Senior Trader

Summary

Join Aprio's Wealth Management team as a Senior Trader and help clients maximize their opportunities. This role involves creating scalable, technology-driven trading systems and processes, generating ideas for efficient trade execution, and integrating trading functions post-merger. The ideal candidate has 10-20 years of trading experience in an RIA environment, with at least 5 years on the Orion trading platform and expertise in Fidelity and Schwab custodial platforms. This position requires experience in M&A integration, tax optimization, and deploying technology to improve trading efficiency. Aprio offers a competitive salary, benefits, and a flexible work environment.

Requirements

• Technologically Forward:This is mandatory.  Deep expertise in trading systems and platforms, (Orion Eclipse is mandatory), with a proven track record of leveraging technology for efficiency and scalability.  Commit to learning and implementing Artificial Intelligence into workflows
• Execution-Oriented: Demonstrated ability to execute complex projects, especially integration of new advisors with existing client portfolios, with precision and measurable results.  Speed matters
• Systems Builder: Skilled in designing and implementing repeatable processes that support rapid growth
• Communication Skills: Exceptional ability to articulate trades to advisors and investment team
• Strategic Thinker: Capable of balancing day-to-day trading operations with long-term needs
• Client-Focused: Committed to delivering optimal outcomes for internal clients, including efficiency and execution quality
• Between 10 and 20 years of trading experience with an RIA
• Minimum of 5 years of trading experience with the Orion platform, specifically on Eclipse, within an RIA
• Proven success in scaling trading operations in a high-growth environment
• Experience in M&A integration, particularly in due diligence and trading functions post-merger
• Extensive knowledge and operational experience with both Fidelity and Schwab custodial platforms
• Strong background in deploying technology and automation to improve trading efficiency
• Expertise in developing tax-efficient trading strategies
• 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

Responsibilities

• Assess, re-engineer and 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
• Lead trading operations integration for newly acquired RIAs and advisor practices
• Evaluate trading system and operations pre-merger as part of due diligence
• 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
• Leverage expertise in the Orion’s Eclipse platform 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
• Stay abreast of market trends, sector opportunities, and emerging technologies to inform trading strategies
• Recommend trading strategies associated with minimizing client tax liabilities with low basis positions
• 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