{"id":2653082,"url":"https://alion.io/job/aprio-associate-trader-wealth-management","title":"Associate Trader, Wealth Management","company":{"id":4900,"name":"Aprio","domain":"aprio.com","url":"https://alion.io/company/aprio","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Lever","truth_index":{"grade":"B","score":80,"open_postings":60,"ghost_share":0,"stale_share":0.783,"repost_share":0.017,"time_to_fill_p50_days":54,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Atlanta, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":52000,"max_usd":99000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1802},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Excel","optional":false},{"name":"Python","optional":false}],"status":"live","first_seen_at":"2026-10-15T21:38:18Z","employer_posted_date":"2026-10-15","last_verified_at":"2026-10-19T19:59:10Z","board_verified":true,"closed_at":null,"days_open":3,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":3},"description":"Job Summary\nAprio is seeking an Associate Trader to join its Wealth Management team, where you will play a central role in the daily execution, operations, and continuous improvement of trading activity across client accounts. You will execute trades across equities, fixed income, ETFs, and mutual funds while maintaining alignment to model portfolios, client guidelines, and regulatory requirements. This role sits at the intersection of trading operations, data integrity, and emerging automation - offering the opportunity to directly shape how the desk evolves through AI-assisted workflows and process improvement. You will collaborate closely with advisors, the investment team, and internal operations to support accurate, timely, and compliant execution for clients.\nWhat You'll Gain / Impact:\nDirect, hands-on exposure to end-to-end trading operations and model-based portfolio management within a growing wealth management platform.\nThe opportunity to own meaningful automation and AI workflow initiatives that reduce manual effort and improve accuracy across the trading desk.\nCross-functional experience working alongside advisors, portfolio management, and internal operations teams.\nA visible role in onboarding and integrating newly acquired RIA and advisor practices onto the firm's platform and models.\nProfessional growth within a high-growth, innovation-driven firm committed to excellence in client outcomes.\nKey Responsibilities:\nTrading Operations:\nRun post-trade audits, reconciling prior day activity in Orion Eclipse against custodian fills, and investigate discrepancies and settlement issues.\nSet accounts up to trade to their assigned model in Orion Eclipse, covering new accounts as well as allocation changes on existing accounts.\nMaintain account, model, and security data to support smooth daily trading activity, model-wide trades, and rebalancing.\nAssist with account transitions and onboarding for newly acquired RIAs and advisor practices as accounts move onto the platform and firm models.\nRespond to trade-related questions from advisors promptly and coordinate with internal operations and the investment team on day-to-day account activity, including data pulls to support model changes and portfolio reviews.\nMonitor account drift against assigned models and build and maintain recurring reporting, including dispersion and drift reviews, cash, money market, holdings reports, and reconciliation files.\nWrite and maintain procedures for recurring work and keep a clear written record behind trades and exceptions.\nTrade Execution:\nExecute daily trade requests in Orion Eclipse across equities, bonds, exchange-traded funds (ETFs), and mutual funds accurately and on time.\nTrade accounts assigned to a model, keeping holdings in line with model targets.\nRaise cash for distributions, fees, and client requests, and invest incoming contributions and new money to the assigned model.\nTrade in line with the firm's approach, client guidelines, and regulatory requirements, including managing the tax impact for clients.\nProvide desk coverage during time off, periods of market volatility, and high-volume trading days.\nAutomation & AI:\nOwn a share of the desk's automation work: identify manual and repetitive steps in the daily trading process and rebuild them to reduce time and errors.\nDesign, test, and document AI-assisted workflows and agents for reconciliation prep, exception reporting, data validation, and routine documentation.\nQualifications:\nRequired:\nOne to three years of experience in trading, trade operations, or investment operations at an RIA, wealth management firm, or asset manager.\nHands-on experience trading in model-based rebalancing or trade order management software - Orion Eclipse, Tamarac, iRebal, TRX, Envestnet, or similar.\nHands-on experience with at least one major custodial platform - Schwab, Fidelity, Pershing, Altruist, or similar.\nHighly proficient in Excel, with demonstrated ability to work through large data sets accurately.\nBachelor's degree in finance, economics, accounting, business, mathematics, statistics, or a related field.\nSIE and applicable Series licenses, or the ability to obtain them within three months of hire.\nPreferred:\nExperience with Python for data work - reading, reconciling, and validating trade and position files; no software engineering background required.\nDemonstrated use of tooling to remove manual steps from a recurring process - Power Query, advanced Excel automation, macros, scripting, or similar.\nHands-on use of AI tools, including any experience designing or configuring AI-assisted workflows or agents.","description_format":"text","description_chars":4627,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Audit & Assurance Firms","Accounting & Bookkeeping Services","Tax Advisory & Preparation"],"lifecycle":[{"event":"open","at":"2026-10-15T22:21:31Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"green card filings: 1","filings_12m":0,"filings_prev_12m":1,"green_card_filings_12m":1,"median_offered_wage_usd":112500,"route":null,"cap_exempt":false,"checked_at":"2026-10-15T11:24:14+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":63,"band":"ok","label":"Likely open","p_open":1,"p_active":0.632,"p_room":1,"age_days":3,"expected_fill_days":54,"reasons":["conf:1","stale_co","velocity","win:early","comp:junior,brand"],"computed_at":"2026-10-19T05:45:15Z"},"pay":null,"html_url":"https://alion.io/job/aprio-associate-trader-wealth-management","json_url":"https://alion.io/job/aprio-associate-trader-wealth-management.json","meta":{"generated_at":"2026-10-19T21:20:47Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":401,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":4900},"rest":"https://alion.io/mcp/rest/get_company?id=4900"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Faprio-associate-trader-wealth-management"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Faprio-associate-trader-wealth-management"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Faprio-associate-trader-wealth-management"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/aprio-associate-trader-wealth-management\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Faprio-associate-trader-wealth-management"}]}