Hiring: Head of Wealth Management Trading Company: Cerity Partners Location: Louisville, KY Job Posted Time: 2026-09-03 14:27:26 Target Skills & Keywords : CFA, Digital Transformation, Fixed Income, Program Management, Salesforce, Wealth Management About the job Experience: •7+ years of trading or investment operations experience at an RIA, broker-dealer, or wealth management firm; demonstrated team leadership and RIA custodial management required Required Skills: •Manage and lead the firm’s dedicated central trading program — setting standards for execution quality, team accountability, and a service-first culture •Oversee trade execution, rebalancing, and reconciliation across participating wealth management portfolios •Partner with the Investment Office and Platform team on model implementation, strategy launches, UMA/SMA transitions, and portfolio construction initiatives •Lead development and adoption of AI-powered tools and reconciliation workflows to improve oversight across trading and advisor practice operations •Partner with Compliance on best execution policies, broker review, and trade error remediation •Manage and evolve the Salesforce trade case system as the primary communication channel between the trading team and advisor practices •Serve as the primary trading lead and escalation point for complex or time-sensitive executions, ensuring the team operates with speed, precision, and consistency across all custodial platforms •Develop and enforce trading protocols, desk procedures, and quality control standards that support a scalable, institutional-grade trading operation Qualifications: •Prolonged periods sitting at a desk and working on a computer •Able to lift up to 25lbs •Health, dental, and vision insurance – day 1! •401(k) savings and investment plan options with 4% match •Financial assistance for advanced education and professional designations •Opportunity to give back time to local communities Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!