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

Westminster

Maintenance Technician Job at Westminster

 ...achieve the utmost success, and for endless possibilities for growth. Come grow with us! Join Our Team as an Energetic Property Maintenance Technician! 50% HOUSING DISCOUNT and $1k sign-on bonus OFFERED! Onsite job at this location: 2005 Quail Ridge Dr, Plainsboro,... 

Absolutely Ridiculous

Social Media Manager Job at Absolutely Ridiculous

 ...The Role Absolutely Ridiculous is looking for a Social Media Manager who combines creative instincts with strategic thinking and a strong...  ...teams to align campaigns, maximize reach, and keep the brand experience cohesive. Manage the Comments Section: Develop... 

State of Florida

MEDICAID FRAUD ANALYST II - 41001293 Job at State of Florida

 ...Requisition No:867678 Agency: Office of the Attorney General Working Title: MEDICAID FRAUD ANALYST II - 41001293Pay Plan: Career Service Position Number:41001293 Salary: $57,783.18 annually Posting Closing Date: 01/29/2026 Total Compensation Estimator... 

CivicMinds, Inc

Physician Assistant Job at CivicMinds, Inc

 ...Position: Physician Assistant Location: Greater St. Louis Monday-Friday | 8 hours | Day Shift At least 2 years of experience Salary yearly + Relocation assistance Role Description This is a full-time, on-site role for a Physician Assistant located in... 

PISTOLA Denim

Pattern Maker- Denim Job at PISTOLA Denim

 ...hands-on and detail-oriented, requiring a deep understanding of denim construction, shrinkage behavior, stretch and recovery, and grading across all womens sizes. What Youll Do: Create accurate first patterns for womens denim styles (jeans, shorts, skirts, etc...