Senior Manager, Settlements & Operations

Altruist; Dallas (TX); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid work schedule

Competitive pay

Premium healthcare

401k savings plan

Generous paid parental leave

Professional growth opportunities

Wellness programs

Company perks program

Financial guidance program

Job summary

Altruist is seeking a Senior Manager of Settlements based in Dallas, TX. In this role, you will lead and elevate the Settlements team, ensuring seamless trading and reporting processes while collaborating with various departments. An ideal candidate will have over 8 years in brokerage operations, with strong leadership skills and relevant securities licenses. Altruist offers a hybrid work environment and a competitive benefits package, making a significant impact in the financial advice industry.

Qualifications

• 8+ years in brokerage operations, with 4+ years in management.
• Proven track record of leading high-performing teams.
• Holds series 7, 24, and 53 licenses.

Responsibilities

• Lead and mentor Settlement Analysts.
• Manage daily settlement operations and mitigate risks.
• Collaborate with internal and external teams to resolve issues.

Skills

Team leadership

Brokerage operations

Technical aptitude

Creative problem solving

Communication

Education

Bachelor's degree in a relevant field

Tools

DTC

NSCC

Obligation Warehouse

SMART Track

Job description

Altruist is seeking a Senior Manager of Settlements based in Dallas, TX. In this role, you will lead and elevate the Settlements team, ensuring seamless trading and reporting processes while collaborating with various departments. An ideal candidate will have over 8 years in brokerage operations, with strong leadership skills and relevant securities licenses. Altruist offers a hybrid work environment and a competitive benefits package, making a significant impact in the financial advice industry.