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

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... 

Thom Child And Family Services

Bilingual-Spanish or Portuguese Developmental Specialist Job at Thom Child And Family Services

This position offers a salary range of $51,000 to $56,000. Actual pay will be based on relevant skills, qualifications, and experience. Are you looking for a rewarding opportunity working with the pediatric population (children birth to 3 years)? Are you passionate...

Confidential Company

Receptionist Job at Confidential Company

 ...Confidential Receptionist Greenwich, CT A small, family-run real estate firm is seeking a Receptionist to serve as the warm and professional first point of contact for visitors and callers. This role is ideal for someone who enjoys working in a quiet, close-knit... 

Everglades Equipment Group

Small Engine Mechanic Job at Everglades Equipment Group

 ...Job Description: The small engine technician is responsible for the repair and maintenance of a variety of equipment with a focus on 2-stroke and Stihl equipment. Candidate will be required to demonstrate a variety of skills from basic mechanical to complex technical... 

MasterWord

Interpreter, ASL (American Sign Language) Job at MasterWord

 ...solutions in over 250 languages, across four different continents. Services we provide include Translation, Localization, Onsite Interpreting, Video Remote Interpreting (VRI), and Over-the-Phone Interpreting (OPI) Services. Our clients include some of the worlds...