Concierge - Active Trading Lead

Public

10d

About The Position

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.
The Role
The Concierge - Active Trading Lead will be tasked with servicing Public’s most active Concierge Members. You will be the main point of contact for active traders across multiple asset classes, including but not limited to equities, options, and crypto.

Requirements

• 5+ years experience working in either a trading or wealth management organization.
• Series 7, Series 63/66, and Series 4 (or ability to attain).
• Experience with advanced single and multi-leg options trading, margin trading, crypto trading, and/or API trading.
• Experience working within regulatory compliance constraints to deliver business outcomes.
• Experience working cross functionally with internal partners to continuously improve user experience.

Responsibilities

• Own relationships with a portfolio of Public’s most active and sophisticated traders, delivering a white-glove, high-touch experience
• Serve as the primary point of contact and strategic advisor, helping members navigate equities, options, crypto, and emerging product offerings
• Drive retention, engagement, and growth within the Concierge segment through proactive outreach and relationship building
• Partner cross-functionally with Product, Engineering, and Compliance to advocate for member needs and influence platform improvements
• Identify and execute on business development opportunities, expanding wallet share and deepening member engagement
• Act as an internal expert on active trader behavior, helping shape product strategy and go-to-market initiatives

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 251-500 employees