Senior Associate - Active Trading Support

Responsibilities

• Front-line support for a retail active trading platform via phone calls, platform support cases, and potentially live chat through Pylon during market hours.
• Handles platform questions, account issues, PDT inquiries, onboarding, and billing.
• Escalates execution/trading issues to trade desk specialists.
• Reports to Active Support Team Lead.

Experience / Skills

• At least four (4) years in fintech or brokerage support
• Professional trading experience and/or in a trading support function like Operations or Client Services across equities, options, or futures (futures strongly preferred)
• Excellent verbal & written communication
• Calm and composed under emotional pressure
• Client Service skills, can work to identify and resolve issues
• Must have active Series 7 & Series 63
• Active Series 3 preferred. If not active, must be prepared to pass the exam within 3 months of joining.

Preferred Experience / Skills

• Experience at a retail trading brokerage
• Familiarity with retail (active) trading or professional platforms
• Experience with Pylon or similar support platforms
• Knowledge of PDT rules, margin mechanics, and order types

Compensation

• Base Salary Range: $110,000 - $130,000 for Del Mar, CA office
• Additional: bonuses, equity, 401k matching, full medical/dental/vision insurance