Senior Trader - Investment Team (Equities & Derivatives) Job at Larson Wealth Partners, LLC, Indianapolis, IN

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  • Larson Wealth Partners, LLC
  • Indianapolis, IN

Job Description

Job Description

Job Description

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

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