What are the responsibilities and job description for the Asset Management Trading Manager position at HBKS Wealth Advisors?
Asset Management Trading Manager
HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family of companies; HBK is a top 50 accounting and business consulting firm. As an industry leader and innovator, HBKS is investing in resources and technology to ensure long-term growth.
Growth requires talent, so we continue to seek capable, dedicated professionals in all aspects of financial services. Our people choose their own career paths. We want you to excel in your career as part of a dynamic team, and we provide the support and the resources to help you succeed. The breadth and depth of experience we offer you is unique in the marketplace.
We are entrepreneurs working with entrepreneurs, owners working with high-net-worth individuals and those who are owners of small and mid-size businesses, the heartbeat of our country. We are consultants, influencers in our communities as well as our clients and their finances. When we go home at night, we know we've made something happen for our clients. If you want a career that is all about helping people, you're the kind of person we're looking for. Please read on to discover if you could see yourself joining the HBKS Wealth Advisor Family as our newest Asset Management Trading Manager.
Summary :
Asset Management Group Trading Manager performs the trading and rebalancing function for all HBKS clients who are invested in the HBKS models. In this capacity, the Trading Manager will utilize the Orion Eclipse Trading Platform software. The Trading Manager must be detail-oriented with the ability to work under tight time constraints. In addition, the Trading Manager must be able to effectively communicate and coordinate the trading needed for HBKS clients of multiple client service teams in a genial manner. The Trading Manager works under the direction of the Chief Investment Officer, Chief Operating Officer and our Managing Principals.
Every individual is an employee of HBKS Wealth Management and is expected to act in the best interests of the firm, even if doing so requires actions or responsibilities not listed in the job description below. This job description is subject to revision by management when client service needs change.
Qualifications :
- Bachelor's degree in finance or related field of study
- 3 years of relevant work experience
- Experience with Orion Eclipse Trading Platform or similar trading software experience desirable
Essential Functions :
To advance your Career :
BENEFITS WE OFFER :
HBKS provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.