Associate Trader - Avidian Wealth Solutions
Firm Overview
Avidian Wealth Solutions, founded in 2003, is a fast-growing, independent, 100% employee-owned registered investment advisory firm headquartered in Houston, TX. We deliver customized investment and financial planning solutions to families and institutions through a boutique, family-office experience. Our culture is grounded in five core values: Transparency, Collaboration, Accountability, Gratitude, and Impact.
Role Purpose
The Associate Trader is responsible for executing and optimizing trading operations across client portfolios while building scalable, technology-enabled processes that enhance accuracy, efficiency, and advisor experience.
Success in this role is defined not only by accurate trade execution, but by the ability to drive operational efficiency, improve advisor workflows, and contribute to a high-performing investment infrastructure.
What Success Looks Like (12-Month Outcomes)
Trading Execution & Accuracy
- Execute trades across all security types with high accuracy and minimal need for corrections
- Achieve best execution standards through effective use of block trading and order types
- Maintain same-day trade completion for standard requests and defined SLAs for complex trades
- Ensure full compliance with trading policies and audit requirements
Advisor & Investment Team Support
- Serve as a reliable trading partner to advisors and investment managers
- Reduce advisor follow-up inquiries related to trading through proactive and clear communication
- Deliver consistent, timely updates on trade status and execution outcomes
Process Improvement & Automation
- Identify and implement at least 3 workflow improvements or automations annually
- Leverage AI and technology tools to:
- Reduce manual processing time
- Improve trade accuracy and oversight
- Contribute to building a scalable trading infrastructure that supports firm growth
Data Integrity & Model Management
- Maintain accurate account models, restrictions, and allocations with high data integrity and minimal discrepancies
- Improve data organization and accessibility to enhance trading efficiency
- Support advisors in maintaining clean, structured portfolio data
Core Responsibilities
Trading Operations
- Execute, monitor, and reconcile trades across all asset classes using firm trading platforms
- Implement block trading strategies and specialized order types to optimize execution
- Coordinate with advisors and portfolio managers to ensure alignment on trade intent and timing
- Maintain compliance with all internal policies and regulatory requirements
Advisor & Portfolio Support
- Collaborate with advisors to implement and maintain portfolio models, restrictions, and allocations
- Support account setup and trading-related configurations
- Provide clear, timely communication on trade execution and issues
Data & Analytics
- Manipulate and organize trading and portfolio data to improve workflows
- Identify inefficiencies and recommend data-driven improvements
- Ensure high-quality data inputs across systems impacting trading
Technology & Automation
- Leverage Excel, trading platforms, and emerging AI tools to enhance efficiency
- Assist in developing automation solutions for repetitive trading and operational tasks
- Support ongoing enhancements to trading systems and integrations
Requirements
- Financial services experience
- Series 65, or Series 7 & 66
- Bachelor’s degree in finance, economics, or analytical field
- Strong quantitative and analytical skills
- Advanced proficiency in Excel
Preferred Qualifications
- Experience with Orion, Eclipse, Fidelity, Schwab, and Envestnet platforms
- Familiarity with databases, coding, or workflow automation
- Exposure to private equity and alternative investments
- CFA designation or progress toward completion
- Strong organizational, communication, and problem-solving skills
- Intellectual curiosity and a continuous improvement mindset
What Makes This Role Attractive
- Hands-on exposure to public and private market investment strategies
- Opportunity to work alongside a collaborative, high-performing investment team
- In-person experience in a premier office environment in City Centre, Houston
- Direct involvement in technology, automation, and AI-driven innovation
- Clear path to skill development and career progression
Avidian Core Value Alignment
This role is expected to consistently demonstrate:
- Accountability through precision and ownership of outcomes
- Transparency in communication and trade reporting
- Collaboration with advisors and internal teams
- Gratitude in daily interactions and team contributions
- Impact through continuous improvement and scalable solutions