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Trading Operations Specialist

4 weeks ago

Dallas, Texas, United States Altruist Full time
About Altruist

Altruist is a modern custodian built exclusively for independent financial advisors, combining a self-clearing brokerage firm with intuitive software for account opening, trading, reporting, and billing in a streamlined solution. Financial advisors across the U.S. have partnered with Altruist to reduce costs, save time, grow their business, and provide better outcomes for their clients. Our mission is to make financial advice better, more affordable, and accessible to everyone.

Our Values

We value kindness, which means listening to understand, embracing diverse perspectives, and approaching conflict openly and honestly. We also value brilliance, which means being humble, having a growth mindset, and taking ownership of our work. Additionally, we value grit, which means staying focused on our mission, adapting to change, and overcoming obstacles.

The Opportunity

We are seeking a Trading Operations Specialist to join our growing Trading team during an exceptional growth phase. As a Trading Operations Specialist, you will work directly with a team of trading operations specialists, providing guidance, training, and support to ensure team success and adherence to established procedures.

Key Responsibilities
  • Coordinate trading activities, including trade execution and reporting, to ensure timely and accurate processing of transactions.
  • Monitor trade flows, troubleshoot issues, and escalate unresolved issues to management or relevant stakeholders as needed.
  • Collaborate with Engineering, Product, Advisor Services, and other internal teams to facilitate smooth execution of trades and resolve operational issues or discrepancies.
  • Develop and implement process improvements, automation initiatives, and best practices to enhance efficiency, reliability, and scalability of trading operations.
  • Ensure compliance with regulatory requirements, internal policies, and industry standards, and participate in audits and regulatory examinations as necessary.
  • Stay informed about market developments, industry trends, and regulatory changes affecting trading operations, and communicate relevant information to team members and stakeholders.
Requirements
  • 5 years of experience working as a Trading Operations Specialist in a B2B financial services, fintech, or SaaS organization with a deep understanding of trading operations with a clearing firm.
  • B.A./B.S. degree in a relevant field such as Finance.
  • Series 7 and 63 licenses, with a willingness to obtain a Series 57 license within 60 days if not currently held.
  • Technical aptitude, with the ability to easily get up to speed on modern tech stacks.
  • Ownership, with a pride in every aspect of work.
  • Superb communication skills, with intentional dialogue and active listening.
  • Resilience, with an unwavering determination to achieve success despite adversity.
  • Assurance, with confidence and a strong knowledge base.
  • Creative problem-solving skills, with the ability to identify problems and find solutions.
What We Offer

We offer a competitive salary and equity package, as well as a range of benefits, including premium healthcare, dental, and vision insurance plans, a 401k savings plan with matching contributions, flexible PTO, and professional growth and development opportunities. We also offer a dynamic work environment, with stunning office spaces and a range of perks and benefits tailored to support your well-being and success.