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Managing Director Investment Trading Operations Jobs

DSB Rock Island

Investment Trading Specialist

Minnetonka, MN · On-site

$70K - $100K/yr

Build your career in investment operations with a Top 25 Twin Cities CPA and Wealth Management firm ... DSB Rock Island is seeking an Investment Trading Specialist to join our Wealth Management team. In ...

Facet

Senior Trading Operations Specialist

$85K - $115K/yr

... managing and executing trading operations to support the company's investment strategies. Facet is ... Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading ...

Facet

$85K - $115K/yr

... managing and executing trading operations to support the company's investment strategies. Facet is ... Deep understanding of direct indexing strategies, tax-loss harvesting, and large-scale ETF trading ...

Virtu Financial

Trading Operations Specialist

New York, NY · On-site

$125K - $175K/yr

Our Operations Specialists are responsible for managing the clearance, settlement, and reconciliation of trades and positions on behalf of multiple trade desks across the firm. Operations Specialists ...

Virtu Financial

Trading Operations Specialist

New York, NY · On-site

$125K - $175K/yr

Our Operations Specialists are responsible for managing the clearance, settlement, and reconciliation of trades and positions on behalf of multiple trade desks across the firm. Operations Specialists ...

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Managing Director Investment Trading Operations information

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$34K

$107.7K

$179.5K

How much do managing director investment trading operations jobs pay per year?

As of Sep 10, 2026, the average yearly pay for managing director investment trading operations in the United States is $107,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $135,500.00 per year, depending on experience, location, and employer.

What are popular job titles related to Managing Director Investment Trading Operations jobs?

For Managing Director Investment Trading Operations jobs, the most frequently searched job titles are:

Managing Director, Investment Advisory

Elk Grove Village, IL • On-site

Bankers' Bank
See more jobs at Bankers' Bankexternal

Other

Re-posted 29 days ago

Job description

Bankers' Bank is launching a new investment advisory service, and we're seeking an experienced leader to drive this initiative. This individual will be responsible for advising bank investment portfolios as part of Bankers' Bank investment advisory consulting services. This person will possess specific knowledge of bank investment portfolio management and fixed income investments as well as demonstrate teamwork and enthusiasm for growing new business.

Position Functions Financial Advisory
  • Build a new strategic revenue business line with profit/loss responsibility.
  • Develop new client relationships for Bankers' Bank.
  • Lead client meetings to identify portfolio management issues and offer strategic solutions to meet bank financial objectives and risk tolerance.
  • Collaborate with Bankers' Bank team to deliver comprehensive consultative advice regarding portfolio accounting, interest rate risk, asset liability management, and securities transactions (non-discretionary basis).
  • Review portfolio performance and model investment scenarios.
  • Perform market research to stay current on financial trends.
  • Develop ongoing deliverables, reporting, and engagement tools for bank management teams.
Collaboration & Trading
  • Collaborate across sales and trading functions in support of client investment activity.
  • Work with Risk and ALM services to promote new customers.
  • Trade fixed income investments for limited non-advisory relationships (non-discretionary).
Other Duties
  • Perform other duties as assigned to meet the needs of the organization.
Qualifications

Ideal candidate will have a bachelor's degree in finance, accounting, banking investments, or other related field or an equivalent combination of education and experience sufficient to perform the position functions of the job. Ten years of experience working in a bank, trust company, registered investment advisor or accounting firm.

Preferred qualifications include investment advisory experience with fee-based consulting, deep understanding of fixed income investments (i.e., government agency, US treasury, municipal bonds, etc.), previous ALCO experience in financial services, financial designations (i.e. CPA, CFA, CTFA, or MBA), and previous Series 65, and Series 52/53 licenses.

Position requires regular business travel, including operation of a motor vehicle.

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