Anisa is a Direct-Hire Recruiter with Robert Half Financial Services, specializing in roles within Finance & Accounting across the Bay Area. Happy to connect with professionals in the space, even if you’re just curious about the market.
✨ Trader 📍 San Ramon, CA (Hybrid) 🏢 Growing, Independent Wealth Management Firm 💰 Competitive Base + Bonus + $401K Match
This is an outstanding opportunity for someone who thrives in fast-paced, detail-oriented work and wants to build a long-term career within the investment management industry.
Our client, a growing and well-established independent wealth management firm, is seeking a Trader to become a key part of its investment operations team. This role offers direct exposure to portfolio management, trading operations, and advisor collaboration, making it an ideal stepping stone for professionals interested in eventually pursuing an Investment Analyst or broader investment management career path.
Best of all? You'll gain exposure to real-world portfolio trading without the pressure of client-facing sales responsibilities.
What You'll Do 📈 Execute and process 40-80 trades daily across major custodial platforms 📊 Maintain exceptional accuracy and data integrity for all trade activity 🤝 Partner closely with financial advisors and investment professionals to execute portfolio decisions 🔍 Investigate and resolve trade discrepancies and operational exceptions ⚡ Monitor trading activity and escalate risk or compliance concerns when needed 🚀 Support reporting, operational improvements, and special projects across the investment team
Why This Opportunity Stands Out 🌟 Established and growing wealth management firm with a strong reputation 📈 Clear track record of internal promotions and career advancement 🏡 Hybrid work schedule offering flexibility 💼 Work directly alongside advisors and investment professionals 💰 Bonus opportunity plus automatic 3% 401(k) contribution 🏥 Comprehensive medical, dental, vision, life, and disability coverage ⚖️ Excellent work-life balance with market-hour scheduling 🚀 Ideal launching pad for a future Investment Analyst, Portfolio Analyst, or Investment Operations career
For fastest consideration, reach out to Anisa Henry via email or LinkedIn.
Who Thrives in This Role? You enjoy precision. You're the person who notices when a single number looks out of place. You like structured, process-driven work and understand that accuracy matters when millions of dollars are moving through investment accounts. You're dependable, organized, and comfortable managing time-sensitive tasks with minimal supervision.
Ideal Backgrounds ✅ Financial services operations ✅ Trade support or brokerage operations ✅ Investment operations ✅ Banking operations ✅ Data-heavy administrative roles ✅ Recent graduates interested in investments and wealth management ✅ Professionals seeking a pathway toward research, portfolio analysis, or investment management
Preferred Qualifications
- Bachelor's degree required
- 1+ year of financial services, operations, or data-entry experience preferred
- Strong attention to detail and numerical accuracy
- Excellent written and verbal communication skills
- Experience with Schwab, Fidelity, or similar custodial platforms is a plus
- Ability to work independently in a deadline-driven environment
Reach out to Anisa Henry via email or LinkedIn for additional information or questions regarding this listing.
