Reference Number: MHH7797
Location: The Woodlands, Texas

Judson Group is proud to partner with a successful, boutique fee-only wealth management firm in The Woodlands, TX in the search for a Trader. This firm is known for its deeply rooted values, collaborative culture, and unwavering commitment to delivering an exceptional client experience. They are a tight-knit, supportive team that values mutual respect, personal growth, professional excellence, and a shared dedication to doing what’s right for clients.

The Trader plays a critical role on the Operations Team, ensuring the efficient, precise execution of trades across equities, fixed income, mutual funds, and ETFs. Partnering closely with the portfolio management team, this role helps bring investment strategies to life through accurate trade implementation, thoughtful workflow management, and consistent adherence to best execution and compliance standards.

Why You’ll Love This Role:

• A close, collaborative team that works together rather than in silos—your ideas and input will matter.
• Hands-on involvement across the investment process, giving you exposure well beyond day-to-day trading.
• Room to grow, both personally and professionally, with leaders who genuinely care about your development.
• The chance to help shape the trading function, refine processes, and contribute to a top-tier client experience.
• A stable, mission-driven firm, where clients are served with transparency—and employees are treated the same way.

What You’ll Be Doing:

• Execute trades across equities, fixed income, ETFs, and mutual funds in alignment with model updates, portfolio rebalances, and cash management needs.
• Monitor markets and trading platforms to identify optimal execution opportunities and minimize transaction costs.
• Ensure all trading activity complies with firm policies, SEC regulations, and custodial guidelines.
• Collaborate with portfolio managers to implement investment strategies accurately and on time.
• Maintain complete and accurate trade documentation, confirmations, and blotters for compliance and audit purposes.
• Monitor trade settlement and promptly resolve any discrepancies with custodians or brokers.
• Contribute to best execution reviews, trade error analysis, and ongoing process enhancement initiatives.
• Support daily account functions including cash monitoring, cash movement, and new account funding.
• Assist with performance reporting, drift reviews, and model updates.
• Coordinate with custodians, portfolio accounting systems, and trading platforms such as Tamarac, Orion, Envestnet, or similar systems.

What We’re Looking For:

• Bachelor’s degree in Finance, Economics, or related field.
• 2–5 years of trading experience within an RIA, asset manager, or broker/dealer.
• Strong understanding of equities, fixed income, ETFs, and mutual fund structures.
• Experience with trading and rebalancing platforms (Tamarac, Orion, Black Diamond, Bloomberg, etc.).
• Knowledge of best execution, trade allocation, and RIA compliance procedures.
• Exceptional attention to detail and the ability to manage multiple priorities in a fast-paced environment.
• Strong analytical and quantitative skills; excellent at prioritizing, planning, and organizing.
• Experience with Fidelity, Salentica Elements, and Black Diamond preferred.

Compensation & Benefits:

• Highly competitive base salary + bonus opportunities
• Full suite of benefits

Reference Number: MHH7797
Location: The Woodlands, Texas