Hybrid Trade Execution Lead

Focus Partners Wealth

St. Louis, Northern (MO, KY)

Hybrid

USD 75,000 - 95,000

Full time

14 days+

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Benefits offered by this job

Hybrid work schedule

Job summary

Focus Partners Wealth is seeking a Trade Execution Manager to oversee day-to-day trade execution and operations, ensuring accurate transmission of orders to custodians and resolution of trade errors. The role supports trading activity and maintains action items for the team in a hybrid work environment.

The candidate will review trades, communicate with advisors, and assist with complex trades, working closely with custodians.

Qualifications

Minimum 2 years of experience in financial services.
RIAs/Independent Advisors experience a plus.
Bachelor's degree required.
Proficiency with Microsoft Office products.
Experience with trading platforms preferred.

Responsibilities

Transmit trades through our Trading platforms.
Review, process, and document trade errors.
Answer incoming advisor questions regarding trades and trade correction.
Reconcile trades to ensure proper execution and identify unexecuted orders.
Assist Portfolio Trading Strategists and Advisors executing complex trades (Illiquid Investments, Options, Large Block Trades, Restricted Stock).
Work with Custodians via Phone/Email to rectify NIGO items.
Conduct security research as needed.
Assist with other Trading Operations processes.