Trade Operations Trader Job in Pleasant Hill, California US
Trade Operations Trader
About Genworth Financial Wealth Management Genworth Financial Wealth Management, a subsidiary of Genworth Financial, Inc., is an investment management and consulting firm dedicated to helping financial advisors build great businesses. We provide a comprehensive fee-based investment management platform, robust client relationship management tools and industry-recognized practice management programs to over 6,000 advisors with over $20 billion in assets under management. Through innovative, growth-oriented initiatives, we continue to expand our services, and are making rapid progress toward our goal of becoming the top firm in our industry. Headquartered in the San Francisco Bay Area, with offices in Phoenix, Chicago and several locations in southern California, we serve advisors across the United States. About Genworth Financial, Inc. Genworth Financial, Inc. (NYSE: GNW) is a leading Fortune 500 global financial security company. Genworth Financial has more than $100 billion in assets and employs approximately 6,000 people with a presence in more than 25 countries. Its products and services help meet the investment, protection, retirement and lifestyle needs of more than 15 million customers. Tracing its roots back to 1871, Genworth Financial is headquartered in Richmond, Virginia. Trade Operations Trader responsibilities include: ? Accurately execute daily processes within established deadlines. ? Review client-directed activity requests and create trade orders to execute on those requests. ? Evaluate and execute Strategist driven changes to model allocations. ? Communicate trade instructions to custodians and address any issues experienced by custodians during trade execution. ? Communicate trade volumes, totals and metrics to internal and external parties. ? Review accounts to ensure holdings are aligned with model allocations. ? Confirm trading activity in the billing system to ensure correct values are leveraged for billing processes. ? Execute all pre- and post-trading assigned duties which may include (but are not limited to) reconciling data, auditing account information, reviewing aged instructions, managing funding accounts and capturing metrics. ? Proactively communicate with internal groups on issues and issue resolution. ? Create and implement procedures that minimize/eliminate trade errors that may result in negative financial impact to the firm. ? Continually assess current operating procedures to find process improvement opportunities, take part in ongoing efficiency projects. ? Continually develop a more comprehensive understanding of Genworth Financial Wealth Management. Trade Operations Trader Basic Qualifications Required: ? Bachelors degree ? Candidate should have 2+ years financial industry experience ? Well-developed oral and written communication skills ? Track record of high accountability, ownership, energy and internal drive to achieve personal, team and organizational goals ? Must possess the analytical skills to resolve problems and drive continuous improvement through disciplined root cause analysis ? Outstanding customer focus ? Currently possesses FINRA Series 6 license or ability to obtain license within 90 days Preferred Candidate Qualifications: ? Experience with Security APL Portfolio Accounting System Computer Skills: Strong PC skills to include but not limited to: ? Excel ? Word ? Access ? Outlook ? Inherent ability to learn Genworth Financial Wealth Management specific software within specified time period after hire date.