Trading Specialist Job at XY Planning Network (Bozeman)

Job Description

At XYPN Sapphire, our mission is to help advisors live their great lives by allowing them to focus on the work they do best. As a Trading Specialist, you'll play a critical role in delivering on that promise. You will be responsible for executing trades, supporting portfolio rebalancing activities, resolving trade-related issues, and helping ensure our advisors receive exceptional operational support. This role is ideal for someone who enjoys detail-oriented work, thrives in a fast-paced environment, and takes pride in delivering accurate results. While the majority of your day will be focused on trading and investment operations, you'll also contribute to broader initiatives that support the continued growth and success of XYPN Sapphire.

Job Responsibility

Execute advisor trade requests accurately and within established service-level expectations
Process trade instructions and implement system-recommended portfolio rebalances
Review proposed trades for accuracy and suitability before execution
Submit trades for execution through custodial platforms and monitor trade status and allocations
Research and resolve trade exceptions and corrections
Respond to trading-related inquiries from internal service teams in a timely manner
Produce portfolio analyses and reports as requested by advisors and internal stakeholders
Maintain model portfolio marketing materials and supporting documentation
Track work and maintain workflow visibility through monday.com
Support the Investment Policy Committee through research, reporting, and administrative tasks as needed
Contribute to process improvement initiatives that increase efficiency, accuracy, and advisor satisfaction

Requirements

0–3 years of experience at an RIA, custodian, broker-dealer, or other financial services firm
Exceptional attention to detail and a strong commitment to accuracy
Ability to identify discrepancies and proactively resolve issues
Strong organizational and time-management skills
Comfort working in a deadline-driven environment
Ability to manage competing priorities and adapt as needs change
Tech-savvy with the ability to quickly learn new systems and software
Self-motivated and comfortable managing your workload independently
Strong written and verbal communication skills
A process-oriented mindset and desire to continuously improve how work gets done
Legally authorized to live and work in the United States without present or future need for sponsorship.

Nice to have

Experience using Orion and Eclipse trading software
Experience working with Charles Schwab as a Custodian
Progress toward the CFA designation or interest in pursuing advanced investment credentials

What we offer

100%- employer-funded Employee Stock Ownership Plan (ESOP)
Unlimited vacation days (minimum 3 weeks of vacation per year)
9 paid holidays (flexible holidays)
401(k) with match (you put in 6%, employer puts in 4.5%)
12 weeks paid parental leave for the birth or adoption of a child
Health insurance w/ employer contribution
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance
Employer-paid Long Term Disability coverage
Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee
$2000/year (prorated by start date) to put towards professional development
$250/quarter to spend on yourself specific to our core value of 'Be Well Being You'
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years
Subsidized employer-sponsored childcare through our internal child care program (subject to availability)
Various Gym discounts
Company-owned laptop computer provided (Apple Products)

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Trading Specialist

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