Retail Equities Trader
Core
Execute equity and option orders for financial advisors, money managers, and retail clients while managing order flow and ensuring best execution.
Role type
Retail Equities Trader
Builds
Client order execution and trade management
Domain
Financial Services / Equity Trading
Deliverable
client delivery
Required skills
Equity trading, Order management, Regulatory compliance, Data analytics, Risk event monitoring, System troubleshooting
Preferred skills
FINRA Series 57, Equity trading experience, Market data systems knowledge, MS Office/Copilot, Financial advisor collaboration
Technologies
Internal order entry platforms, Order routing systems, Execution venues, Market data systems, MS Office, Teams, Outlook, Word, Excel, PowerPoint, Copilot
Responsibilities
Develop understanding of internal order entry platforms and execution venues, Execute equity and option orders, Manage client orders for best execution, Monitor equity order flow, Analyze trading-related technology issues and risk events, Collaborate with trading desk colleagues and managers
