Senior Trader

Summary

Join Aprio's Wealth Management team as a Senior Trader and help clients maximize their opportunities. Reporting to the CIO, you will play a critical role in creating scalable, technology-driven systems and processes. The ideal candidate is a CFA charter holder with at least 5 years of trading experience in an RIA environment and extensive experience with Orion's Eclipse platform. This role requires expertise in scaling trading operations, selecting and implementing best-in-class trading systems, and optimizing processes. Experience supporting M&A activity and minimizing tax implications for clients is also needed. Aprio offers a high-growth environment and opportunities for professional development.

Requirements

• Technologically Forward: This is mandatory. Deep expertise in trading systems and platforms, including Orion Eclipse, with a proven track record of leveraging technology for efficiency and scalability
• Execution-Oriented: Demonstrated ability to execute on complex projects with precision and measurable results. Speed matters
• Systems Builder: Skilled in designing and implementing repeatable processes that support rapid growth
• Investment Expertise: Deep understanding of public equities and private markets, with a proven ability to identify and execute high-return opportunities
• Communication Skills: Exceptional ability to articulate complex investment ideas clearly and persuasively to clients and stakeholders
• Strategic Thinker: Capable of balancing day-to-day trading operations with long-term needs
• Client-Focused: Committed to delivering optimal outcomes for internal and external clients, including tax efficiency and execution quality
• Results-driven, operations-focused and detail-oriented
• Thrives in a fast-paced, dynamic environment
• Passion for continuous improvement and operational excellence
• Aligned with the firm’s mission to deliver an elite client experience
• CFA charter holder required
• 5+ years of trading experience within an RIA, with at least 5 years of hands-on experience with the Orion trading platform, including Eclipse
• Proven success in scaling trading operations in a high-growth environment
• Extensive knowledge and operational experience with both Fidelity and Schwab custodial platforms
• Strong background in deploying technology and automation to improve trading efficiency
• Experience in M&A integration, particularly aligning trading functions post-merger
• Expertise in developing tax-efficient trading strategies

Responsibilities

• Scale trading operations to support the firm’s plan of growing AUM 7-fold over 5 years
• Manage and mentor high-performing traders, ensuring efficiency, accuracy, and alignment with client objectives
• Develop and implement trading workflows that reduce errors, rework, and wasted time
• Leverage expertise in the Orion platform, particularly Eclipse, to optimize trading processes and workflows
• Evaluate, select, and implement cutting-edge trading platforms and tools to support scalable, efficient operations
• Introduce AI into trading operations and workflows
• Seamlessly integrate trading system, portfolio management system and CRM platforms to create end-to-end solutions
• Drive the adoption of automation and technology to reduce manual tasks and enhance accuracy
• Design and implement standardized, repeatable trading processes to support scalability and consistency
• Identify inefficiencies and implement process improvements to optimize resource utilization and team capacity
• Establish KPIs and operational benchmarks to measure performance and track progress
• Lead trading operations integration for newly acquired RIAs and advisor practices
• Evaluate trading system and operations pre-merger
• Ensure trading workflows are standardized and aligned post-merger
• Collaborate with wealth advisors and the investment team to develop tax-efficient trading strategies that minimize client tax implications
• Partner with compliance to ensure adherence to all regulatory requirements and trading best practices
• Implement controls to mitigate operational risks, including trade errors and execution delays

Benefits

• Medical, Dental, and Vision Insurance on the first day of employment
• Flexible Spending Account and Dependent Care Account
• 401k with Profit Sharing
• 9+ holidays and discretionary time off structure
• Parental Leave – coverage for both primary and secondary caregivers
• Tuition Assistance Program and CPA support program with cash incentive upon completion
• Discretionary incentive compensation based on firm, group and individual performance
• Incentive compensation related to origination of new client sales
• Top rated wellness program
• Flexible working environment including remote and hybrid options