Outsourced Trading Desk Continuity Specialist

Jefferies

New York (NY)

On-site

USD 135,000 - 165,000

Full time

9 days ago

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Benefits offered by this job

Annual discretionary incentive

401(k)

Health/dental/vision coverage

Paid time off

Job summary

Jefferies is seeking a detail-oriented professional to support the Outsourced Trading Desk Continuity function in New York. You will coordinate client onboardings, broker relationships, and OMS integrations, acting as a key liaison with clients, brokers, and internal teams.

The role requires 2–3 years of industry experience, familiarity with trade lifecycle, and ideally SIE/Series certifications. You will work closely with technology to enhance platform capabilities and resolve settlements

Qualifications

2–3 years of industry experience.
Detail-oriented with strong focus and time management.
Able to handle multiple requests within a team.
SIE, Series 7, Series 63 certifications ideal.
Bloomberg knowledge preferred.
Knowledge of OEMS systems and trade lifecycle.

Responsibilities

Coordinate new client onboardings and third-party OMS integrations.
Set up broker relationships and manage client commission schedules and broker wallets.
Serve as escalation point for internal OTD inquiries and trading continuity issues.
Act as client-facing relationship manager with each client’s COO for Q&A and setup questions.
Coordinate broker setups, connectivity, and documentation.
Organize and host new client calls with clients and internal stakeholders.
Maintain blocks, trading rules, fix tags, and OTD toolbars in Eze RealTick.
Collaborate with technology to address client inquiries and drive platform enhancements.
Oversee broker trade settlement breaks, both foreign and domestic.