Head Trader Job at Davis Talent Search (Payments, Wealth Management, Fintech, C..., Scottsdale, AZ

eGs3TGxMckpNUnIwbGNCYTd0SzluTGo0d2c9PQ==
  • Davis Talent Search (Payments, Wealth Management, Fintech, C...
  • Scottsdale, AZ

Job Description

Role

Head Trader

Location

100% onsite in Scottsdale, AZ

(Relocation assistance is available)

Relocation

Possibly for the right candidate.

Reports to

CEO

Employment Type

Full-Time, W2, Direct Hire

Benefits

Medical, Dental, Vision health insurance. Life Insurance. 401k with matching. PTO.

The Company

We are a leading Wealth Tech firm and Turnkey Asset Management Platform (TAMP), providing RIAs, broker-dealers, and wealth management firms with an integrated, end-to-end technology and investment platform. Our offerings include institutional trading services, model portfolio delivery, SMAs, direct indexing, and alternative investments.

The Opportunity

We are seeking a highly experienced Head Trader to lead and expand our institutional trade desk. This critical role oversees all trading operations for us and the RIAs utilizing our platform, delivering institutional-grade execution across equities, fixed income, derivatives, alternatives, and structured products. The Head Trader will ensure best execution, regulatory compliance, and strategic growth of our trading capabilities, serving as a key differentiator for our TAMP and technology platform.

Responsibilities

  • Trading Leadership – Oversee and manage all trading operations across asset classes, ensuring accuracy, efficiency, and best execution.
  • Institutional Trade Desk – Lead the institutional trading services available to all RIAs using the our platform, optimizing execution and support.
  • Strategic Execution – Develop and implement trading strategies aligned with advisor and platform needs, including SMAs, direct indexing, and alternative investments.
  • Custodian Expertise – Execute trades seamlessly across Pershing LLC, Fidelity, and Charles Schwab, maintaining strong relationships with custodians, counterparties, and liquidity providers.
  • Technology & Automation – Enhance trading infrastructure through automation, algorithmic trading, and process improvements for scale and efficiency.
  • Regulatory & Risk Management – Ensure compliance with SEC, FINRA, Reg BI, and other regulations, implementing best practices in risk management.
  • Cross-Functional Collaboration – Work closely with product, technology, compliance, investment, and operations teams to integrate trading into the ecosystem.
  • Advisory Support – Provide market insights and execution strategies to RIAs and wealth management firms leveraging our platform.
  • Team Leadership – Build, mentor, and manage a high-performing trading team, fostering a culture of collaboration, innovation, and excellence.

Qualifications, skills, and experience

  • 10+ years of experience in trading across equities, fixed income, derivatives, and alternatives.
  • Deep expertise in the TAMP industry, institutional trading, SMAs, and direct indexing.
  • Strong knowledge of Pershing, Fidelity, and Charles Schwab trading platforms and operational workflows.
  • Proven ability to optimize trade execution, reduce costs, and enhance operational efficiency.
  • Strong understanding of market structure, execution trends, and regulatory requirements.
  • Experience with trading technology, algorithmic execution, and FIX/API integrations.
  • Demonstrated ability to lead teams, scale operations, and collaborate cross-functionally.
  • Bachelor's degree in finance, economics, or a related field (MBA or CFA preferred).
  • Series 65 license is required.
  • Must be based in or willing to relocate to Scottsdale, AZ.
  • The company cannot sponsor a Visa.

Job Tags

Full time, Relocation, Relocation package,

Similar Jobs

Reload transport INC

CDL A Truck Driver Job at Reload transport INC

Looking for a good and reliable driver: - 65 cents per mille - 4 weeks on the road - good driving record - no criminal record

Kaiser Permanente

Psychologist-Autism Spectrum Disorder-1363785 Job at Kaiser Permanente

 ...Responsibilities: Develops, implements, coordinates, and evaluates clinical treatment programs for the diagnosis, treatment, and/or...  ...psychoeducational classes and groups. May conduct psychological assessments, including test administration, interpretation, and... 

The Connor Group

Coordinator Job at The Connor Group

 ...an award-winning organization? No executive administrative experience? That's okay! We look at skill sets and can train the rest! People...  ...The right individual will supported a department, helping to organize Their wide and extensive calendar of responsibilities... 

Freeman Mathis & Gary, LLP

Accounting Specialist Job at Freeman Mathis & Gary, LLP

Freeman Mathis and Gary, LLP is a rapidly growing, national specialty litigation firm seeking an experienced Account Specialist to join our Atlanta office. The FMG Accounting Specialist is responsible for managing and reconciling the firm's expenses through credit cards...

RAM Mounts

Creative Services Manager (Marketing) Job at RAM Mounts

 ...in the USA, our products come with a lifetime warranty, delivering unmatched reliability and performance. Job Summary: The Creative Services Manager leads the execution, quality, and delivery of all creative assets across B2B and B2C marketing efforts. This role...