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

Insta360

Video Producer Job at Insta360

 ...Premier and AfterEffects Experienced producing, shooting and editing video creatives/ads/commercials Familiar with video camera and lighting equipment, familiar with video software and video production and editing process; Experience with digital content such as... 

Guthrie

Transporter - Medical Transport - Part Time Job at Guthrie

Join a team that keeps the hospital moving. Guthrie Lourdes Hospital is seeking a part time Patient Transporter whos ready to step into a fastpaced, peoplefocused role where every interaction matters. The schedule for this position is 4 days a week 7:00 AM - 3:30... 

AllView Real Estate

Senior Business Development Manager Job at AllView Real Estate

 ...companies in Southern California and boasts an industry-leading average client review rating of over 4.65 Stars with 400+ reviews across online rating sites and a client NPS score of over 80. AllView is recognized as one of the leading Real Estate and Property Management... 

MaxTech, Inc.

Insulation Installer Job at MaxTech, Inc.

 ...Insulation Installer - Piece Rate Picture your insulation experience at work with an industry leader! Enjoy a team-driven atmosphere with a wide-ranging benefits package, and excellent job security! As a part of the team, you will enjoy: ~ Paid a fixed rate... 

Metric Geo

Civil Construction Project Manager Job at Metric Geo

 ...Construction Project Managers, apply now! If you like variety and challenge and take satisfaction from knowing your work supports modern...  ...~ Flexible spending account (Healthcare & Dependent care)~ Per diem Health & Wellness Medical, Dental, and Vision insurance...