Top Finance Jobs in San Francisco Bay Area, CA

7 Days AgoSaved
Easy Apply
Remote or Hybrid
United States
Easy Apply
100K-115K Annually
Senior level
100K-115K Annually
Senior level
Fintech • Software
Executes and manages trades for SMA, UMA, MSP, and model-only accounts. Generates block trade orders, processes account maintenance and model changes, routes orders for execution, performs pre- and post-trade controls, reviews executions, reconciles trades, and supports sponsor connectivity. The role also identifies trading-process improvements and ensures client service-level requirements are met.
Top Skills: Cg Trade ConnectEnvestnet Manager PortalFiserv MmsInvestcloudMS OfficeVestmark
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