Oversees full trade lifecycle in wealth management, executing trades across platforms, ensuring compliance and accuracy, and optimizing operations for multiple custodians. Requires 4+ years in trading operations, bachelor's in finance-related field, and proficiency in custodial platforms and Excel.
Salary not listed
Hybrid4+ YOEOther
About the role
Responsibilities
Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.
Requirements
Bachelor's degree in Finance, Economics, Business, or a related field.
4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.
Nice-to-Haves
Experience supporting both RIA trading environments and broker-dealer platforms.
Active or interest in obtaining Series 7 and Series 63.
Background in fast-growth fintech or technology-enabled wealth firms.
Exposure to trading automation, process improvement, or system implementations.
Compensation & Benefits
Competitive comp package that rewards impact.
Full health benefits + 401(k) matching & Roth IRA options.
Lead operator accelerating drug discovery and development at Anthropic by identifying high-impact AI applications in life sciences, translating scientific hypotheses into executable plans, and partnering across teams while working hands-on with Claude to demonstrate new capabilities for scientists. Requires biotech startup founding experience, strong scientific taste, and 7+ years taking ideas from concept to results.
300k – 320k/yr
Hybrid7+ YOEOther
AI & Automation Lead, Customer Operations
AlertMediaAustin, TX
Lead the identification, implementation, and scaling of AI and automation solutions to improve efficiency and customer outcomes in Customer Operations. Requires 3+ years experience translating operational pain points into technical solutions, cross-functional project leadership, and familiarity with modern AI tooling.
Salary not listed
Hybrid3+ YOEOther
AI Education Lead
BasisNew York, NY
Lead AI education at Basis to keep an AI-native team at the frontier. Design programs, workshops, and in-flow learning so every employee masters the latest models and agents, driving adoption of zero-human workflows in accounting and beyond. Must live at the AI frontier with deep hands-on experience.
100k – 300k/yr
On-siteOther
Senior Influencer Manager
AirbnbSan Francisco, CA
Senior Influencer Manager responsible for integrating influencer content into Airbnb's owned social media strategy across TikTok, Instagram, and YouTube. Build creator relationships, execute campaigns and activations, analyze performance with CreatorIQ/Sprinklr, and ensure cultural relevance. Requires 7-9 years influencer experience and bachelor's degree.
139k – 163k/yr
On-site7+ YOEOther
Lead, Network Connectivity & Strategy
FluidstackNew York, NY +2
Own external connectivity, backbone capacity planning, and carrier negotiations for multi-GW AI training networks across data center campuses. Requires scaled carrier/long-haul experience, dark fiber procurement, and capacity planning.
