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Trident

Customer Experience (CX) Analyst

... join our remote team in the Philippines. This role is pivotal in shaping member journeys ... Analyze partner and broker channel performance against monthly enrollment targets, monitoring ...

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Freelancer Career

Insurance Analyst (remote)

$20.50 - $28/hr

Insurance Analyst (Remote) Bangalore, Karnataka, India About the Job We are seeking a contract ... brokers, claims adjusters, or third-party vendors

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How much do remote brokerage analyst jobs pay per year?

As of Sep 7, 2026, the average yearly pay for remote brokerage analyst in the United States is $73,261.00, according to ZipRecruiter salary data. Most workers in this role earn between $52,500.00 and $87,000.00 per year, depending on experience, location, and employer.

What is a remote brokerage analyst?

A Remote Brokerage Analyst is a finance professional who analyzes and supports brokerage operations, typically from a remote location. Their responsibilities often include evaluating investment portfolios, conducting market research, preparing reports, and assisting with compliance or trade reconciliation. They use analytical tools and financial data to help brokers and clients make informed investment decisions. Working remotely, they rely heavily on digital communication, secure data systems, and financial software to perform their tasks effectively.

What are some common challenges faced by remote brokerage analysts when collaborating with team members across different locations?

Remote Brokerage Analysts often work with colleagues and clients who are spread across different time zones, which can make real-time communication and collaboration challenging. To overcome this, many teams rely on clear documentation, regular virtual meetings, and collaborative platforms to stay aligned on projects and client needs. Establishing effective communication habits and being proactive in sharing updates are key to ensuring smooth workflow and maintaining strong professional relationships while working remotely.

What are the key skills and qualifications needed to thrive as a remote brokerage analyst, and why are they important?

To thrive as a Remote Brokerage Analyst, you need strong analytical abilities, attention to detail, and a background in finance, economics, or a related field—often supported by a relevant degree. Proficiency with financial modeling software, trading platforms, and data analysis tools like Excel or Bloomberg Terminal is typically required, along with FINRA or similar certifications where applicable. Excellent communication, problem-solving, and time management skills help you collaborate with clients and teams while working independently. These skills ensure accurate analysis, effective client service, and compliance in a fast-paced, remote financial environment.

What is the difference between Remote Brokerage Analyst vs Remote Financial Advisor?

AspectRemote Brokerage AnalystRemote Financial Advisor
CredentialsFINRA licenses (e.g., Series 7, 63)FINRA licenses, CFP certification often preferred
Work EnvironmentFinancial firms, brokerage houses, online platformsIndependent or firm-based, client-facing virtual meetings
Industry UsageInvestment firms, brokerages, securities companiesFinancial planning firms, wealth management companies

Remote Brokerage Analysts primarily focus on supporting trading activities, analyzing securities, and ensuring compliance within brokerage firms. In contrast, Remote Financial Advisors work directly with clients to develop financial plans and investment strategies. While both roles require FINRA licenses and operate in the financial industry, their core responsibilities and client interaction levels differ significantly.

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Remote Brokerage Analyst jobs near you
Infographic showing various Remote Brokerage Analyst job openings in the United States as of August 2026, with employment types broken down into 89% Full Time, 6% Part Time, and 5% Contract. Highlights an 82% Physical, 7% Hybrid, and 11% Remote job distribution, with an average salary of $73,261 per year, or $35.2 per hour.

Brokerage Services Product Manager

TradeStation Group, Inc.

