Portfolio Trader

Focus Partners Wealth is seeking a Portfolio Trader to join our team. The Portfolio Trader works on the Centralized Portfolio Management Team and is responsible for managing all portfolio and investment related activities for their respective wealth management teams. They implement the investment strategy, manage appropriate cash balances, and identify opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Trader conducts daily, weekly, and monthly portfolio reviews.

Focus provides team members with the flexibility to work a hybrid schedule: 3 days in office per week, with the option to work remotely 2 days per week or as assigned by their team leader.

• Deep understanding of our investment philosophy and the investments we use.
• Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.
• Run rebalancing software to identify client portfolios that are out of balance and determine what action, if any, should be taken.
• Cash Flow Planning and Cash Management.
• Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.
• Confirm accuracy of a client’s cash needs with advisory team on a periodic basis.
• Propose and execute plans for RMDs and any account cash flows.
• Perform review of cash to be invested or generated.
• Appropriately manage cash flow of accounts to provide for timely collection of fees and execute recommended action plans to collect on any outstanding uncollected fees.
• Identify opportunities to harvest losses as well as opportunities to switch to a more tax‑efficient or more preferred investment vehicle.
• Develop recommendations for client accounts for which we do not maintain discretion.
• Provide superior, friendly and knowledgeable service by telephone and email with financial advisors.
• Effectively prioritize work to meet trade deadlines and service level agreements.

• Two years of experience in financial services required.
• Experience working with RIAs and Independent Financial Advisors a plus.
• Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.
• Strong proficiency in Microsoft Applications.
• Orion Software, Envestnet Software or custodian website experience preferred.
• Strong written and verbal communication skills.
• Desire to take ownership and provide the best customer service in the industry.
• Energetic self‑starter with an extremely positive, can‑do attitude.
• Strong organization skills with exceptional attention to detail.
• Must work well in a team environment, supporting others and filling in as necessary.
• Must be able to prioritize and switch tasks as needed.

This position is an exempt position. The annualized base pay range is expected to be between $75,000 and $80,000 base salary. Other rewards may include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance and 401(k). The job title may change based on the selected candidate’s experience and education.

Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate’s skill set, without regard to race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed, please contact

For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of veteran status.

For Maryland Applicants:
Under Maryland law, an employer may not require a polygraph or similar test as a condition of employment.

For California Applicants:
Information on your California privacy rights can be found here.

For Massachusetts Applicants:
It is unlawful to require a lie detector test as a condition of employment.

For Montana Applicants:
Employment is governed by the Wrongful Discharge from Employment Act.

For Rhode Island Applicants:
Focus is covered by Rhode Island workers’ compensation law and complies fully with the Americans with Disabilities Act.