Investment Trading Specialist
Listed on 2026-10-14
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Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management, Financial Analyst
MAI Wealth Management, Inc. in Independence, OH is seeking a Trader to handle trade execution, settlements, reconciliations and trade support for advisors and portfolio managers.
The role collaborates with Senior Traders and the Trading Team Manager on diverse tasks to meet short and long-term goals. The ideal candidate will have a finance-related bachelor's degree and 1–2 years in trade desk/operations, plus proficiency with Tamarac and spreadsheet/CRM tools.
This role, Investment Trading Specialist at MAI Wealth Management, Inc., could be your next move.
Full responsibilities and requirements are described in the listing above.
Learn more about the Investment Trading Specialist role in the description above.
We appreciate your interest in this position.
Join MAI Wealth Management, Inc. and contribute to our ongoing work.
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