Trader

About the role

Diversify is the future of wealth management. Founded by seasoned advisors and industry leaders, Diversify has developed institutional-grade resources, complemented by the personal attention and support that defines a true partnership. We strive to cultivate a family-like culture, an institutional platform and an immersive experience that enables advisors and wealth management firms to differentiate themselves, retain their entrepreneurial autonomy, and, most importantly, protect and serve clients effectively.

The Trader role works alongside the other members of the Diversify Asset Management trade team in executing investment strategies and professionally managing client portfolios. This is a full-time, in-office role stationed at our headquarters in South Jordan, Utah.

Responsibilities

• Trade equities, ETFs, bonds, options, and other securities.
• Rebalance client accounts according to rebalancing protocols.
• Review and validate large data sets.
• Conduct post-trade account reviews, trade reconciliations, and other operational tasks.
• Help maintain the integrity and accuracy of the trading database.
• Drive initiatives to enhance efficiency and optimize workflows.
• Proactively seek ways to improve the team’s processes.
• Perform various data projects as needed to support the team's goals.

Requirements

• Bachelor’s degree in finance, business, or a related field.
• Trading experience is strongly preferred.
• Proficiency with Orion’s trading platform and/or custodial trading platforms is strongly preferred.
• Technical aptitude for process improvement and data analytics is strongly preferred.
• Self-starter who can efficiently multitask and prioritize a variety of projects.
• Exceptional communication and interpersonal skills, with the ability to build and maintain strong relationships.
• Collaborative mindset with a commitment to contributing to team success.

Skills

• High proficiency in Microsoft Office is required.
• Advanced Excel and data analytic capabilities are preferred.
• Top-tier quantitative skills and insatiable intellectual curiosity.
• Ability to work unsupervised, think through complex problems, and provide thoughtful, solutions-oriented responses.
• Detail oriented with an ownership mentality towards the quality of your work.
• Self-starter with excellent organizational skills and the ability to multitask effectively.

Benefits

• Medical with HSA and FSA options, dental, and vision.
• 401(k) with a generous company match, access to a personal financial planner, and unique investment options.
• Great team culture – team members consistently rave about having great colleagues.
• Time off – 4 weeks paid time off, 12 paid holidays, and 2 days for giving back.

Schedule

Full-time, in-office position based at the headquarters in South Jordan, Utah.