Job Description

Job Title: Client Account Trader

About Us:

Bleakley is a leading independent Registered Investment Advisor firm dedicated to providing top-tier financial advice and investment strategies. Our commitment to our clients is matched only by our dedication to our team members. We are seeking a Client Account Trader to join our team.

Job Description:

As an integral part of Bleakley Financial Group, this role is responsible for managing and optimizing the trading activities of client accounts across various asset classes, including equities, fixed income, ETFs, mutual funds, and alternative investments.

Responsibilities:

• Trade Execution & Management: Execute buy and sell orders on behalf of clients, ensuring the best execution practices across multiple platforms and brokers. Monitor trade lifecycle from initiation through settlement.
• Account Oversight: Maintain oversight of client portfolios to ensure alignment with investment mandates, risk parameters, and compliance requirements.
• Client Support: Collaborate closely with advisors and relationship managers to fulfill client instructions and provide timely updates on trade status, execution quality, and market impact.
• Operational Coordination: Work with operations teams to resolve trade breaks, discrepancies, or settlement issues in a timely and accurate manner.
• Compliance & Documentation: Ensure all trading activities are conducted in accordance with regulatory guidelines, internal policies, and documentation standards. Support audits and reviews with appropriate reporting.

Requirements:

• 1-5 years’ experience with investment trading.
• Detail oriented.
• Ability to communicate clearly and concisely, both orally and in writing.
• Bachelor’s Degree in math, finance, accounting or business preferred.
• Work experience in wealth management, financial planning, and investments related field.
• Familiarity with portfolio management systems and order management tools.

Right to Revise:

This job description is not meant to be all-inclusive, and the Company reserves the right to revise this job description as necessary without advance notice.

The statements herein are intended to describe the general nature and level of work being performed by the employee. They are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the employer without notice.

Why Join Us:

• Opportunity to play a key role in the growth and success of a leading RIA firm.
• Collaborative and supportive team environment.
• Competitive salary and benefits package.
• Continuous professional development opportunities.
• High end office located in Parsippany NJ with gym on-site.
• Culture activities focused on health & wellness, team collaboration, and employee engagement.

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