SVP, Self-Directed Trading Platform Management
Core
Executive leader responsible for the strategy, growth, and performance of a self-directed trading business, owning the trading channel end-to-end including platform modernization and product innovation.
Role type
Senior Vice President, Self-Directed Trading Platform Management
Builds
Self-directed trading business, investment products, and digital trading platforms
Domain
Financial Services / Fintech / Trading
Deliverable
product features
Required skills
Strategic roadmap definition, P&L management, budget development, cost control, marketing strategy, regulatory compliance, platform integration, management reporting, audit oversight
Preferred skills
FINRA Series 7 license, Salesforce/Orion/VEO platform experience, Fintech experience
Technologies
Salesforce, Orion, VEO
Responsibilities
Lead and manage the consumer retail trading business; Expand investment portfolio by defining strategic roadmap and implementing products; Partner in overseeing departmental P&L performance and guiding budget development; Contribute to organizational profitability through cost controls and income generation; Partner with technology and compliance stakeholders to deliver strategic initiatives; Work with executive team to integrate trading tools into digital platforms; Ensure audits are in full regulatory compliance
Seniority
Senior Vice President, Executive leadership