8+ years of experience in portfolio trading, investment operations, wealth management, asset management, managed accounts, or a related financial services environment, including meaningful experience with model-based trading, portfolio rebalancing, UMAs, SMAs, or other multi-account trading environments. 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.