u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eFarther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.u003c/pu003enu003cpu003eThe Senior Trading Associate will oversee the full trade lifecycle - from order intake through execution, allocation, reconciliation, and settlement - while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExecute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.u003c/liu003enu003cliu003eOversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.u003c/liu003enu003cliu003eMonitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.u003c/liu003enu003cliu003ePartner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.u003c/liu003enu003cliu003eSupport trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.u003c/liu003enu003cliu003eIdentify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.u003c/liu003enu003cliu003eContribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBachelor's degree in Finance, Economics, Business, or a related field.u003c/liu003enu003cliu003e4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.u003c/liu003enu003cliu003eStrong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.u003c/liu003enu003cliu003eExperience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.u003c/liu003enu003cliu003eDemonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.u003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eExperience supporting both RIA trading environments and broker-dealer platforms.u003c/liu003enu003cliu003eActive or interest in obtaining Series 7 and Series 63,u0026nbsp;u003c/liu003enu003cliu003eBackground in fast-growth fintech or technology-enabled wealth firms.u003c/liu003enu003cliu003eExposure to trading automation, process improvement, or system implementationsu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eUnlimited PTOu003c/liu003enu003cliu003eReady to disrupt wealth management? Let's talk!u003c/liu003enu003c/ulu003enu003cpu003eu003cbru003eu003cstrongu003eReady to disrupt wealth management? Let's talku003c/strongu003eu003cstrongu003e!u003c/strongu003eu003c/pu003e