Trade Settlements Analyst
Tampa, FL ยท On-site
Experience working at investment organization such as an asset manager or RIA performing trade operations * Strong understanding of financial markets and an interest in investing or trading
Tampa, FL ยท On-site
Experience working at investment organization such as an asset manager or RIA performing trade operations * Strong understanding of financial markets and an interest in investing or trading
Tampa, FL ยท On-site
Experience working at investment organization such as an asset manager or RIA performing trade operations * Strong understanding of financial markets and an interest in investing or trading
Dallas, TX ยท On-site
$107K - $146K/yr
You will manage a team of traders, own dealer and counterparty relationships, and serve as a ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
Dallas, TX ยท On-site
$107K - $146K/yr
You will manage a team of traders, own dealer and counterparty relationships, and serve as a ... Experience supporting enterprise RIA firms, wirehouse breakaways, or large institutional clients.
Medford, OR ยท On-site
$64K - $93K/yr
Execute trades only as authorized (or coordinate trade execution with the external RIA/custodian, as applicable); review trades for accuracy, settlement, and alignment with account restrictions and ...
Quick apply
Medford, OR ยท On-site
$64K - $93K/yr
Execute trades only as authorized (or coordinate trade execution with the external RIA/custodian, as applicable); review trades for accuracy, settlement, and alignment with account restrictions and ...
Mclean, VA ยท On-site
$72K - $120K/yr
Ensure all trading activity adheres to firm policies, client guidelines, and regulatory ... the RIA, wealth management, or asset management industry. * Hands-on experience with Envestnet ...
Mclean, VA ยท On-site
$72K - $120K/yr
Ensure all trading activity adheres to firm policies, client guidelines, and regulatory ... the RIA, wealth management, or asset management industry. * Hands-on experience with Envestnet ...
Topeka, KS ยท On-site
Trading Support Specialist Department: AE Wealth Management Reporting to: Trade Desk Manager ... RIA industry * Excellent written and verbal communication skills * Strong problem-solving skills ...
Topeka, KS ยท On-site
Trading Support Specialist Department: AE Wealth Management Reporting to: Trade Desk Manager ... RIA industry * Excellent written and verbal communication skills * Strong problem-solving skills ...
Eugene, OR ยท On-site
$64K - $93K/yr
Execute trades only as authorized (or coordinate trade execution with the external RIA/custodian, as applicable); review trades for accuracy, settlement, and alignment with account restrictions and ...
Quick apply
Eugene, OR ยท On-site
$64K - $93K/yr
Execute trades only as authorized (or coordinate trade execution with the external RIA/custodian, as applicable); review trades for accuracy, settlement, and alignment with account restrictions and ...
Topeka, KS ยท On-site
Trading Support Specialist Department: AE Wealth Management Reporting to: Trade Desk Manager ... RIA industry * Excellent written and verbal communication skills * Strong problem-solving skills ...
Topeka, KS ยท On-site
Trading Support Specialist Department: AE Wealth Management Reporting to: Trade Desk Manager ... RIA industry * Excellent written and verbal communication skills * Strong problem-solving skills ...
Scottsdale, AZ ยท On-site
$70K - $85K/yr
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written ...
Scottsdale, AZ ยท On-site
$70K - $85K/yr
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written ...
Scottsdale, AZ ยท On-site
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written ...
Scottsdale, AZ ยท On-site
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... RIA), investment management firm or broker/dealer * Excellent interpersonal and verbal/written ...
Serve as the primary point of contact for family offices, RIA's and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
Serve as the primary point of contact for family offices, RIA's and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
San Francisco, CA ยท On-site
$103K/yr
Serve as the primary point of contact for family offices, RIA's and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
San Francisco, CA ยท On-site
$103K/yr
Serve as the primary point of contact for family offices, RIA's and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
Cincinnati, OH ยท On-site
... RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and ... Manage trading positions while maintaining strict adherence to internal controls, compliance ...
