About this role
Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Associate Trader plays a key role in supporting the firm's investment and trading activities, helping maintain portfolio alignment and operational efficiency. This position collaborates across teams to support Advisors, clients, and the broader Investment Team.
Key Responsibilities:
- Develop a strong understanding of WW’s model portfolios and support portfolio rebalancing, trade execution, and other portfolio management activities in alignment with the firm’s investment philosophy and processes.
- Build proficiency in WW’s trading systems, including Tamarac and RedBlack, and collaborate with Traders, Advisors, and the Investment Team to maintain appropriate portfolio exposures.
- Serve as a trading resource and point of contact for Advisors on trading-related matters.
- Collaborate with cross-functional teams, including Client Services, Advisors, and Technology, to support client retention and business growth.
- Support portfolio management projects, analysis, and research in partnership with Senior Traders and members of the broader Investment Team.
Required Qualifications:
· Bachelor’s degree in finance or related field
· Knowledge of Tamarac, Redblack, Black Diamond, Orion or other analytical trading/portfolio management software a plus
· Continuously exhibits personal integrity and professional initiative
· Reliable, follows through on commitments, self-starter when it comes to new challenges
· Flexible team player who is highly adaptable to change
· Proficiency in Microsoft Office (including Excel), CRMs, and AI tools.
· Strong interpersonal, writing, and analytical skills
· Excellent organizational and time management skills
· Strong attention to detail and accuracy
· Demonstrated leadership qualities in a team environment
· Collaborative, energized by the open exchange of ideas
· Highly motivated; strong desire to learn
· Ability to adapt quickly and appropriately within the constant evolution of the company and the industry
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.