Why Choose RKL?
RKL offers a comprehensive benefits package as well as an ability to work with your day to day life. This includes:
Who We Are and What We Do
We are RKL, a leading advisory firm that helps organizations and their leaders take on everyday challenges and opportunities while preparing them for whatever comes next in their business.
RKL aspires to be a collaborative organization working for the collective success and benefit of one another, our clients and our communities.
About the Position
The Wealth Analyst-Trading role is primary responsibility for supporting the team in delivering investment management services to our clients. This includes opportunities to work closely with other teams in wealth management – Planning, Advisory, Client Service and Operations. The successful candidate will participate in extensive research, analysis, and reporting with a focus on trading to support the team in making accurate and reliable investment recommendations.
Responsibilities
· Review and create trade orders and execute trades in support of portfolio management and trading operations
· Support Sr. Trader with trading operational activities which includes managing cash positions, raising cash for withdrawals and fees, rebalancing client portfolios, buying and selling fixed-income positions
· Conduct client portfolio review and analysis to support investment recommendations and to ensure assets are deployed according to the appropriate strategy
· Review client accounts alongside portfolio managers to ensure allocation matches requests, propose trades and track target allocations
· Conduct research and analysis on global financial markets, various asset classes and individual securities to assist in developing investment strategies
· Coordinate with team members across the firm to conduct research, analyze data and make recommendations as part of ensuring an exceptional client experience
· Work closely with management, team leads and other service lines in support of delivering comprehensive wealth management services
· Identify, automate, and communicate to management basic process improvements that increase efficiency and quality of service
· Carry out duties in compliance with all state and federal regulations and guidelines; comply
· Develop short and long term goals with the ability to execute effectively
· Actively listen to team members to understand their needs; respond to requests in a timely manner; provide appropriate resolution of conflicts
· Maintain confidentiality with external client information as well as internal employee and firm information
The ideal candidate for this role would have a Bachelor's degree in fields such as Finance, Accounting, Economics, or Business Management. Those with an inclination towards the trading sector, and an ambition to progress in it, would find this role attractive. Skills in Excel, an Order Management System, along with experience with Charles Schwab, would be a valuable addition.
If you are passionate about the work you do and want to join an amazing team that will invest in your future, we want you here ! For more information regarding our open position and the services we provide, visit our website at
RKL is an equal opportunity employer and considers all qualified applicants equally without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, or disability status.
...Senior Serviceability Development Principal Engineer Our customers system requirements are usually highly complex. Bringing together hardware and software systems design, Systems Development Engineering operates at the very cutting edge of technology to meet them....
...ACHIEVEability. As we approach our 45th anniversary, we are looking to grow our budget to effectively meet the needs of our neighbors. The Grants Manager is an integral part of our strategy to achieve our FY 2026 and beyond financial goals. We have a $4 million budget entering FY...
...Job Description \n \n\n\n Senior HR Generalist, Enterprise Functions \n \n Work... ...critical role effectively managing HR process execution, providing coaching to leadership, and... ...HR support focused on areas including recruitment and selection, performance management, employee...
...Program Overview Enterprise-level services curated to meet current and future evolving needs, including roles in areas like graphic design, content management, multimedia, data visualization, public affairs, training, records management, and policy strategy. About...
Come and join the magic with Aulani, A Disney Resort and Spa! Perks and benefits may include: ~100% full coverage of healthcare for you and your eligible dependents (Full-time only)~ Tuition paid upfront at network schools ~ Free lunch ~ Free parking ~ Free theme...