Trading Manager

Responsibilities</strong></p> <ul> <li>Execute daily desk activity in compliance with applicable SEC, FINRA, MSRB, and exchange rules governing order handling and trading</li> <li>Maintain documentation and exception evidence for desk workflows</li> </ul> <p><strong> Build & Scale</strong></p> <ul> <li>Partner with Product and Engineering on trading feature buildouts across asset classes</li> <li>Design desk workflows that scale with volume, reducing manual touches and embedding controls from day one</li> <li>Identify where AI and automation can improve break triage, exception handling, and advisor response quality, and pilot those improvements</li> </ul> <p><span style="text-decoration: underline;"><strong>What you bring</strong></span></p> <p>We're looking for a trading professional who combines desk instincts with operational discipline, and who wants to grow into leadership.</p> <p><strong>Experience & Expertise</strong></p> <ul> <li>5+ years of experience on a trading desk, in trading operations, or in execution services at a broker-dealer or custodian</li> <li>Hands-on experience with equity and options order handling, routing, and trade support</li> <li>Exposure to fixed income order flow and bond market mechanics strongly preferred</li> <li>Experience managing trade breaks, corrections, and error accounts</li> <li>Working familiarity with margin mechanics, including calls, buying power, and liquidations</li> </ul> <p><strong>Technical & Systems Familiarity</strong></p> <ul> <li>Experience with OMS and routing platforms such as Sterling or equivalent</li> <li>Experience with clearing platforms such as FIS Phase 3 or equivalent</li> <li>Understanding of RFQ platforms (e.g., RFQ Hub, Tradeweb, RFQE)</li> <li>Exposure to fixed income venues and data tools (e.g., Tradeweb, MarketAxess, ICE Bonds, Bloomberg) a plus</li> <li>Strong Excel skills; comfort working with large trade datasets and internal tooling</li> </ul> <p><strong>Licensing</strong></p> <ul> <li>FINRA Series 7 and Series 63 required</li> <li>Series 57 required, or must be obtained within 90 days of employment</li> <li>Series 24 and Series 4, or willingness to obtain</li> <li>Series 52, or willingness to obtain, given municipal order handling</li> </ul> <p><strong>Skills & Mindset</strong></p> <ul> <li>High ownership mentality: you treat the desk's daily operations as yours to run and improve</li> <li>Versatile generalist: comfortable moving between equities, options, fixed income, and risk support within the same day</li> <li>Aspires to people leadership and demonstrates it now through mentoring, documentation, and raising the bar for others</li> <li>Genuinely curious about AI: you actively experiment with AI tools to triage breaks, analyze execution quality, draft documentation, and automate repetitive work, and you want to help define how AI is used on the desk</li> <li>Calm, decisive judgment during fast markets and high-severity events</li> <li>Clear, confident communicator with advisors and internal partners</li> <li>Comfortable building structure in ambiguity as products launch and scale</li> </ul><div class="content-conclusion"><p><span style="text-decoration: underline;"><strong>What we bring</strong></span></p> <p>Attracting and retaining top-tier talent is a priority. We are proud of the culture we’ve built and are cognizant of the ever-changing professional landscape. Our dynamic offering of

perks and

benefits are tailored for you to feel your best while doing your best.</p> <ul> <li>Stunning, amenity-filled office spaces in Culver City, CA, San Francisco, CA, and Dallas, TX. Our offices are intentionally designed for comfort, collaboration, and productivity. </li> <li>Competitive pay and equity for eligible positions.</li> <li>Premium healthcare, dental, and vision insurance plans (HMO and PPO).</li> <li>401k savings plan with a 4% match and immediate vesting.</li> <li>16 week paid parental leave after one year of employment.</li> <li>Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.</li> <li>Company

perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).</li> <li>Financial guidance program (includes counseling on navigating debt, tracking personal spend, saving and planning goals, home-purchasing preparedness, etc.).</li> <li>One month work from anywhere policy (with the exception of a few countries).</li> </ul> <p><em><span style="font-weight: 400;">Total

compensation includes a competitive

benefits package, along with a

bonus program for eligible roles. For salaried positions, a salary offer will be determined by a number of factors including experience, skill level, internal pay equity, geographic location, and other relevant business considerations. We review all employee pay and

compensation programs regularly to ensure </span><span style="font-weight: 400;">fair, equitable, and competitive pay. At Altruist, we are committed to providing fair, equitable, and competitive

compensation by leveraging market data to inform our pay bands. Base salaries will be reviewed at regular intervals throughout the year, typically in conjunction with performance review cycles. By evaluating

compensation on a regular basis, we are able to reward high performance and ensure all employees have opportunities for growth.</span></em></p> <p><em><span style="font-weight: 400;">Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Altruist we are dedicated to building a diverse, inclusive, and authentic workplace, so if you’re excited about this role, but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles.</span></em></p></div>

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