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Trade Execution Specialist

Job in Morristown, Morris County, New Jersey, 07960, USA
Listing for: Corient Private Wealth LLC.
Full Time position
Listed on 2026-03-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Consultant
Salary/Wage Range or Industry Benchmark: 26 - 38 USD Hourly USD 26.00 38.00 HOUR
Job Description & How to Apply Below
Trade Execution Specialist I page is loaded## Trade Execution Specialist Ilocations:
Morristown, NJtime type:
Full time posted on:
Posted 6 Days Agotime left to apply:
End Date:
April 30, 2026 (30+ days left to apply) job requisition :
JR4804
** Join a team that values your ambition and empowers your growth
** At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team.

If you want to work for a company that values your contributions and supports your growth, we would like to meet you.
** Responsibilities We’ll Trust You With
** As a key member of the Investment Team, you will support an investment platform consisting of both public and private market instruments.  Your responsibilities will include executing trades, monitoring and rebalancing portfolios, and responding to ongoing portfolio cash needs.  You will be responsible for reviewing the investment portfolios we construct for individuals and tailoring our investment discipline to suit each individual's needs across risk, return, tax efficiency and personal preferences.  

You will support the delivery of customized client portfolio solutions to individuals that work with us already and analysis and investment proposals for individual considering our services.  Most importantly, you will become a subject matter expert across multiple facets of the Firm’s investment solutions with the ability to support our wealth advisory teams.
** Qualifications
* * Ideal Candidate Skills/Characteristics:
* Bachelor's degree from 4-year institution. Relevant business majors are preferred, but all will be considered.
* Excellent command of the written English language is NECESSARY.
* 1+ years relevant job experience.
* Strong knowledge of Microsoft Office and related business productivity tools.
* Relevant experience working with Tamarac, Red Black, iRebal or another trading platform, as well as Salesforce.
* Prior experience as an analyst or specialist within portfolio administration, trading, or operations required.
* Possess a passion for the capital markets, investing, and helping solve complex problems.
* A balance of strong analytical and interpersonal skills. Ability to work independently, performing and completing multiple tasks efficiently.
* This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.
*** Pay Information
** This position is non-exempt and is paid according to the laws of the State of New Jersey. The pay range for this position is $26-$38 USD per hour.
* We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position.

Salary offers are determined based on final candidate qualifications and experience.
*** Physical Requirements
*** This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
* This position may require the ability to lift up to 15 pounds.
* This position is required to work onsite 4 days per week.
** U.S. Eligibility Requirements
*** Must be 18 years of age or older.
* Must have…
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