Trade Associate

Webull Financial•New York, NY

8h•Onsite

About The Position

We are looking for a dedicated team player to join our trade operations team in our New York Operations as a Trade Associate. This role encompasses the full life cycle of a trade, which consists of monitoring client placement, internal and external order management systems, as well as orders out to the market center. In This Role, You Will Respond to any trade related issues that clients may encounter Monitor our order management systems Cover off-peak hours to support our global teams and expanded trading hours Identify any issues and resolve them in a timely manner Place trades for reps and our omni team in qualifying circumstances Identify deficiencies in our current processes & systems and working towards fixing/optimizing them Participate in tests of new trade features through UAT environment Reach out to our vendors for any trade related issues that arise Assist our U.S. team and our global branches with any ad hoc trade related inquiries Ensure our trade routes are flowing properly Monitor incoming order flow that may breach internal risk controls

Requirements

2-4 years of relevant industry experience
Currently have your SIE and/or Series 7
Strong writing and documentation skills
Solid understanding of financial instruments and derivatives
Ability to act quickly, decisively, and accurately under pressure
Strong interest in financial markets and economic trends
Clear and effective communication skills, both internally and externally
Professional demeanor; reliable and dependable

Nice To Haves

Proficiency in Excel
Ability to take Series 57 within a timely manner (within 6 months of hire)

Responsibilities

Respond to any trade related issues that clients may encounter
Monitor our order management systems
Cover off-peak hours to support our global teams and expanded trading hours
Identify any issues and resolve them in a timely manner
Place trades for reps and our omni team in qualifying circumstances
Identify deficiencies in our current processes & systems and working towards fixing/optimizing them
Participate in tests of new trade features through UAT environment
Reach out to our vendors for any trade related issues that arise
Assist our U.S. team and our global branches with any ad hoc trade related inquiries
Ensure our trade routes are flowing properly
Monitor incoming order flow that may breach internal risk controls

Benefits

Comprehensive Health Coverage: 100% paid medical and dental insurance for employees and dependents, vision insurance, and more!
Financial Support: 401(k) match, commuter benefits for NY positions, and short-term disability coverage.
Work-Life Balance: Generous time off that increases with tenure, paid parental leave, personal days, sick time, volunteer days and company holidays.
Wellness & Pet Care: Fitness and wellness benefits, plus pet insurance for your furry friends.
Investing in Your Future: We provide tuition reimbursement to help you pursue relevant degrees, certifications, and training that align with your career goals.
Dynamic Office Perks: Catered breakfast (every Monday) and lunches (every Friday), fully stocked kitchens, and monthly happy hours to connect and collaborate.

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