Outsourced Trading Continuity - Associate

Job Description: 

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:

1. 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


2. One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity


3. Client-facing responsibility acting as the relationship manager with each client’s COO on ad hoc Q&A and setup questions                                                                                            


4. Assisting with directed broker setups for clients, including the coordination of connectivity and documentation


5. Organize and host new client calls with clients and other internal stakeholders    


6. Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team’s execution management system, Eze RealTick


7. Work with technology to help address client inquiries and drive platform enhancements


8. Oversee resolution of broker trade settlement breaks both foreign and domestic  

The qualifications and skills needed would include: 

1. At least 2-3 years of industry experience


2. Extremely detail-oriented, superior focus, knowledge retention


3. Efficient in their responsibilities and time management


4. Able to handle and manage multiple requests within a team environment


5. Maintains superior follow-up skills


6. Acts with sense of urgency on requests and ability to prioritize tasks 


7. Ability to work under pressure in a fast paced environment


8. Knowledge of various OEMS systems


9. Thorough understanding of trade lifecycle 


10. SIE, Series 7, Series 63 certifications ideal 


11. Bloomberg knowledge preferred 

New York, NY Full Time Base Salary Range of $135,000-$165,000.