Summary:
Exencial’s Equity Options PM/Trader role is an integral part of our Investment Team, leading strategy and trading to manage customized covered call portfolios. This person will interact proactively with the Wealth Advisor Team to discuss investment plans and strategy for clients. Additionally, the Options PM assists the Business Development Team with client prospect solutions and presentations. This position collaborates as part of the Investment Team to support firmwide and client financial market communications.
Job Duties:
Work directly with Advisors, Business Development, and Investment Teams to implement custom covered call strategy and support client service/new business development efforts.
· Formulate investment plans for custom covered call portfolios
· Trade execution to implement covered call strategies
· Support Advisors to develop client-specific plans and with client service requests
· Support Business Development efforts
· Collaborate with broader Investment Team on Advisor communications and support
Ideal Candidate Profile:
· Options strategy management and trading experience
· Detail Oriented
· Excellent Communication Skills
· Service-Minded
· Team Player, Collaborative
Qualifications:
· Bachelor’s Degree
· 3 -5 years minimum of professional options trading and options strategy management
· Extensive knowledge of domestic financial markets and investments
· Proficiency in Microsoft Excel and Bloomberg
· Series 7 and 65 required
· Exemplary written and verbal communication
Preferred Experience:
· CFA Charterholder
· Prior experience within an RIA environment
· Salesforce experience a plus
About Exencial Wealth Advisors:
Exencial Wealth Advisors is a comprehensive financial planning firm providing advice on tax, financial planning, investment management, and estate planning. We put our clients’ needs first and foremost because we believe that driving their success drives ours as well.
Exencial manages around $5.5 billion in Oklahoma, Texas, North Carolina, Connecticut, Florida, California, and Ohio with around 110 employees. We are pursuing growth both organically and inorganically as we focus on building a great company, with great people, driving great results.
Join us in serving clients as a fiduciary!
Exencial provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, national origin, protected veteran status, or disability status.
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