Team Lead – Trade Operations
Core
Oversees daily post-trade activities including trade capture, allocation, confirmation, reconciliation, and settlement for equities, fixed income, and options across multiple custodial relationships.
Role type
Senior IC trade operations team lead
Builds
Post-trade workflows and settlement processes for wealth management clients
Domain
Wealth Management / Financial Services
Required skills
Trade operations leadership, team management and coaching, custodian and prime broker coordination, settlement and reconciliation, risk control, process improvement and automation, exception management, workflow automation, system integration, vendor management
Preferred skills
Experience with T+1 settlement, industry change initiatives
Technologies
CRIMS, Pershing, Fidelity, Schwab, Goldman Sachs, DTCC, Omgeo
Responsibilities
Lead daily trade operations for equities, fixed income, and options; Allocate work, set priorities, and coach team members; Act as senior operational contact for major custodians and prime brokers; Oversee daily reconciliation of trades, cash, and positions; Track service-level agreements and operational risks; Maintain standard operating procedures and support audit requirements
Seniority
Senior, hands-on IC with team leadership