Ceritypartners
Head of Wealth Management Trading
Louisville, KY
No sponsorshipDetected 26 days ago
SalesforceCRMAccountingLeadershipCommunicationCFA
About the role
- The role is based in Louisville, KY office.
- For those needing accommodations, please reach out to careers@ceritypartners.com.
Responsibilities
- As Head of Wealth Management Trading, you will lead the central trading team and:
- Manage and lead the firm's dedicated central trading program - setting standards for execution quality, team accountability, and a service-first culture
- Partner with the Investment Office and Platform team on model implementation, strategy launches, UMA/SMA transitions, and portfolio construction initiatives
- Lead development and adoption of AI-powered tools and reconciliation workflows to improve oversight across trading and advisor practice operations
- Partner with Compliance on best execution policies, broker review, and trade error remediation
- Manage and evolve the Salesforce trade case system as the primary communication channel between the trading team and advisor practices
- Serve as the primary trading lead and escalation point for complex or time-sensitive executions, ensuring the team operates with speed, precision, and consistency across all custodial platforms
- Develop and enforce trading protocols, desk procedures, and quality control standards that support a scalable, institutional-grade trading operation
- Evaluate and implement new trading technologies, OMS/EMS enhancements, and vendor solutions to scale capabilities as the firm grows
- Collaborate with senior leadership to build a long-term roadmap for the central trading function, aligning trading infrastructure with firm-wide growth objectives
Skills
- Oversee trade execution, rebalancing, and reconciliation across participating wealth management portfolios
Benefits
- Health, dental, and vision insurance - day 1!
- Flexible PTO policy
- Parental Leave
- Financial assistance for advanced education and professional designations
- Commuter benefits
Company info
- We are an Equal Opportunity Employer who respects each individual and supports the diverse cultures, perspectives, and experiences of our colleagues.
Visa & Work Authorization
- Applicants must be authorized to work for any employer in the U.S.
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This listing is sourced directly from Ceritypartners's careers page and normalized into a canonical job model.