Trade Execution Manager

Focus Financial Partners • St. Louis, MO

15h • $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.

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