Job description
Work with a nationally ranked CPA and advisory firm that is passionate for what’s next. Aprio has 30 U.S. office locations, one in the Philippines and more than 2,100 team members that speak 60+ languages across the globe. By bringing together proven expertise, deep understanding, and strategic foresight for fast-growing industries, Aprio ensures clients are prepared for wherever life or business may take them. Discover a top-rated culture, vast growth opportunities and your next big career move with Aprio.
Join Aprio’s Wealth Management team and you will help clients maximize their opportunities. Aprio is a progressive, fast-growing firm looking for a Trader to join their dynamic team.
Aprio is a growing Registered Investment Advisor (RIA) ambitiously scaling over five years. To achieve this vision, we are expanding our team of wealth advisors, merging with advisor practices, and integrating other RIAs into our platform.
Aprio is seeking an exceptional Senior Trader to join the team, reporting directly to the Chief Investment Officer (CIO). The Senior Trader will play a critical role in creating scalable, technology-driven systems and processes that enable our growth while maintaining excellence in service and execution.
The ideal candidate is a CFA charter holder with at least 5 years of trading experience in an RIA environment, with a minimum of 5 years working on the Orion trading platform, including extensive experience with Eclipse. Additionally, they must be highly proficient with both the Fidelity and Schwab custodial platforms.
This is a unique opportunity for an “A” player with deep expertise in designing and deploying technology-enabled, repeatable trading processes. The candidate will have expertise in scaling trading operations, selecting and implementing best-in-class trading systems, and optimizing processes to reduce waste. Experience in supporting M&A activity, integrating trading functions post-merger, and minimizing tax implications for clients is also required.
If you thrive in high-growth environments, are passionate about leveraging technology to solve complex problems, and excel at building scalable systems, we want to hear from you.
Position Responsibilities: Trading Operations Leadership
- Scale trading operations to support the firm’s plan of growing AUM 7-fold over 5 years.
- Manage and mentor high-performing traders, ensuring efficiency, accuracy, and alignment with client objectives.
- Develop and implement trading workflows that reduce errors, rework, and wasted time.
Position Responsibilities: Technology and Systems Deployment
- Leverage expertise in the Orion platform, particularly Eclipse, to optimize trading processes and workflows.
- Evaluate, select, and implement cutting-edge trading platforms and tools to support scalable, efficient operations.
- Introduce AI into trading operations and workflows.
- Seamlessly integrate trading system, portfolio management system and CRM platforms to create end-to-end solutions.
- Drive the adoption of automation and technology to reduce manual tasks and enhance accuracy.
Position Responsibilities: Process Optimization and Continuous Improvement
- Design and implement standardized, repeatable trading processes to support scalability and consistency. Identify inefficiencies and implement process improvements to optimize resource utilization and team capacity.
- Establish KPIs and operational benchmarks to measure performance and track progress.
Position Responsibilities: M&A Integration and Tax Optimization
- Lead trading operations integration for newly acquired RIAs and advisor practices.
- Evaluate trading system and operations pre-merger.
- Ensure trading workflows are standardized and aligned post-merger.
- Collaborate with wealth advisors and the investment team to develop tax-efficient trading strategies that minimize client tax implications.
Position Responsibilities: Compliance and Risk Management
- Partner with compliance to ensure adherence to all regulatory requirements and trading best practices.
- Implement controls to mitigate operational risks, including trade errors and execution delays.
Qualifications: Key Competencies
- Technologically Forward: This is mandatory. Deep expertise in trading systems and platforms, including Orion Eclipse, with a proven track record of leveraging technology for efficiency and scalability.
- Execution-Oriented: Demonstrated ability to execute on complex projects with precision and measurable results. Speed matters.
- Systems Builder: Skilled in designing and implementing repeatable processes that support rapid growth.
- Investment Expertise: Deep understanding of public equities and private markets, with a proven ability to identify and execute high-return opportunities.
- Communication Skills: Exceptional ability to articulate complex investment ideas clearly and persuasively to clients and stakeholders.
- Strategic Thinker: Capable of balancing day-to-day trading operations with long-term needs.
- Client-Focused: Committed to delivering optimal outcomes for internal and external clients, including tax efficiency and execution quality.
- Results-driven, operations-focused and detail-oriented.
- Thrives in a fast-paced, dynamic environment.
- Passion for continuous improvement and operational excellence.
- Aligned with the firm’s mission to deliver an elite client experience.
Qualifications: Education and Experience
- CFA charter holder required.
- 5+ years of trading experience within an RIA, with at least 5 years of hands-on experience with the Orion trading platform, including Eclipse.
- Proven success in scaling trading operations in a high-growth environment.
- Extensive knowledge and operational experience with both Fidelity and Schwab custodial platforms.
- Strong background in deploying technology and automation to improve trading efficiency.
- Experience in M&A integration, particularly aligning trading functions post-merger.
- Expertise in developing tax-efficient trading strategies.
Why work for Aprio:
Whether you are just starting out, looking to advance into management or searching for your next leadership role, Aprio offers an opportunity to grow with a future-focused, innovative firm.
Perks/Benefits we offer for full-time team members:
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
What’s in it for you:
- Working with an industry leader: Be part of a high-growth firm that is passionate for what’s next.
- An awesome culture: Thirty-one fundamental behaviors guide our culture every day ensuring we always deliver an exceptional team-member and client experience. We call it the Aprio Way. This shared mindset creates lasting relationships between team members and with clients.
- A great team: Work with a high-energy, passionate, caring and ambitious team of professionals in a collaborative culture.
- Entrepreneurship: Have the freedom to innovate and bring your ideas to help us grow to become the CPA firm of choice nationally.
- Growth opportunities: Grow professionally in an environment that fosters continuous learning and advancement.
- Competitive compensation: You will be rewarded with competitive compensation, industry-leading benefits and a flexible work environment to enjoy work/life balance.
EQUAL OPPORTUNITY EMPLOYER
Aprio is an Equal Opportunity Employer encouraging diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race; color; religion; national origin; sex; pregnancy; sexual orientation; gender identity and/or expression; age; disability; genetic information, citizenship status; military service obligations or any other category protected by applicable federal, state, or local law.
Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services.
