Trade Execution Manager

Focus Partners Wealth • St. Louis, MO

9h • $75,000 - $95,000 • Hybrid

About The Position

Focus Partners Wealth is seeking a Trade Execution Manager to join our team! The Trade Execution Manager works under the Director, Portfolio Trading. The Trade Execution Manager has three primary responsibilities:
1. Review trade orders and transmit them to the custodians efficiently and accurately.
2. Review, document, and resolve trade errors.
3. Monitor and maintain Trade Operations action items for the team.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
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For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Requirements

• Two years of experience in financial services required
• Bachelor’s degree.
• Strong proficiency in Microsoft Applications
• Strong written and verbal communication skills.
• Desire to take ownership and provide the best customer service in the industry
• Energetic self-starter with an extremely positive, can-do attitude
• Strong organization skills with exceptional attention to detail
• Must work well in a team environment, supporting others and filling in as necessary
• Must be able to prioritize and switch tasks as needed

Nice To Haves

• Experience working with RIAs and Independent Financial Advisors a plus.
• Orion Eclipse Software and Envestnet experience preferred
• Fidelity and/or Schwab platform experience preferred.

Responsibilities

• Transmit trades through our Trading platforms.
• Review, process, and document trade errors.
• Answer incoming advisor questions regarding trades and trade correction.
• Reconcile trades to ensure proper execution and identify unexecuted orders.
• Assist Portfolio Trading Strategists and Advisors executing complex trades (Illiquid Investments, Options, Large Block Trades, Restricted Stock).
• Work with Custodians via Phone/Email to rectify NIGO items.
• Conduct security research as needed.
• Assist with other Trading Operations processes.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level