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Trading Specialist/Portfolio Manager

  • On-site
    • Blue Ash, Ohio, United States
  • $80,000 - $100,000 per year
  • Retirement Corporation of America

Job description

About Retirement Corporation of America

At Retirement Corporation of America (RCA), we pride ourselves on delivering a client-centered experience rooted in personalized service and proactive financial planning. We believe that no one strategy fits everyone, which is why we provide undivided attention to each client—from planning to execution to follow-up. This commitment to excellence and education empowers our clients to make informed decisions and pursue their financial goals with confidence.

Why Join the RCA Team?

We take a team approach to providing a combination of big picture thinking, number-crunching detail, innovative problem-solving, clear communication, and thoughtful stewardship.  We have a culture built on expertise, commitment to client service, and care and compassion for our team members and clients.

We are currently seeking a detail-oriented and experienced Trading Specialist / Portfolio Manager to join our team and contribute to this mission.

 

Key Responsibilities

  • Execute trades across individual accounts and block trading platforms.

  • Oversee portfolio management functions including:

    • Performance reporting in accordance with GIPS standards.

    • Asset allocation reviews and recommendations.

    • Processing all distribution requests (scheduled and ad hoc).

  • Conduct light investment research to support portfolio decisions.

  • Collaborate with internal teams to ensure seamless operations and client service.

Job requirements

Our Ideal Candidate

This Trading Specialist/Portfolio Manager role requires strong time management skills and an ability to thrive in a fast paced and changing environment. Additionally, our ideal candidate possesses a strong attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task and independently solve problems. Additionally, we are looking for someone who:

  • Holds a B.S./B.A. Degree preferred in finance, economics, or accounting

  • Has 3+ years’ direct experience in trading or portfolio management

  • Is Series 65 licensed – other designations such as the CFA are welcome but not required

  • Has proficiency with Fidelity and Schwab platforms, as well as Orion/Eclipse and Morningstar.

  • Has excellent analytical and communication skills (verbal, written and listening)

  • Has strong time management and organizational skills

  • Is a self-starter, intuitive, endlessly curious, motivated, and demonstrates a high degree of proficiency in using technology.

  • Possesses the ability to work independently in a dynamic environment with minimal supervision, and is able to adapt to changing situations, client emergencies, and advisor prioritization.

  • Has a basic knowledge of Investment Advisory Regulations.

  • Demonstrates the highest level of personal integrity, honesty and can deal with confidential information daily

Compensation

Salary starting at $80,000 with potential for higher compensation based on experience and qualifications.

Benefits

  • Health, dental, vision, and life insurance.

  • 401(k) plan with company match.

  • Paid time off (PTO) and holidays.

  • Continuing education and professional development support.

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