Manager, Trading

Job Description: The Job/What You’ll Do The Manager, Trading will lead and develop a team of traders and portfolio implementation professionals responsible for trading and implementing investment strategies across AssetMark’s large-scale wealth management platform. This role oversees model-based trading, portfolio rebalancing, managed accounts, and unified managed account environments while ensuring trades are executed accurately, efficiently, and in accordance with investment intent, client requirements, and operational controls. The role owns the trading control environment, including procedures, performance metrics, risk monitoring, and operational performance. This leader will help scale the trading function by improving workflows, strengthening controls, reducing cycle time and operational risk, and enhancing the systems and processes used to support advisors and their clients. The role will partner closely with Trading leaders, Investment Solutions, Product Engineering, Compliance, and other business teams to implement new capabilities and ensure the trading organization is prepared for changing volumes, products, and business needs. The ideal candidate is a hands-on trading or portfolio implementation professional who enjoys improving how work gets done. This may be someone with prior formal management experience or a high-performing team lead who is ready to take the next step into people leadership. This position is based in Charlotte, North Carolina and follows a hybrid work schedule. Candidates must be located in or willing to relocate to the Charlotte area. Responsibilities Trading and Portfolio Implementation Lead the timely, accurate, and controlled implementation of investment strategies across client accounts, model portfolios, UMAs, and other managed account structures. Oversee portfolio rebalancing, trade execution, allocations, cash management, trade error resolution, and related workflows. Monitor trading volumes, capacity, service levels, and risk indicators to ensure the team can support business growth. Ensure trading activity reflects investment intent, client requirements, applicable policies, and best execution standards. Process Improvement and Scale Evaluate trading workflows, identify inefficiencies and control gaps, and lead improvements that increase scalability, accuracy, and speed. Ongoing review and improvement of standardized procedures, operating practices, metrics, and governance routines for a growing trading organization. Partner with Product Engineering and business stakeholders to improve platforms, automate manual processes, and enhance data integrity. Anticipate the operational impact of new products, investment strategies, platform changes, and volume increases. Team Leadership and Cross-Functional Delivery Lead, coach, and develop a team of traders and portfolio implementation professionals while building a culture of accountability and continuous improvement. …