Senior Trading Operations Lead — WealthTech Growth
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14 days+
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Benefits offered by this job
Job summary
A rapidly growing financial firm in New York, NY, is seeking a Senior Trading Associate to manage trades and ensure efficient execution of client investment strategies. The ideal candidate has 4+ years of experience in trading operations within wealth management and strong skills in order management systems and data analysis. This role offers competitive compensation, benefits, and the opportunity to grow alongside a fast-scaling startup focused on innovation in wealth management.
Qualifications
- 4+ years of experience in trading operations, investment operations, or trade execution in wealth management.
- Strong understanding of trade execution workflows and portfolio rebalancing mechanics.
- Experience with custodial trading platforms and advanced proficiency in data analysis.
Responsibilities
- Execute and manage trades across advisory accounts and platforms.
- Oversee the end-to-end trade lifecycle from order management to settlement.
- Monitor trading activity, identifying exceptions and leading 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 related field
Tools
Schwab
Fidelity
Pershing
Apex
Excel
Job description
A rapidly growing financial firm in New York, NY, is seeking a Senior Trading Associate to manage trades and ensure efficient execution of client investment strategies. The ideal candidate has 4+ years of experience in trading operations within wealth management and strong skills in order management systems and data analysis. This role offers competitive compensation, benefits, and the opportunity to grow alongside a fast-scaling startup focused on innovation in wealth management.
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