Cincinnati, OH ยท On-site
... RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and ... Manage trading positions while maintaining strict adherence to internal controls, compliance ...
Cincinnati, OH ยท On-site
... RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and ... Manage trading positions while maintaining strict adherence to internal controls, compliance ...
Quick apply
Cincinnati, OH ยท On-site
... RIA) firm based in Cincinnati, Ohio. We provide integrated wealth management, tax planning, and ... Manage trading positions while maintaining strict adherence to internal controls, compliance ...
Morristown, NJ ยท On-site
$150K/yr
Compensation package in the $150,000+ range Requirements * 3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm. * Excellent client facing and ...
Morristown, NJ ยท On-site
$150K/yr
Compensation package in the $150,000+ range Requirements * 3+ years of direct trading experience within an RIA, Multi-Family Office, or Asset Management firm. * Excellent client facing and ...
Red Bank, NJ ยท On-site
As a single-office Registered Investment Advisor (RIA), this role is central to supporting trading operations, compliance functions, and client service activities for Private Wealth and Retirement ...
Quick apply
Red Bank, NJ ยท On-site
As a single-office Registered Investment Advisor (RIA), this role is central to supporting trading operations, compliance functions, and client service activities for Private Wealth and Retirement ...
Houston, TX ยท On-site
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
Houston, TX ยท On-site
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
Dallas, TX ยท On-site
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
Dallas, TX ยท On-site
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
At least 1-3 years of trading experience; prior experience on RIA, trust, or brokerage trading desk preferred. Understanding of equities, municipal bonds and exchange traded options. Ability to ...
Boston, MA ยท On-site
$100K - $125K/yr
Bachelor's degree required. * 3-5 years of experience in wealth management, investment operations, trading, or client service within an RIA, broker-dealer, family office, or trust company.
Boston, MA ยท On-site
$100K - $125K/yr
Bachelor's degree required. * 3-5 years of experience in wealth management, investment operations, trading, or client service within an RIA, broker-dealer, family office, or trust company.
Boston, MA ยท On-site
$100K - $125K/yr
Bachelor's degree required. * 3-5 years of experience in wealth management, investment operations, trading, or client service within an RIA, broker-dealer, family office, or trust company.
Boston, MA ยท On-site
$100K - $125K/yr
Bachelor's degree required. * 3-5 years of experience in wealth management, investment operations, trading, or client service within an RIA, broker-dealer, family office, or trust company.
$14.42 - $17.66
12% of jobs
$17.66 - $20.89
6% of jobs
$22.45 is the 25th percentile. Wages below this are outliers.
$20.89 - $24.13
15% of jobs
$24.13 - $27.36
0% of jobs
$27.36 - $30.59
0% of jobs
$30.59 - $33.83
0% of jobs
$33.83 - $37.06
3% of jobs
$37.06 - $40.30
8% of jobs
The median wage is $41.29 / hr.
$40.30 - $43.53
19% of jobs
$45.35 is the 75th percentile. Wages above this are outliers.
$43.53 - $46.77
21% of jobs
$46.77 - $50
16% of jobs
$14
$36
$50
| Aspect | Ria Trading | Ria Customer Service Representative |
|---|---|---|
| Primary Role | Managing trading activities, analyzing markets, executing trades | Assisting customers, handling inquiries, processing transactions |
| Required Certifications | Financial licenses, trading certifications | Customer service certifications, communication skills |
| Work Environment | Trading floors, financial firms | Call centers, client support offices |
| Industry Usage | Financial trading, investment firms | Financial services, brokerage firms |
Ria Trading involves active market analysis and executing trades within financial firms, requiring specialized trading certifications. In contrast, Ria Customer Service Representatives focus on client support, handling inquiries and transactions, often in call center environments. Both roles are integral to financial services but differ significantly in responsibilities and required skills.

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Finance and insurance
51 - 200 Employees
New York, NY, US
1955