Senior Trading Architect, Wealth Tech & Operations

Farther; New York (NY); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Competitive comp package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A leading wealth management firm in New York is seeking a Senior Trading Associate to manage the complete trade lifecycle, from order execution through settlement. You will ensure compliance with regulations while collaborating closely with financial advisors and operations teams. The ideal candidate has a Bachelor's in Finance or related field, 4+ years in trading operations, and experience with custodial platforms. This role offers competitive compensation, full health benefits, and unlimited PTO.

Qualifications

• 4+ years of experience in trading operations within wealth management.
• Strong understanding of trade execution and portfolio rebalancing.
• Experience with custodial trading platforms required.

Responsibilities

• Execute and manage trades across advisory accounts.
• Oversee the end-to-end trade lifecycle.
• Monitor trading activity for exceptions and lead investigations.

Skills

Trade execution workflows

Order management systems

Settlement and reconciliation processes

Data analysis

Risk-aware mindset

Education

Bachelor's degree in Finance, Economics, Business, or a related field

Tools

Schwab

Fidelity

Pershing

Apex

Excel

Job description

A leading wealth management firm in New York is seeking a Senior Trading Associate to manage the complete trade lifecycle, from order execution through settlement. You will ensure compliance with regulations while collaborating closely with financial advisors and operations teams. The ideal candidate has a Bachelor's in Finance or related field, 4+ years in trading operations, and experience with custodial platforms. This role offers competitive compensation, full health benefits, and unlimited PTO.