Senior Margin Risk & Business Optimization Lead

Safra National Bank; New York (NY); On-site; USD 150,000 - 190,000; Full time

Job summary

Safra National Bank seeks a Senior Manager of Margin Risk and Business Optimization to own the client margin ecosystem and govern house margin rules. This hands-on role requires building real-time exposure tracking, reducing back-office gaps, and aligning margin parameters with the firm’s Net Capital position.

Collaboration with Treasury and operations is essential for liquidity and risk control. The ideal candidate demonstrates 7–10 years in margin operations or credit risk within a

Qualifications

• Minimum 7-10 years of direct experience in client margin operations, margin risk management, or credit risk.
• Expert knowledge of FINRA Rule 4210, SEC Rules 15c3-1 and 15c3-3.
• Deep understanding of clearing and settlement lifecycles for U.S. equities, options, stock borrow and loan, and international multi-currency execution.
• Demonstrated success partnering with technology teams to implement automated margin calculation engines within modern Order Management Systems.

Responsibilities

• Propose, formalize, and enforce the firm’s proprietary house margin rules and scale them by product risk and volatility.
• Design and monitor risk parameters for complex derivatives and multi-leg strategies.
• Lead the transition to dynamic, notional-based monitoring and establish controls for high-risk options.
• Oversee real-time intraday margin surveillance and to ensure compliance with FINRA 4210(d)(2).

Skills

Margin risk management

Credit risk

FINRA Rule 4210

OMS integration

Regulatory compliance

Education

Bachelor’s degree in Finance, Economics, Mathematics, or related field

Tools

Order Management System (OMS)

Job description

Safra National Bank seeks a Senior Manager of Margin Risk and Business Optimization to own the client margin ecosystem and govern house margin rules. This hands-on role requires building real-time exposure tracking, reducing back-office gaps, and aligning margin parameters with the firm’s Net Capital position.

Collaboration with Treasury and operations is essential for liquidity and risk control. The ideal candidate demonstrates 7–10 years in margin operations or credit risk within a