Senior Trading Associate — Scale Wealth Ops & Automation

Farther; Dallas (TX); Hybrid; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

A fast-growing wealth management firm is seeking a Senior Trading Associate in Dallas, Texas, to manage and scale trading operations. This role involves overseeing the full trade lifecycle and ensuring compliance with trading policies. Ideal candidates will have a Bachelor's degree and 4+ years in trading operations, paired with advanced Excel skills. The position offers competitive compensation and benefits, along with a unique chance to contribute to a dynamic team in the fintech sector.

Qualifications

• 4+ years of experience in trading operations or investment operations.
• Strong understanding of trading processes and portfolio rebalancing mechanics.
• Demonstrated ability to operate in high-volume trading environments.

Responsibilities

• Execute and manage trades across advisory accounts.
• Oversee the end-to-end trade lifecycle, including reconciliation.
• Monitor trading activity to identify discrepancies and lead investigations.

Skills

Trade execution workflows

Order management systems

Settlement and reconciliation

Data analysis

Comfort with technology-driven workflows

Education

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

Tools

Custodial trading platforms (Schwab, Fidelity, Pershing, Apex)

Excel

Job description

A fast-growing wealth management firm is seeking a Senior Trading Associate in Dallas, Texas, to manage and scale trading operations. This role involves overseeing the full trade lifecycle and ensuring compliance with trading policies. Ideal candidates will have a Bachelor's degree and 4+ years in trading operations, paired with advanced Excel skills. The position offers competitive compensation and benefits, along with a unique chance to contribute to a dynamic team in the fintech sector.