Remote

Full-time

PTO

Re-posted 5 days ago

Job description

#WeAreTradeStation
Remote Position - must reside in Florida, Texas, Illinois, New York, New Jersey, Colorado, Idaho, Massachusetts, Michigan, Minnesota, Missouri, North Carolina, South Carolina, Utah or Virginia
Who We Are:
TradeStation is the home of those born to trade. As an online brokerage firm and trading ecosystem, we are focused on delivering the ultimate trading experience for active traders and institutions. We continuously push the boundaries of what's possible, encourage out-of-the-box thinking, and relentlessly search for like-minded innovators.
At TradeStation, we are building an AI-First culture. We expect team members to embrace AI as a core part of their daily workflow, whether that's using AI to accelerate development, enhance decision-making, improve client outcomes, or streamline internal processes. We hire, grow, and promote people who can harness AI responsibly and creatively. We treat AI as a partner in problem-solving, not just a tool; following our governance standards to ensure AI is used ethically, securely, and transparently. If you join us, you're joining a culture where AI is how we work.
Are you ready to make yourself at home?
What We Are Looking For:
We are looking for an AI-forward Product Manager with experience in core brokerage systems, including middle office operations, order management, and post-trade workflows. This role is central to executing TradeStation's platform modernization efforts, with a focus on delivering complex vendor integration programs and enhancing the core brokerage experience for customers.
The Product Manager will be comfortable operating within our Spec-Driven Development (SDD) process, using structured specs, epic decompositions, and acceptance criteria - paired with AI tooling - to translate business requirements into engineering-ready detail with precision and full requirements traceability. This role will be equally comfortable writing a PRD from scratch and using AI to accelerate spec decomposition, gap analysis, and requirements coverage tracking.
The ideal candidate will be outcome-driven, comfortable setting goals and tracking progress against KPIs. The candidate will thrive in cross-functional environments, bring clarity to complex initiatives, and communicate the "why" behind every roadmap decision. The candidate should embrace data and AI tools not as a novelty, but as a core part of how to plan, spec, and ship.
This is a hands-on role working closely with Technology, Operations, Compliance, and external vendors to ensure our brokerage platform is modern, scalable, and aligned with customer needs.
As a Product Manager at TradeStation, this role will collaborate across the company to define customer needs, shape the roadmap, manage the product lifecycle through our SDD framework, and lead teams through delivery. The work ensures our core trading systems are modern, efficient, and ready to scale with the business.
What You'll Be Doing:
  • Serve as Product Manager across all areas of the brokerage product portfolio, moving fluidly between product areas to set direction, unblock delivery, and ensure initiatives ship with quality
  • Play the product role on our middle office and OMS replacement project - partnering with Technology, Operations, Compliance, and external vendors to define requirements, sequence delivery, and drive the platform modernization effort to successful implementation
  • Own and advance brokerage compliance and regulatory initiatives - translating regulatory and audit requirements into clear product requirements, and ensuring changes to brokerage systems and workflows meet US brokerage regulatory obligations
  • Author and maintain structured specs - PRDs, epic decompositions, and acceptance criteria - within TradeStation's Spec-Driven Development (SDD) process, ensuring full requirements traceability from business intake through engineering handoff
  • Use AI tools to accelerate spec authoring, epic/story decomposition, gap analysis, and requirements coverage tracking
  • Define and track KPIs for core brokerage product areas, including operational efficiency, customer experience, and platform stability
  • Maintain and communicate product roadmaps with clear visibility across stakeholders
  • Leverage AI and LLM tools to streamline workflows, improve data quality, and reduce operational complexity
  • Engage with customers and internal teams to identify friction points and deliver solutions that improve the core trading experience
  • Conduct competitive and industry research to stay ahead of technological trends and evolving customer expectations
  • Develop detailed business requirements and partner with Engineering to ensure high-quality execution
  • Continuously evaluate and improve business processes to drive scale, efficiency, and better customer outcomes
  • Define and deliver measurable outcomes aligned to strategic objectives. Set KPIs for your product areas and drive performance using data and experimentation
  • Own quarterly KPI reviews across product areas under management; ensure cross-functional teams are aligned to deliver against targets, and proactively course-correct where needed

The Skills You Bring:
  • Genuine enthusiasm for AI-forward ways of working - not just tool literacy, but a mindset of using AI to move faster and with more rigor
  • Comfortable operating in a Spec-Driven Development (SDD) process - writing and iterating on structured specs, epics, and acceptance criteria with full requirements traceability
  • Hands-on proficiency with AI-assisted product tools for spec authoring, decomposition, and gap analysis
  • Strong execution of product management responsibilities in an agile environment
  • Experience with middle office systems, post-trade workflows, and brokerage operations
  • Ability to define and track measurable outcomes aligned with business goals
  • Analytical mindset with a focus on data-driven product strategy
  • Excellent communication and collaboration skills across technical and business teams
  • Highly organized with the ability to manage multiple priorities and deliver on time
  • Passion for innovation and continuous learning in the Fintech space
  • Experience working with back office vendors and Order Management Systems important
  • Familiarity with US brokerage regulations and operational requirements
  • Background in brokerage products, operations, and risk management
  • Experience with industry vendors such as FIS (phase 3 and GMI), Exchanges, etc.
  • Experience working within a formal Spec-Driven Development process or similarly structured, AI-assisted requirements framework a plus

Minimum Qualifications:
  • Bachelor's degree
  • 3-5+ years' experience as a product manager or product owner in the securities industry with a focus on retail trading products

Desired Qualifications:
  • Master's/MBA a plus
  • FINRA Certifications Series 7 and Series 3 a plus

What We Offer:
  • Collaborative work environment
  • Competitive Salaries
  • Yearly bonus
  • Comprehensive benefits for you and your family starting Day 1
  • Unlimited Paid Time Off
  • Flexible working environment
  • TradeStation Account employee benefits, as well as full access to trading education materials
  • Pay Range (US) $130-145K (Countries outside of the US have differing ranges in accordance with local labor markets)

TradeStation provides equal employment opportunities to current and prospective employees, without regard to race, color, religion, sex, national origin, ancestry, sexual orientation, age, pregnancy, disability, handicap, citizenship, veteran or marital status, or any other legally recognized status entitled to protection under federal, state, or local anti-discrimination laws.
#LI-Remote

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