Trader, Banking Operations, Banking & Finance

## Trader Apply:
Hybrid:
Greater Omaha Area:
Full time:
Posted Yesterday:
R2894##
** About this Opportunity:
** As a Trader, you exercise independent judgment and discretion in executing day-to-day trading functions for advisors, clients, and money managers — including equity, mutual fund, and ETF trade placement, rebalances, trade reconciliation, incoming cash allocations, and corrective trading. This role requires evaluating instructions, assessing market conditions, and making real-time decisions to optimize trade outcomes while mitigating risk, within a workflow-managed, high-quality, regulated environment.

The role involves close coordination with advisor service teams to deliver industry-leading service, balanced with individual-driven risk management controls. As we continue to evolve and live our Orion values, we are looking for someone to grow with us.
* It is anticipated that an incumbent in this role will work as a
** Hybrid employee**, with three (3) or more days each week required on-site at one of the listed office locations.
* * Candidates should be located within a commutable distance to an office. Internal candidates currently aligned to an Orion office location may be given preference; however, internal candidates with varying work arrangements may be considered based on experience and business needs. Work location is subject to change based on business needs.*## ##
** In this role, you’ll get to:
*** Apply knowledge of asset classes to independently determine the most effective methods for buying or selling, considering market volatility, liquidity, and client objectives
* Set-up and maintain accounts in Orion's portfolio accounting system, including model allocations, fees, and notes, and execute model or exhibit changes for accounts under ongoing management
* Recognize when specific accounts require rebalancing based on drift, protocol, or discretionary allocation changes, and initiate system-generated trade recommendations for review, confirmation, or adjustment
* Review system-generated lists of accounts flagged for rebalancing, confirming or adjusting recommended trades for accuracy prior to execution
* Identify anomalies and inconsistencies in trade instructions, independently resolve them, communicate with advisors as needed, and document outcomes to prevent errors
* Identify trade errors, determine root cause, and execute corrective trades to remediate account impact, documenting findings per policy
* Support the implementation and ongoing monitoring of trading automation and exception reporting, helping ensure accuracy and timely identification of issues
* Process cash management trade orders and handle block trades or money manager trade signals across large numbers of accounts, exercising real-time judgment to ensure best execution
* Interpret and act on urgent verbal trade instructions from advisors under pressure, documenting outcomes thoroughly
* Manage trade flow processing — mutual fund, ETF, and equity placement, reconciliation, listbill processing, and incoming cash allocations — within trading cutoffs and service level metrics while maintaining compliance
* Maintain working awareness of custodian-specific trading requirements across Orion's custodial relationships
* Maintain documentation for work processes and procedures, and contribute improvement suggestions
* Partner effectively across internal business teams, vendors, money managers, and external clients## ##
** We’re looking for talent who:
*** Has a GED or high school diploma as required
* Has a Bachelor’s degree as preferred
* In lieu of Bachelor’s degree, equivalent experience may be accepted
* Has a minimum of two (2) years of relevant trading or financial services experience as required
* This position…