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Trading Specialist

Chicago, IL



GeoWealth is a leading financial technology and turnkey asset management platform (TAMP) that delivers a comprehensive and fully integrated wealth management technology platform to professionals in the financial services industry. We are currently searching for a Trading Specialist to join our rapidly growing team. The successful candidate will be a self-starter with a positive attitude and ability to be a team player.


  • Build and maintain client and third-party models
  • Use propriety software to assist with portfolio onboarding, transitioning, and trading
  • Work alongside our Head of Trading to use proprietary trading software to generate trades for model updates, regularly scheduled rebalances, and ad-hoc requests
  • Accurately execute client-initiated trade requests such as raising cash, injecting cash, investment changes, tax-loss harvesting, etc.
  • Review client account data to create regularly scheduled and ad-hoc reports
  • Communicate on a regular basis with advisors and custodians


  • 2+ years of experience in financial services (TAMP/RIA preferred)
  • Bachelor’s Degree (Finance, Accounting, Business or Economics degree preferred)
  • Experience in a fast-paced environment and ability to prioritize in order to meet tight deadlines
  • Familiarity with model portfolios and block trading ETFs, Equities, and Mutual Funds
  • Exemplary problem-solving and organizational skills with the ability to work autonomously and proactively meet client needs
  • Experience working with an Order Management System (OMS) and Portfolio Rebalancing Software such as Morningstar tRx, Tradewarrior, iRebal, or Tamarac strongly preferred
  • Extreme attention to detail and a proven high level of accuracy in work product are expected
  • Experience working with a large custodian (e.g. Charles Schwab, TD Ameritrade, Fidelity, Pershing, Raymond James, LPL) strongly preferred
  • Proficiency in Excel required (knowledge of macros and VBA a plus)
  • Series 65 preferred


  • Competitive salary with opportunity for performance-based annual bonus
  • Medical, Dental, and Vision insurance
  • 401(k) with company match
  • FSA and transit benefits
  • Flexible PTO and work schedule
  • Modern office space on Chicago’s Magnificent Mile
  • Weekly catered lunches in the office, plus monthly happy hours
  • Stocked kitchen with snacks and drinks
  • Casual work environment with fun, hard-working, and open-minded coworkers

INCLUDE IN YOUR APPLICATION: resume, first name, last name, email address, phone number, position name.

GeoWealth is an equal employment opportunity employer and does not discriminate in its employment decisions on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, physical or mental disability, or on any other basis that would be in violation of any applicable federal, state or local law. Any offer of employment is contingent upon a background check.

Perks & Benefits

Competitive Salary and Bonuses

We strive to attract top talent and offer competitive salaries with performance-based bonuses

Frequent Team Outings

We make time to unwind and recharge with team happy hours and volunteering events

Flexible PTO and Work Schedule

We value work/life balance and empower employees to manage their own time

Convenient Office Location and On-site Gym

Our brand-new office is located in River North near public transit and has a free on-site gym

Medical, Dental, and Vision Insurance

We offer comprehensive health, dental, and vision benefits

FSA and Transit Benefits

Employees can contribute pre-tax dollars to our FSA and transit program

Stocked Kitchen and Weekly Lunches

We keep a fully-stocked kitchen with snacks and drinks, plus catered lunches every week

401k With Company Match

We offer a 401(k) plan with company-match and a broad selection of investment options

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