Obermeyer Wealth Partners · 20 hours ago
Senior Associate, Trading and Investments
Denver, CO
Full-time
Onsite
Mid, Senior Level
$90K/yr - $130K/yr
2+ years expObermeyer Wealth Partners is a registered investment advisor managing $3 billion in assets, seeking a full-time Trading and Investments Associate. The role involves managing daily trade implementation for client portfolios while optimizing trading systems and ensuring compliance with trading policies.
AdviceAsset ManagementFinanceFinancial ServicesRetirementRisk ManagementTax ConsultingWealth Management
Responsibilities
Execute equity, ETF, mutual fund, and fixed income trades across multiple custodians, ensuring best execution and adherence to client guidelines and the firm’s trading policies
Monitor and manage asset allocation and position sizing in client portfolios; generate and process rebalancing trades across household and account structures
Own day to day use and optimization of Orion and RedBlack (or similar systems), including setting and maintaining trading rules, restrictions, tolerances, and workflows
Work closely with technology, operations, and advisory teams to fully integrate trading tools with the firm’s CRM (Salesforce), portfolio accounting, and reporting systems
Reconcile trades and positions, ensuring data integrity
Support the development and maintenance of trading dashboards and exception reports to improve scalability and risk control
Partner with compliance to ensure trading activities meet regulatory and internal standards (best execution reviews, trade error documentation, restricted list management, etc.)
Qualification
Required
2–5+ years of trading or rebalancing experience at an RIA, multifamily office, asset manager, or broker dealer, ideally supporting multibillion dollar discretionary AUM
Strong technology orientation: demonstrated proficiency with Orion and/or RedBlack (or comparable OMS/rebalancing systems) and strong working knowledge of Salesforce in an advisory context is a plus
Advanced Excel proficiency to execute and reconcile block trades, build and maintain trading models, and perform ad hoc quantitative and performance analysis
Deep understanding of asset allocation, model portfolios, tax aware trading, and household level rebalancing
Exceptional attention to detail, accuracy under time pressure, and a process driven mindset
Strong communication skills and ability to collaborate across advisory, operations, compliance, and technology teams
Benefits
100% employee premium healthcare coverage
Continued learning reimbursement
Company
Obermeyer Wealth Partners
Since 1982 clients have trusted our financial planning and investment management to achieve goals through sound advice and careful planning.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Wally Obermeyer
President | Co-Founder
Dana Nightingale, CFA, CFP
Partner and Senior Vice President, Investments and Client Advisory
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