The Outsourced Trading Desk Continuity team is responsible for the support and management for all Outsourced Trading client integrations and broker relations. The right candidate will be part of the firm's Outsourced Trading Desk and be client-facing working directly with the firm's Outsourced Trading clients, brokers, and third party OMS providers. The right candidate will assist in addressing client inquiries and help drive revenue across our client base.
This individual's responsibilities will include but are not limited to:
Responsible for coordinating new client onboardings, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules & broker wallets
One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity
Client-facing responsibility acting as the relationship manager with each client's COO on ad hoc Q&A and setup questions
Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
Organize and host new client calls with clients and other internal stakeholders
Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team's execution management system, Eze RealTick
Work with technology to help address client inquiries and drive platform enhancements
Oversee resolution of broker trade settlement breaks both foreign and domestic
The qualifications and skills needed would include:
At least 2-3 years of industry experience
Extremely detail-oriented, superior focus, knowledge retention
Efficient in their responsibilities and time management
Able to handle and manage multiple requests within a team environment
Maintains superior follow-up skills
Acts with sense of urgency on requests and ability to prioritize tasks
Ability to work under pressure in a fast paced environment
Knowledge of various OEMS systems
Thorough understanding of trade lifecycle
SIE, Series 7, Series 63 certifications ideal
Bloomberg knowledge preferred
New York, NY Full Time Base Salary Range of $135,000-$165,000.
Numbers & Facts
Location
New York, NY
Salary
$135,000–$165,000 Per Year
Skills
Brokerageunmatched
Customer Relationsunmatched
Customer Relationship Management (CRM)unmatched
Detail Orientedunmatched
Documentationunmatched
Establish Prioritiesunmatched
Follow Throughunmatched
OEM (Original Equipment Manufacturer)unmatched
Outsourcingunmatched
Resolve Customer Issuesunmatched
Sales Managementunmatched
Schedule Developmentunmatched
Series 63unmatched
Series 7unmatched
Technical Supportunmatched
Time Managementunmatched
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