Director, Prime Trading
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: San Francisco • California • Texas • United States
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Salary
💰 $103,000 - $211,000 per year
Job Level
About the role
- Part of a dynamic team supporting Prime, Custody and Family Office clients
- Emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products
- Close coordination with other trading desks, risk, compliance, and operations
- Serve as the primary contact for family offices, RIA’s and Prime clients on trading and operational matters
- Maintain strong relationships with internal trading desks, risk teams, and external market participants
- Oversee daily trade-related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues
- Analyze client activity, margin usage, and risk exposures
Requirements
- Series 7, 57, and 63 licenses required
- Bachelor’s degree in Finance, Accounting, or Economics
- 5 years of financial industry experience
- Brokerage or trading experience strongly preferred
- Proven ability to communicate effectively at all organizational levels
- Collaborative, team-oriented, and proactive
- Highly self-motivated with strong work ethics
- Ability to balance and prioritize multiple tasks under tight deadlines
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
tradingequitiesETFsoptionsfixed income productsorder inquiriesexecution statustrade adjustmentsposition breakssettlement issues
Soft Skills
communicationcollaborativeteam-orientedproactiveself-motivatedwork ethicsability to balance tasksability to prioritize taskseffective communicationrelationship management
Certifications
Series 7Series 57Series 63