Trading Specialist
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Job Description
Trading Specialist guiding Facet members through trade execution, portfolio rebalancing, and tax-aware strategies. Supporting Facet’s holistic financial advice platform through member education and trading expertise.
Responsibilities:
- Serve as the primary contact for members seeking guidance on trade execution, order types, cost basis implications, and portfolio rebalancing
- Educate members on brokerage features, market mechanics, trading rules, IRA transaction guidelines, tax-loss harvesting, and complex money movement
- Resolve elevated inquiries involving order status, trade discrepancies, cost basis adjustments, and corporate actions
- Partner with CFP® Financial Planners to evaluate member portfolios, discuss trade options, and align execution workflows with holistic financial plans
- Facilitate and monitor trade requests, model adjustments, and rebalancing activities across Schwab, Fidelity, Apex, and other custodian platforms
- Act as an internal trading authority on managed account mechanics, direct indexing, and multi-sleeve portfolio structures
- Identify opportunities to streamline member trading interactions, improve self-service education, and enhance trade escalation workflows
- Participate in investment operations initiatives, trading software enhancements, and new platform feature rollouts
- Receive training on SMA and UMA trading and allocation, portfolio rebalancing software, sleeved trading, direct indexing, tax-loss harvesting, and large-scale ETF trading
Requirements:
- 2+ years of experience in client-facing trading support, brokerage operations, or investor services
- Solid understanding of equity and ETF trading, option strategies, order routing, cost basis methods, tax-loss harvesting, and custodian transfer processes
- Proficiency with Order Management Systems (OMS), custodial platforms, and portfolio management/rebalancing software such as Orion, Envestnet, Addepar, or similar
- Advanced computer and analytical skills
- Strong proficiency in Excel and financial CRM/ticketing software
- Exceptional verbal and written communication skills
- Ability to explain complex trading concepts in clear, jargon-free conversations
- Empathy and active listening skills
- Strong problem-solving ability, attention to detail, and accuracy under time-sensitive market conditions
Benefits:
- Equity (ISO)
- Flexible PTO
- Medical, dental, and vision insurance
- 401(k) with employer match
- Short/long-term disability paid by Facet
- Life insurance
- Paid parental leave
- Certification reimbursement programs
- Wellness reimbursement programs
- Work from anywhere in the US
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