Investment Operations and Portfolio Trader

Wealth Crossing is a wealth management firm that prides itself on fostering a collaborative, client-centric environment. We are a team of passionate professionals dedicated to simplifying our clients’ financial lives and guiding them toward success. Our culture is built on the values of teamwork, accountability, commitment, mutual respect, and excellence in client service. We serve successful individuals and families with complex financial lives.

We provide training, mentorship, and continuous learning opportunities to help our team members grow professionally and contribute meaningfully to the firm’s long-term success.

Wealth Crossing was recently named to the Financial Planning 2025 Best RIAs to Work For list and recognized as one of 60 firms nationally for excellence in culture, leadership, and employee engagement. This recognition reflects our commitment to building a firm where professionals can do meaningful work, grow in their careers, and collaborate within a high trust environment.

We are seeking a detail-oriented and technically proficient Investment Operations and Portfolio Trader to join our investment team. This individual will play a critical role in overseeing portfolio implementation, tax aware trading, rebalancing, and cash management across client accounts. The Investment Operation and Portfolio Trader plays a critical role in ensuring the accuracy, timeliness, and efficiency of portfolio execution, cash management, reporting, and investment implementation.

• Portfolio Implementation and Rebalancing:
  Lead firm wide portfolio rebalancing and ongoing implementation of model and customized portfolio strategies. Execute trades aligned with client objectives, investment policy guidelines, and liquidity considerations.
• Cash and Liquidity Management:
  Monitor client accounts for cash needs, liquidity events, and capital calls, coordinating timely money market, treasury, and cash reserve transactions.
• New Client Onboarding and Investment Integration:
  Partner with advisors to ensure seamless onboarding of new client accounts, including transfer of securities, cost basis reconciliation, and initial investment deployment according to customized portfolio strategies.
• Portfolio Reporting and Analytics:
  Oversee the accuracy and refinement of investment reporting using Tamarac and Excel based tools. Ensure portfolio data integrity and continuously improve reporting clarity and relevance.
• Investment Committee Support:
  Serve as a key resource to the Investment Committee by researching investment opportunities, monitoring model portfolios, and preparing updates on asset allocation strategies and market developments.
• Platform and Data Management:
  Maintain the integrity of the portfolio system (Tamarac). Ensure timely reconciliation of trades, transactions, valuations, and performance data.
• Research and Manager Due Diligence Coordination:
  Serve as the primary liaison between research partners, and the advisory team. Review model updates, market commentary, and due diligence materials, assess relevance and implementation considerations, and communicate key insights and recommend changes to advisors.
• Customized Portfolio Oversight:
  Manage nonstandard holdings such as legacy positions, concentrated stock, private investments, and employer retirement plans, ensuring alignment within each client’s broader strategy.
• Operational Process Enhancement:
  Identify and implement improvements to trading workflows, rebalancing protocols, reporting processes, and investment system efficiencies. Work with CCO to ensure compliance with regulatory requirements.
• Advisor and Client Support:
  Provide portfolio-specific insights and analysis to advisors to support client discussions, proposals, and customized planning strategies
• Assist with Billing Processes:
  Support accurate and timely client billing processes by ensuring alignment between portfolio data, advisory agreements, and fee calculations.
• Trade Execution and Oversight:
  Manage and execute equity, fixed income, ETF and mutual fund trades.

• A minimum of 3 years of experience in investment operations, portfolio implementation, or…