Senior Trading Specialist — Wealth Ops & Automation

Cardata; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation package

Full health benefits

401(k) matching & Roth IRA options

Unlimited PTO

Job summary

Cardata is seeking a Senior Trading Associate in Dallas, Texas, to support and scale trading operations across platforms. The role involves managing the trade lifecycle, ensuring compliance, and identifying areas for workflow optimization. Ideal candidates should have at least 4 years of trading operations experience and a solid understanding of custodial trading platforms. Exciting benefits include a competitive package, full health benefits, and unlimited PTO.

Qualifications

• 4+ years of experience in trading operations or investment operations.
• Strong understanding of trade execution workflows and portfolio rebalancing mechanics.
• Experience with custodial trading platforms (Schwab, Fidelity, etc.)

Responsibilities

• Execute and manage trades across RIA advisory accounts.
• Oversee the full trade lifecycle including order intake through execution.
• Identify opportunities to streamline trading workflows.

Skills

Trading operations

Investment operations

Trade execution

Excel and data analysis

Custodial trading platforms

Education

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

Job description

Cardata is seeking a Senior Trading Associate in Dallas, Texas, to support and scale trading operations across platforms. The role involves managing the trade lifecycle, ensuring compliance, and identifying areas for workflow optimization. Ideal candidates should have at least 4 years of trading operations experience and a solid understanding of custodial trading platforms. Exciting benefits include a competitive package, full health benefits, and unlimited PTO.