Financial Portfolio Operations Professional

Regency Wealth Management is looking for someone with two or more years of experience in the financial services area. An ideal candidate will have experience with Envestnet Tamarac and an ability to navigate multiple programs for portfolio review and maintenance.

Candidate should be detail-oriented and self-starters. They will understand many different investment instruments and how they work with each other. Professionals should be familiar with liquid market trading practices, creating asset allocation models, developing trade practices, and tax loss harvesting.

Excellent verbal and written communication skills, a strong business acumen, and an ability to think ahead and through various situations.

Tasks/Goals/Abilities will include:

• An ability to put the clients’ needs first, upholding the highest integrity.

• Communicate effectively with multiple managers.

• Maintaining model allocations accurately across several programs.

• Set and manage parameters in our rebalancing software that increase our ability to be scalable.

• Analyzing current holdings across all clients to manage dispersion throughout firm.

• An ability work in a team setting as well as on their own.

• A desire to understand and implement technology where appropriate.