This position is posted by Jobgether on behalf of a partner company. We are currently looking for a Senior Trade Support Specialist in the United States.
This role sits at the center of trading operations, ensuring seamless execution and oversight of equity, options, fixed income, and mutual fund transactions in a fast-paced financial services environment. You will act as a key operational expert, supporting financial professionals, field leaders, and internal stakeholders with high-quality trade processing and issue resolution. The position requires strong analytical thinking and the ability to manage risk-sensitive activity with precision and confidence. You will also serve as a critical liaison between trading platforms, operations teams, and external partners, ensuring accuracy, compliance, and efficiency at every stage of the trade lifecycle. This is a highly collaborative role where your expertise directly impacts execution quality and client experience. You will contribute to process improvements and operational enhancements in a dynamic, regulated environment where attention to detail is essential.
Accountabilities:- Provide day-to-day trading and operational support to financial professionals and internal teams, ensuring accurate and timely execution of equity, options, fixed income, and mutual fund trades.
- Execute, review, and approve trades while ensuring compliance with internal policies, regulatory standards, and platform requirements.
- Monitor market data, equity quotes, and fixed income inventory to support informed trading decisions and client servicing needs.
- Manage escalated trade-related issues, corrections, corporate actions, and disbursements with accuracy and strong risk awareness.
- Review daily operational reports, debit balances, and compliance indicators to ensure adherence to supervisory and regulatory guidelines.
- Serve as a primary liaison between trading platforms, operations teams, and financial professionals to resolve inquiries and ensure smooth workflows.
- Maintain and enhance operational documentation, while supporting continuous improvement initiatives and process optimization efforts.
Requirements
- Bachelor’s degree or equivalent professional experience in financial services, brokerage operations, or trading support.
- 3–5 years of experience in trading desk support, brokerage operations, or a similar financial services environment.
- FINRA Series 7, 24, and 53 required; Series 4 preferred.
- Strong understanding of trading products including equities, options, fixed income, and mutual funds.
- Experience with Pershing systems, NetX, or similar trading platforms strongly preferred.
- Excellent analytical, problem-solving, and risk assessment skills with strong attention to detail.
- Ability to manage multiple priorities in a high-volume, time-sensitive environment.
- Strong communication skills with the ability to explain complex financial and operational concepts clearly.
- Proficiency in Microsoft Excel, Word, and related operational tools.
Benefits
- Competitive base salary ranging from $65,000 to $75,000 annually.
- Comprehensive financial services benefits package including medical, dental, and vision coverage.
- Retirement savings plan with employer contributions.
- Career development opportunities within a structured financial services environment.
- Hybrid and flexible working model supporting work-life balance.
- Exposure to advanced trading systems and cross-functional financial operations.
- Opportunities to participate in process improvement and strategic operational initiatives.
How Jobgether works:
We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.
We appreciate your interest and wish you the best!
Why Apply Through Jobgether?
Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.
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