprehensive platform for independent, fee‑only financial advisors. We offer two services, a TAMP and Corporate RIA. 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 different model for members to operate their firms under, freeing them of compliance, investment, and other burdens of running their firms independently.

At XYPN Sapphire, our mission is to help advisors live their great lives by allowing them to focus on the work they do best. As a Trading Specialist, you'll play a critical role in delivering on that promise.

You will be responsible for executing trades, supporting portfolio rebalancing activities, resolving trade‑related issues, and helping ensure our advisors receive exceptional operational support. This role is ideal for someone who enjoys detail‑oriented work, thrives in a fast‑paced environment, and takes pride in delivering accurate results.

While the majority of your day will be focused on trading and investment operations, you'll also contribute to broader initiatives that support the continued growth and success of XYPN Sapphire.

We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT and WI.

• Execute advisor trade requests accurately and within established service‑level expectations
• Process trade instructions and implement system‑recommended portfolio rebalances
• Review proposed trades for accuracy and suitability before execution
• Submit trades for execution through custodial platforms and monitor trade status and allocations
• Research and resolve trade exceptions and corrections
• Respond to trading‑related inquiries from internal service teams in a timely manner
• Produce portfolio analyses and reports as requested by advisors and internal stakeholders
• Maintain model portfolio marketing materials and supporting documentation
• Track work and maintain workflow visibility through
• Support the Investment Policy Committee through research, reporting, and administrative tasks as needed
• Contribute to process improvement initiatives that increase efficiency, accuracy, and advisor satisfaction

• Trade accuracy and attention to detail
• Timely execution of advisor requests & adherence to service‑level agreements
• Contributions to operational efficiency and process improvements

Start Date: Immediately
Status: Full‑time (40‑45 hours per week with flexible schedule)
Location: Remote and/or Bozeman, MT
Team: XYPN Sapphire
Reports To: Director of Investment Services
Direct reports: None
Travel: Up to 10% travel (e.g., 2‑3 weeks /year) required for team retreats and other company events

(If you think, “I only meet 80% of these qualifications,” still apply!)

• 0–3 years of experience at an RIA, custodian, broker‑dealer, or other financial services firm
• Exceptional attention to detail and a strong commitment to accuracy
• Ability to identify discrepancies and proactively resolve issues
• Strong organizational and time‑management skills
• Ability to manage competing priorities and adapt as needs change
• Tech‑savvy with the ability to quickly learn new systems and software
• Self‑motivated and comfortable managing your workload independently
• Strong written and verbal communication skills
• A process‑oriented mindset and desire to continuously improve how work gets done
• Legally authorized to live and work in the United States without present or future need for sponsorship.

• Experience using Orion and Eclipse trading software
• Experience working with Charles Schwab as a Custodian
• Progress toward the CFA designation or interest in pursuing advanced investment credentials

We welcome applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage…