Overview: The Portfolio Trading Strategist works on the Portfolio Onboarding and Trading Team. The Portfolio Trading Strategist’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Trading Strategist will conduct all daily, weekly, and monthly portfolio reviews.

Buckingham provides associates the opportunity to work a hybrid model. Teams are typically in the office 2 days per week and have the ability to work from home 3 days per week.

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Essential Duties and Responsibilities*

• Deep understanding of our investment philosophy and the investments we use.
• Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.
• Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.
• Cash Flow Planning and Cash Management:

• Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.
• Confirm accuracy of a client’s cash needs with advisory team on a periodic basis.
• Propose and execute plans for RMDs and any account cash flows.
• Perform review of cash to be invested or generated.
• Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.

• Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.
• Develops recommendations for client accounts for which we do not maintain discretion.
• Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors
• Effectively prioritize work to meet trade deadlines and service level agreements
• Other duties will be assigned as needed

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Required Skills and Experience*

Education and/or Work Experience

• 2 years of experience in financial services required
• Series 65 attained within 120 days of hire
• Experience working with RIAs and Independent Financial Advisors a plus
• Bachelor’s degree
• Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus

Specialized Skills

• Strong proficiency in Microsoft Applications
• Orion Software or Custodian website experience preferred
• Strong communication skills
• Desire to take ownership and provide the best customer service in the industry
• Energetic self-starter with an extremely positive, can-do attitude
• Strong organization skills with exceptional attention to detail
• Must work well in a team environment, supporting others and filling in as necessary
• Must be able to prioritize and switch tasks as needed

Buckingham’s Compensation and Benefits

This is a salaried position with an opportunity for an annual bonus and long-term incentives as well as a competitive benefits package and potential to purchase firm equity. Buckingham pays up to 100% of an associate’s medical and dental insurance premiums, life, long-term disability and accidental death insurance policies. We offer 12 weeks paid maternity, paternity and medical leave, empowered Paid Time Off to take as many PTO days as needed, profit sharing retirement plan, 401(k) plan, deductible reimbursement, tuition reimbursement, matching gifts and more.

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Who is Buckingham Wealth Partners?*

Founded in 1994, Buckingham Wealth Partners is comprised of Buckingham Strategic Wealth and Buckingham Strategic Partners. For investors, we offer Buckingham Strategic Wealth, a Registered Investment Advisor (RIA) firm with a nationwide presence that delivers wealth solutions through comprehensive, values-based financial planning and an investment approach built on evidence and facts. For advisors, we offer Buckingham Strategic Partners, a comprehensive wealth management platform that delivers practice support and management services engineered to free up an advisor’s workday so they can spend more time helping clients achieve their dreams of financial prosperity.

Buckingham employs more than 500 associates in over 40 office locations nationwide.

Buckingham Wealth Partners is an Equal Opportunity Employer. We believe that diversity, equity and inclusion among our associates is critical to our core ‘Passion To Do Right’ and our collective success. All employment related decisions are based on ability, performance, and organizational needs without regard to age, citizenship, color, physical or mental disability, marital status, national origin, race, religion, sex, sexual orientation, gender identity, military or veteran’s status, genetic information or any class protected by applicable law or ordinance.

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Buckingham’s Awards & Accolades*

• Top Workplace in St. Louis, St. Louis Post Dispatch, 2022, 2021, 2020, 2019, 2018, 2017, 2016
• Top RIA Firms, Barron's, 2021, 2020, 2019, 2018, 2017
• Top 25 RIA, Financial Advisor Magazine, 2021, 2020, 2019, 2018, 2017
• Top 50 Fastest-Growing Firms, Financial Advisor Magazine, 2020, 2019
• Top Registered Investment Advisers, Financial Times, 2020, 2019
• Top 100 Wealth Managers, Forbes, 2015
• Top Grower in Missouri in 2022, Citywire RIA
• No. 6 on RIA Channel’s 2021 Top 100 Wealth Managers List

Job Type: Full-time

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