Job Description

Job Title: Senior Trader

Company: WealthPlan Group

Location: Remote / Omaha

About WealthPlan

WealthPlan Group is a national, rapidly scaling wealth management firm with over $3.2B in client assets. We empower financial advisors through a high-leverage platform built on modern investment solutions, operational automation, and a focus on delivering outstanding client outcomes. Our mission is to simplify the complexity of wealth management by creating technology-enabled infrastructure that advisors can trust and scale on.

Role Overview

We’re looking for a seasoned Senior Trader to architect and own our centralized trading function. This individual will be responsible for ensuring timely and precise trade execution across discretionary portfolios, managing model implementation, supporting platform users, and driving operational scale through systems integration. The ideal candidate brings deep technical fluency in trading platforms (Orion, 55IP, custodians), experience supporting SMAs and model-based portfolios, and a process-oriented mindset that thrives in a fast-paced environment.

Core Responsibilities

Trading Execution & Oversight

● Execute daily trades across WealthPlan-managed models, SMAs, and discretionary portfolios

● Monitor trade flow for accuracy, exceptions, and reconciliation across custodians (e.g., Schwab, Fidelity, Pershing)

● Support cash management, client contributions/distributions, and tax-aware rebalancing logic

Platform & Workflow Ownership

● Design, document, and implement scalable trading processes for model changes, account onboarding, sleeve management, and portfolio transitions

● Serve as subject matter expert and point of escalation for all trading-related inquiries from advisors and internal teams

● Partner with technology and operations teams to streamline trading workflows using Orion, 55IP, and Salesforce FSC

Systems & Integrations

● Manage integrations across platforms (Orion, Salesforce FSC, 55IP) to ensure consistent and accurate data flow

● Collaborate with our engineering team on trading automation, custom dashboards, and error handling logic

● Help lead platform enhancements and roadmap discussions around advisor trading capabilities

Advisor Support & Enablement

● Onboard new advisors to trading platform capabilities and provide ongoing training and documentation

● Collaborate with advisors using "Rep-as-PM" models to establish compliant, scalable trading workflows

● Work closely with the Portfolio Management team to implement firmwide allocation changes and model updates

Leadership & Strategy

● Evaluate and recommend third-party technology partners and custodial enhancements to improve efficiency

● Own key operational metrics, including trade error rates, fulfillment timelines, and model update SLAs

● Assist in scaling the trading team as the firm grows, with potential to lead junior traders in the future

Ideal Qualifications

● 5–10 years of experience in trading operations within an RIA, TAMP, or asset management firm

● Hands-on experience with Orion Advisor Tech required

● Familiarity with 55IP preferred (or other tax transition tools like Smartleaf)

● Deep working knowledge of trading and reconciliation at Schwab, Fidelity, and other major custodians

● Understanding of SMA/UMA structures, sleeve-level management, and hybrid discretionary platforms

● Experience with Salesforce Financial Services Cloud a strong plus

● Strong attention to detail with a process design and documentation mindset

● Ability to work cross-functionally with compliance, engineering, investment teams, and advisors

● High comfort level operating in a dynamic, entrepreneurial environment with evolving systems

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