Investment Trading Specialist

MAI Wealth Management, Inc. in Independence, OH is seeking a Trader to handle trade execution, settlements, reconciliations and trade support for advisors and portfolio managers.

The role collaborates with Senior Traders and the Trading Team Manager on diverse tasks to meet short and long-term goals. The ideal candidate will have a finance-related bachelor's degree and 1–2 years in trade desk/operations, plus proficiency with Tamarac and spreadsheet/CRM tools.