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Portfolio Trader

Indianapolis, IN, US • Posted 1 day ago • Updated 8 hours ago

Full Time

On-site

Fitment

Dice Job Match Score™

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Job Details

Skills

Equities
.NET
Cash Management
Investments
Optimization
Program Development
Workflow
Reporting
Taxes
Collaboration
Regulatory Compliance
Leadership
Trading
RIA
Risk Management
Attention To Detail
Communication
Customer Service
Finance
Economics
Oracle Management Server
API
Management
Continuous Improvement
Innovation
Pure Data
Insurance
Training

Summary

Description:
Location: Indianapolis, IN

About the Role
Larson Wealth Partners, LLC, is seeking a Portfolio Trader to join our Investment Team and take ownership of day-to-day execution across equities. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families.

You'll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm's trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset.

Responsibilities:

Trading & Execution

Execute equity trades across client portfolios, ensuring precision, speed, and best execution.
Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab).
Support rebalancing, cash management, and portfolio transitions for new and existing clients.
Deep understanding of our investment philosophy and the investments we use.

Portfolio Implementation & Coordination

Work with portfolio managers to translate investment decisions into account-level trades.
Manage tax-sensitive trading - including loss harvesting, holding period awareness, and short/long gain optimization.
Align equity and options positions with target exposures and firm-level investment views.

Process & Program Development

Help enhance trade workflows, automation, and reporting systems for greater scale and transparency.
Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines.
Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact.

Collaboration & Oversight

Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control.
Provide trading insight and feedback to inform future strategy and platform improvements.
Document and communicate trading activity clearly to both internal teams and leadership.

Requirements:

2 - 4 years of equity and options trading experience within an RIA, asset manager, or hedge fund
Series 63 (Series 7 preferred)
Deep understanding of equity markets and risk management
High attention to detail under pressure; execution-first mindset
Strong communication skills and team orientation
Experience working with RIAs and Independent Financial Advisors a plus
Desire to take ownership and provide the best customer service in the industry

Preferred experience

Experience managing multi-account overlays or implementing firm-wide rebalances
Degree in Finance, Economics, or related field
Experience with Schwab systems (Advisor Center, OMS, or OMS API tools)

What We Offer

Direct impact on portfolio implementation and client outcomes.
Exposure to complex investment strategies across public and private markets.
Collaborative team environment focused on continuous improvement and innovation.
Competitive compensation with performance incentives and growth potential.

Larson offers a generous employee benefits & perks package:

Profit Sharing Bonus Program
401(k) Employer Match up to 4%
Medical, Dental, Vision Insurance (HDHP HSA plans are 100% paid for the employee)
ER PD Telehealth
ER PD Life, Disability & EAP Insurance
Supplemental Insurance
Paid time Off (112 hours after 90 days)
Holiday Pay (12 Holidays)
Training & Education
ER Events, Awards, Activities

PI7b3b08f78164-4

Employers have access to artificial intelligence language tools (“AI”) that help generate and enhance job descriptions and AI may have been used to create this description. The position description has been reviewed for accuracy and Dice believes it to correctly reflect the job opportunity.

Dice Id: jobtfeed
Position Id: 7b3b08f78164-30632-40231984
Posted 1 day ago

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