Trader

We’re looking for a detail-oriented and analytical Trader to join Savant’s Investment Team, where you’ll play a key role in executing portfolio strategy, managing cash flow needs, and supporting a high standard of client service. This is an excellent opportunity for someone with trading or financial planning experience who thrives in a fast-paced environment, enjoys problem-solving, and wants to make a direct impact on portfolio management and operational efficiency.

In this role, you can expect to focus in the following areas:

• Process trades in client accounts consistent with Savant’s investment strategy.
• Analyze clients’ portfolios, identifying key areas that need to be altered according to strategy, asset location and tax needs.
• Largely responsible for cash management including properly investing cash (dividends, interest and deposits) and raising cash (systematics, one-time withdrawals and fees) all according to the portfolio needs. Rebalancing the accounts as needed.
• Complete trades on time, during market hours and process Same Day trading requests.
• Place trade orders through custodians as well as process trades via telephone
• Be a specialist in Tamarac, Salesforce, Schwab, Fidelity, Raymond James, and TIAA sites and any other third-party sites as needed.
• Setup and maintain client cash and investment model information in the trading software.
• Analyze trading data and look to improve efficiency and reduce costs.
• Stay informed about market trends, news, and economic developments that may impact trading strategies.
• Communicate respectfully and efficiently with CSRs and Advisors on client account inquiries.
• Maintain a working knowledge of Savant’s investment philosophy, portfolio construction and appropriate model securities.
• Prepare and update as necessary documentation for processing trades.
• Provide consistent, thorough, and accurate communication to all parties involved with trading requests.
• Support the investment research team as needed.
• Maintain team approach by assisting and filling in for others.
• Perform other duties as requested.

A couple things to note about our Trader position:

• This is a remote position; however, candidates must reside within driving distance of a Savant office and be available to travel to the office as business needs require.