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Open Positions

Trader & Advisor Solutions Partner

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Location: Fully Remote

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About Sage Trading Collective

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Founded in 2025, Sage Trading Collective is a fast-growing, women-owned firm providing expert outsourced trading and portfolio management services to independent RIAs and CFP® professionals. Our transparent hourly billing model helps advisory firms reduce operational overhead while maintaining full control of their client relationships.

We function as a seamless extension of our clients’ teams, prioritizing precision, compliance, and process-driven execution, and are committed to supporting independent advisors by building scalable trading systems that allow them to grow with confidence. 

 

The Role

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The Trader & Advisor Solutions Partner will be an early and instrumental member of the Sage team. You will deliver the precision execution that defines our value while also contributing to the refinement of our processes and the growth of the firm.

We are seeking an entrepreneurial professional who combines strong technical trading expertise with confidence in client-facing environments. The ideal candidate is comfortable engaging with prospective advisors, representing Sage in introductory meetings, and leading a thoughtful, organized onboarding experience.

This role is best suited for someone who thinks like an owner — someone who takes initiative, contributes ideas, and is motivated by helping build scalable systems within a mission-driven, women-owned business.

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Key Responsibilities

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Client Partnership & Onboarding

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  • Serve as a professional point of contact for advisor trading and operational requests.

  • Confidently participate in introductory meetings with prospective clients and articulate Sage’s trading philosophy, process, and value proposition.

  • Lead new client onboarding by gathering necessary information, documenting procedures, and implementing trading workflows within the advisor’s existing tech stack.

  • Collaborate with custodians (Schwab, Fidelity, Altruist) and technology partners to resolve issues efficiently.

 

Process Ownership & Firm Development

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  • Take ownership of assigned advisor relationships and trading workflows.

  • Contribute to the development, documentation, and refinement of standardized trading procedures to enhance scalability.

  • Provide informed input on trading best practices, operational efficiencies, and system improvements.

  • Identify opportunities to strengthen client experience and support the continued growth of Sage.

 

Trade Execution & Portfolio Management

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  • Execute daily trades (ETFs, equities, mutual funds, fixed income) across multiple custodial and portfolio management platforms.

  • Implement rebalances, model allocations, cash raises, and one-off trade requests with precision and timeliness.

  • Perform next-day reconciliation to ensure accuracy and promptly resolve discrepancies or settlement issues.

  • Monitor portfolios for drift, liquidity needs, and alignment with client-specific Investment Policy Statements.​

 

Tax-Aware & Specialized Trading

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  • Proactively identify and execute tax-aware trading strategies, including tax-loss harvesting and lot-level optimization.

  • Manage account-level complexities such as restrictions, legacy holdings, carve-outs, RMD tracking, and dollar-cost averaging schedules.

  • Exercise strong judgment in balancing tax efficiency, compliance, and client objectives.

 

Required Qualifications & Skills

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  • 2–3+ years of experience in wealth management, trading, or investment operations.

  • Demonstrated experience trading client portfolios using professional portfolio management software.

  • Working knowledge of Tamarac and other trading platforms (Orion Eclipse, iRebal, Black Diamond) and major custodians (Schwab, Fidelity, Altruist, Raymond James) strongly preferred.

  • Strong understanding of tax implications related to trading and the ability to execute with meticulous accuracy.

  • Comfort operating independently in a growing entrepreneurial environment.

  • Ability to manage client relationships professionally while contributing to process improvement and firm growth.T

  • Current Series 65 license required.

 

Position & Compensation

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This is a full-time, exempt position reporting to Laura Nowinski, Founder & Principal Trader.
Starting annual salary: $72,800.

To apply, please submit your resume and letter of interest to Laura@sagetradingcollective.com with the subject line “Trader & ASP”

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