Portfolio Trader

<p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. &nbsp;They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Deep understanding of our investment philosophy and the investments we use.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Cash Flow Planning and Cash Management:</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;&