Trading Manager
Core
Manage daily trading workflows and lifecycle across equities, options, and fixed income while supporting credit risk functions for a wealth management platform.
Role type
Senior individual contributor trading operations manager
Builds
Trading desk operations, trade lifecycle management, and AI-driven automation for order handling
Domain
Wealth management / Financial services / Trading operations
Deliverable
Production operational workflows and trade lifecycle management
Required skills
Equity and options order handling, fixed income order flow, trade break resolution, margin mechanics, OMS/routing platforms, clearing platforms, RFQ platforms, regulatory compliance (SEC/FINRA/MSRB), Excel
Preferred skills
Fixed income venues and data tools, AI tool experimentation for automation
Technologies
Sterling, FIS Phase 3, RFQ Hub, Tradeweb, RFQE, MarketAxess, ICE Bonds, Bloomberg
Responsibilities
Monitor and resolve order flow anomalies across asset classes, review and approve/reject trades per policy, manage trade breaks and error accounts, support credit risk liquidations and restrictions, partner with product/engineering on trading feature buildouts, execute daily activities in compliance with regulatory rules
Seniority
Senior, hands-on IC with path to leadership