Portfolio Trading Specialist

JFS Wealth Advisors is looking for a  Portfolio Trading Specialist to provide operational support to the trading team, Investment Committee, and Chief Investment Officer. This individual will be responsible for rebalancing client accounts within the firm’s portfolio management system, Tamarac Advisor Rebalancing, executing and reconciling trades, and supporting the firm’s investment services and asset management teams.

This position is hybrid for the first 90 days, followed by a schedule of three days in the office and two days remote.

Primary Responsibilities

• Maintain Tamarac Advisor Rebalancing

• Maintain client accounts, including model assignments, restrictions, and cash reserves.

• Prepare and input trade orders according to portfolio guidelines.

• Regularly review security settings and restrictions.

• Run and monitor saved searches within Tamarac.

• Execute and reconcile trades across multiple custodians

• Accurately process daily trade ledgers to custodians.

• Review trades, identify discrepancies or items requiring additional review, and coordinate with advisors and client service teams to resolve questions.

• Support the Investment Committee and Chief Investment Officer

• Provide operational and administrative support as needed.

• Research and gather investment-related data, prepare presentations, and generate reports.

• Collaborate with internal teams

• Work closely with trading, asset management, financial planning, and investment teams to ensure efficient workflows and resolve operational issues.

• Maintain knowledge of the firm’s compliance and operational policies and procedures.

• Assist with process improvements and special projects as assigned.

Qualifications

• Bachelor’s degree in Business, Finance, or a related field, or equivalent education.

• 3+ years of relevant experience within financial services, preferably in the RIA industry. Recent college graduates may also be considered if their education and experience align with the position.

• Working knowledge of asset allocation and portfolio construction.

• Experience with portfolio rebalancing software and trading platforms.

• Experience with Tamarac Advisor Rebalancing, Tamarac Advisor View, and Practifi CRM preferred.

• Familiarity with Schwab and Fidelity custodial platforms preferred.

• Experience with Morningstar Advisor Suite and/or vCharts preferred.

• Industry designations or licenses are a plus.

• Proficiency in Microsoft Office and ability to learn new investment-related software.

• Strong analytical and problem-solving skills, including the ability to identify tax and investment-related issues within portfolios.

• Excellent communication, organizational, and time management skills, with strong attention to detail.

• Ability to prioritize tasks, meet daily deadlines, and work effectively in a team-oriented environment.

• Commitment to professionalism, client service, and maintaining confidentiality of sensitive financial information.

• Ability to work occasional overtime and travel to client locations as needed.

Physical Requirements

• Ability to sit at a desk and work on a computer for prolonged periods.

• Ability to stand, walk, and perform routine office tasks.

• Ability to lift up to 10 pounds as needed.

 

This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual incentive bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

JFS Wealth Advisors is part of the Focus Financial Partners’ network firm community. As part of the partnership, JFS Wealth Advisors remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.

#LI-CB1 About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  www.focusfinancialpartners.com  or follow the company on  LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. 

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com .

The following language is for US based roles only

For California Applicants:  Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.