Senior Trader – Investment Team (Equities & Derivatives) en Larson Wealth Partners, LLC

Description

 Location: Indianapolis, IN 

About the Role
Larson Financial Holdings is seeking a Senior Trader to join our Investment Team and take ownership of day-to-day execution across equities and derivatives. This role blends portfolio implementation, options overlays, and tactical trading inside a growing investment platform serving high-net-worth and ultra-high-net-worth families. 

You’ll translate investment strategy into live positions: managing equity trades, executing options strategies, and helping refine our firm’s trading processes. The ideal candidate combines institutional trading discipline with a collaborative, team-based mindset. 

Key Responsibilities 

Trading & Execution 

• Execute equity and derivative trades across client portfolios, ensuring precision, speed, and best execution. 
• Manage order flow, allocations, and liquidity across custodial platforms (primarily Schwab). 
• Implement and roll options overlays including covered calls, basis trades, and hedging positions. 
• Support rebalancing, cash management, and portfolio transitions for new and existing clients. 

 Portfolio Implementation & Coordination 

• Work with portfolio managers to translate investment decisions into account-level trades. 
• Manage tax-sensitive trading — including loss harvesting, holding period awareness, and short/long gain optimization. 
• Align equity and options positions with target exposures and firm-level investment views. 

Process & Program Development 

• Help enhance trade workflows, automation, and reporting systems for greater scale and transparency. 
• Monitor margin, collateral, and exposure to ensure adherence to client risk guidelines. 
• Contribute to the build-out of data tools that connect portfolio performance, risk, and tax impact. 

Collaboration & Oversight 

• Partner closely with the Investment Team, Operations, and Compliance to maintain accuracy and control. 
• Provide trading insight and feedback to inform future strategy and platform improvements. 
• Document and communicate trading activity clearly to both internal teams and leadership. 

Requirements

• 3–5 years of equity and options trading experience within an RIA, asset manager, or hedge fund 
• Series 63 (Series 7 preferred) 
• Deep understanding of equity markets, derivatives, and risk management 
• High attention to detail under pressure; execution-first mindset 
• Strong communication skills and team orientation 

Preferred

• Experience managing multi-account overlays or implementing firm-wide rebalances 
• Degree in Finance, Economics, or related field 
• Experience with Schwab systems (Advisor Center, OMS, or OMS API tools) 
• Python, C++, MatLab or Excel VBA for automation/reporting 
• Series 24 or prior supervisory experience 

What We Offer 

• Direct impact on portfolio implementation and client outcomes. 
• Exposure to complex investment strategies across public and private markets. 
• Collaborative team environment focused on continuous improvement and innovation. 
• Competitive compensation with performance incentives and growth potential. 

Larson offers a generous employee benefits & perks package:

• Profit Sharing Bonus Program
• 401(k) Employer Match up to 4%
• Medical Insurance (HDHP HSA plans are 100% paid for the employee)
• ER PD Telehealth
• Dental Insurance
• Vision Insurance
• ER PD Life, Disability & EAP Insurance
• Supplemental Insurance
• Paid time Off (112 hours after 90 days)
• Holiday Pay (12 Holidays)
• Training & Education
• ER Events, Awards, Activities