Hybrid Trade Operations Manager - Lead Trading & Risk

AssetMark

Charlotte (NC)

Hybrid

USD 110,000 - 130,000

Full time

14 days+

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Benefits offered by this job

Hybrid work schedule
401K match
Competitive benefits

Job summary

AssetMark seeks a Manager, Trade Operations to lead a trading team for a $160B+ wealth platform. You will execute trading strategy, strengthen controls, and reduce risk while coaching traders and driving process improvements.

The role supports hybrid work near Charlotte, NC or Phoenix, AZ, with focus on performance metrics, cross-functional collaboration, and delivering client outcomes. 8+ years in financial services and a Finance degree are preferred.

Qualifications

  • 8+ years in financial services with trade operations or managed accounts.
  • Bachelor's degree in Finance or equivalent experience.
  • Licenses/certifications such as Series 7/24 are preferred.

Responsibilities

  • Oversee a team of traders to execute trades timely and accurately.
  • Drive process improvements and manage risk metrics and controls.
  • Coach, develop, and empower traders for growth.
  • Lead cross-functional initiatives to support operations and tech.
  • Write clear business requirements and review testing results.
  • Support change management and scalable trading workflows.

Skills

Trading workflows
Operational risk
Cross-functional leadership
Data visualization
Excel
Model-based trading
UMA/SMAs
Portfolio trading
Leadership coaching
KPI tracking

Education

Bachelor's degree in Finance
Series 7/Series 24 certifications

Tools

Tableau
Power BI
Excel

Job description

AssetMark seeks a Manager, Trade Operations to lead a trading team for a $160B+ wealth platform. You will execute trading strategy, strengthen controls, and reduce risk while coaching traders and driving process improvements.

The role supports hybrid work near Charlotte, NC or Phoenix, AZ, with focus on performance metrics, cross-functional collaboration, and delivering client outcomes. 8+ years in financial services and a Finance degree are preferred.

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