Trading and Operations Associate
- Manage day-to-day trading tasks and rebalancing within our managed portfolio services, ensuring efficient and accurate trade execution
- Allocate accounts to models, handle advisor requests, and communicate key portfolio information
- Assist in all aspects of Black Diamond: establish data feeds with multiple custodians to accomplish business objectives (reporting, billing, model creation and management, trading, and data integration)
- Assist the compensation team with data gathering, fee calculations, and related support functions
- Identify and implement process improvements to increase efficiency within the trading team
- Collect and reconcile data from multiple sources to ensure accuracy and regulatory compliance
- Demonstrate a high-level understanding of custodian capabilities and available resources to effectively support advisors
- Collaborate with other members of the trading team to ensure required tasks are completed through effective communication
If the positions listed above don’t suit you, but you’re interested in working for Visionary Square, please submit your resume to keep on file for future opportunities. Don’t forget to check out our careers page regularly for new openings!
Currently, there are no open positions available at Visionary Square. However, we encourage you to submit your resume to keep on file for future opportunities. Please fill out the form below and select your department of interest.
We love what we do because it matters
Every day, our team shows up with a shared purpose: helping independent advisors succeed and building something meaningful together.
We collaborate across teams, celebrate wins (big and small) and genuinely enjoy working together.
If you’re looking for a place where your work has impact, and your teammates have your back, you’ll feel at home at The Square.
What you can expect working at The Square
Autonomy & Ownership
Take ownership of projects from start to finish, allowing for greater creative control and responsibility.
Fast-Paced Learning Opportunities
Gain hands-on experience and quickly develop new skills as the company scales.
Collaborative Environment
Work across multiple departments to gain broad business exposure and expand your skillset.
Hybrid Work Schedule
Enjoy flexibility with a blend of remote work and in-office collaboration, allowing you to manage your time and stay connected with the team.
Competitive Benefits
Receive comprehensive compensation package, including health and retirement benefits.
Work-Life Balance
Maintain balance with generous paid time off and paid holidays, ensuring you have the flexibility to recharge and spend time on what matters most.