Associate Trader, Wealth Management

Aprio•Atlanta, GA

About The Position

Aprio is seeking an Associate Trader to join its Wealth Management team. The role supports the daily execution, operations, and continuous improvement of trading activity across client accounts. The Associate Trader executes trades across equities, fixed income, ETFs, and mutual funds while keeping accounts aligned with model portfolios, client guidelines, and regulatory requirements. The position combines trading operations, data integrity, and automation, including AI-assisted workflow initiatives, and collaborates with advisors, the investment team, and internal operations to support accurate, timely, and compliant client trading. The position offers hands-on exposure to trading operations and model-based portfolio management, opportunities to improve trading desk processes through automation and AI, cross-functional work with advisors and portfolio management, and participation in onboarding and integrating acquired RIA and advisor practices.

Requirements

One to three years of experience in trading, trade operations, or investment operations at an RIA, wealth management firm, or asset manager.
Hands-on experience with model-based rebalancing or trade order management software, such as Orion Eclipse, Tamarac, iRebal, TRX, Envestnet, or similar.
Hands-on experience with at least one major custodial platform, such as Schwab, Fidelity, Pershing, Altruist, or similar.
Highly proficient in Excel, with demonstrated ability to work accurately with large data sets.
Bachelor's degree in finance, economics, accounting, business, mathematics, statistics, or a related field.
SIE and applicable Series licenses, or the ability to obtain them within three months of hire.

Nice To Haves

Experience using Python for data work, including reading, reconciling, and validating trade and position files; software engineering experience is not required.
Demonstrated use of tools to remove manual steps from recurring processes, such as Power Query, advanced Excel automation, macros, or scripting.
Hands-on use of AI tools, including experience designing or configuring AI-assisted workflows or agents.

Responsibilities

Run post-trade audits by reconciling prior-day activity in Orion Eclipse against custodian fills, and investigate discrepancies and settlement issues.
Set up accounts to trade to their assigned models in Orion Eclipse, including new accounts and allocation changes to existing accounts.
Maintain account, model, and security data for daily trading, model-wide trades, and rebalancing.
Assist with account transitions and onboarding for newly acquired RIAs and advisor practices.
Respond promptly to trade-related questions from advisors and coordinate with internal operations and the investment team on account activity.
Provide data pulls to support model changes and portfolio reviews.
Monitor account drift against assigned models and maintain recurring reports, including dispersion and drift reviews, cash, money market, holdings, and reconciliation reports.
Write and maintain procedures for recurring work and document trades and exceptions.
Execute daily trade requests in Orion Eclipse across equities, bonds, ETFs, and mutual funds accurately and on time.
Trade model-assigned accounts to keep holdings in line with model targets.
Raise cash for distributions, fees, and client requests, and invest contributions and new money according to assigned models.
Trade in accordance with the firm's approach, client guidelines, and regulatory requirements, while managing tax impact for clients.
Provide desk coverage during time off, market volatility, and high-volume trading days.
Identify manual and repetitive trading-process steps and develop automation to reduce time and errors.
Design, test, and document AI-assisted workflows and agents for reconciliation preparation, exception reporting, data validation, and routine documentation.

Benefits

Medical, dental, and vision insurance beginning on the first day of employment.
Flexible Spending Account and Dependent Care Account.
401(k) with profit sharing.
Nine or more holidays and a discretionary time-off structure.
Parental leave for primary and secondary caregivers.
Tuition Assistance Program and CPA support program with a cash incentive upon completion.
Discretionary incentive compensation based on firm, group, and individual performance.
Incentive compensation related to origination of new client sales.
Wellness program.
Flexible working environment, including remote and hybrid options.
Competitive compensation and industry-leading benefits.