About the role
At XYPN Sapphire, our mission is to help advisors live their great lives by allowing them to focus on the work they do best. As a Trading Specialist, you'll play a critical role in delivering on that promise.
You will be responsible for executing trades, supporting portfolio rebalancing activities, resolving trade-related issues, and helping ensure our advisors receive exceptional operational support. This role is ideal for someone who enjoys detail-oriented work, thrives in a fast-paced environment, and takes pride in delivering accurate results.
While the majority of your day will be focused on trading and investment operations, you'll also contribute to broader initiatives that support the continued growth and success of XYPN Sapphire.
Where We Hire: We’re excited to review applications from across the U.S., but we give priority to candidates residing in the following states: AZ, CA, CO, FL, GA, IL, IN, MA, ME, MI, MN, MT, NC, NE, TX, UT and WI
What you'll be doing
Execute advisor trade requests accurately and within established service-level expectations
Process trade instructions and implement system-recommended portfolio rebalances
Review proposed trades for accuracy and suitability before execution
Submit trades for execution through custodial platforms and monitor trade status and allocations
Research and resolve trade exceptions and corrections
Respond to trading-related inquiries from internal service teams in a timely manner
Produce portfolio analyses and reports as requested by advisors and internal stakeholders
Maintain model portfolio marketing materials and supporting documentation
Track work and maintain workflow visibility through monday.com
Support the Investment Policy Committee through research, reporting, and administrative tasks as needed
Contribute to process improvement initiatives that increase efficiency, accuracy, and advisor satisfaction
Measurables:
Trade accuracy and attention to detail
Timely execution of advisor requests & adherence to service-level agreements
Contributions to operational efficiency and process improvements
The Deets:
Start Date: Immediately
Status: Full-time (40-45 hours per week with flexible schedule)
Location: Remote and/or Bozeman, MT
Overtime Status: Non-exempt (i.e., overtime eligible)
Team: XYPN Sapphire
Reports To: Director of Investment Services
Direct reports: None
Travel: Up to 10% travel (e.g., 2-3 weeks /year) required for team retreats and other company events
What you'll bring to the table:
(If you think, “I only meet 80% of these qualifications,” still apply!)
0–3 years of experience at an RIA, custodian, broker-dealer, or other financial services firm
Exceptional attention to detail and a strong commitment to accuracy
Ability to identify discrepancies and proactively resolve issues
Strong organizational and time-management skills
Comfort working in a deadline-driven environment
Ability to manage competing priorities and adapt as needs change
Tech-savvy with the ability to quickly learn new systems and software
Self-motivated and comfortable managing your workload independently
Strong written and verbal communication skills
A process-oriented mindset and desire to continuously improve how work gets done
Legally authorized to live and work in the United States without present or future need for sponsorship.
What would make us drool:
Experience using Orion and Eclipse trading software
Experience working with Charles Schwab as a Custodian
Progress toward the CFA designation or interest in pursuing advanced investment credentials
XYPN welcomes applications from individuals who may have had nontraditional career paths, or who may have taken time off for family reasons (e.g., children, caring for disabled or elderly family). We encourage applications from minorities, women, individuals with disabilities, protected veterans and all other qualified applicants
Compensation & Benefits:
$63,000 - $78,000 Annually
All team members at XYPN are owners! We offer a 100%- employer-funded Employee Stock Ownership Plan (ESOP).
Unlimited vacation days to maintain work-life harmony (we require that you take a minimum of 3 weeks of vacation per year)
9 paid holidays (we offer flexible holidays!)
401(k) with match; you put in 6%, and we put in 4.5%.
12 weeks paid parental leave for the birth or adoption of a child.
Health insurance w/ employer contribution.
Dental, Vision, Voluntary Life and AD&D, and Accident insurance options.
Pet insurance availability
Health Savings & Flex Spending (Health, Limited & Dependent Care) Accounts available
Employer-paid Life and AD&D insurance.
Employer-paid Long Term Disability coverage.
Up to $150/month to cover the cost of working with a financial planner, plus up to $500 toward the upfront fee.
$2000/year (prorated by start date) to put towards professional development
$250/quarter to spend on yourself specific to our core value of "Be Well Being You.”
$500 donated to a non-profit organization of your choice when you volunteer 40 hours within the calendar year.
A sabbatical program that includes a cash bonus and extra time off at 5, 10, and 15 years.
Subsidized employer-sponsored childcare through our internal child care program. (Subject to availability)
Various Gym discounts
Company-owned laptop computer provided (Apple Products).
XYPN believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.