Senior Trading Operations Specialist

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $85k - $115k / year

⏰ Full Time

🟠 Senior

⚙️ Operations

👻 Ghost score 1%

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Facet

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 2016

We believe financial planning, when done right, is essential to living well. That’s why we created Facet. Our mission is to improve the lives of millions of Americans by offering impartial and invaluable financial advice and services at an affordable membership fee.

📋 Description

• Execute and monitor daily trading operations, model adjustments, tax-loss harvesting, and firm-wide rebalancings • Assist in designing, testing, and implementing operational processes and software enhancements • Serve as the primary escalation point for complex trading-related issues, account reconciliations, cost basis adjustments, and advanced money movement requests • Partner with financial planners, custodians, and internal technology teams on product rollouts and trade workflow integrations • Maintain procedural documentation • Assist in onboarding new specialists and guide operational team members • Lead targeted operational projects across the trading and investment operations organization

🎯 Requirements

• 3–5 years of experience in trading operations, portfolio accounting, or financial services operations • Demonstrated experience using trade rebalancing software, Order Management Systems, and various custodian platforms • Strong knowledge of trading operations, securities regulations, cost basis, tax forms, and IRA transaction rules • Advanced analytical skills with strong proficiency in Excel and financial management tools • Strong interpersonal skills to handle complex cross-departmental queries and member escalations • Preferred: Experience with trading and allocating separately managed accounts (SMA) and/or unified managed accounts (UMAs) • Preferred: Extensive knowledge and experience working with portfolio rebalancing software such as Orion Eclipse, Envestnet, or Addepar • Preferred: Experience with sleeved trading practices, including oversight and reconciliation of multiple sleeves within a portfolio • Preferred: Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading across multiple custodians

🏖️ Benefits

• Equity (ISO) • Flexible PTO • Medical, dental, and vision insurance • 401(k) with employer match • Short/long-term disability paid by Facet • Life insurance • Paid parental leave • Certification reimbursement programs • Wellness reimbursement programs • Work from anywhere in the US