To support a growing wealth management practice, the full-time State Licensed Portfolio Specialist will implement complex investment strategies for households with significant taxable assets, manage transitions and tax-aware trading, and collaborate with advisors while working remotely. Key responsibilities Execute multi-year diversification plans for concentrated positions and manage tax-aware implementation strategies Prepare and implement tax-aware transition plans for various client situations, ensuring timely execution Review and reconcile trade tickets across the firm's accounts, maintaining documentation and addressing errors as needed Required qualifications Seven to ten years of experience in portfolio implementation, trading, or investment operations at a registered investment advisor or similar institution Hands-on experience with rebalancing and trading platforms, preferably Orion Eclipse, Tamarac, or similar Working fluency in tax lot accounting, wash sale rules, and capital gains management A bachelor's degree in finance, economics, accounting, or a related field Series 65 or investment adviser representative registration is required
State Licensed Portfolio Specialist in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.