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Trade Execution Manager Jobs in Colorado (NOW HIRING)

Vodia Ventures

Client Service Associate

Vail, CO · On-site

$70K - $90K/yr

The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing ...

Vodia Ventures

Client Service Associate

Denver, CO · On-site

$70K - $90K/yr

The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing ...

Meta

Energy Portfolio Manager, Wholesale

Denver, CO

$160K/yr

... trading firm, or large energy consumer * Experience managing post-execution wholesale energy and capacity contracts, including settlement, scheduling, compliance, and counterparty management

Deloitte

Senior, Indirect Tax - Global Trade

Denver, CO · On-site

Trade compliance audit assistance and representation before trade authorities around the world. The ... data management, project planning, project execution, and people skills * Ability to proactively ...

ZAP Engineering

General Superintendent

Lakewood, CO · On-site

$140 - $210/hr

Execution Manager (organizational)Direct Reports:Craft Superintendents, Area Foremen, Field ... High school diploma or GED requiredPreferredAssociate's, Bachelor's, trade, or technical school ...

ZAP Engineering

General Superintendent

Lakewood, CO

$50 - $60/hr

Execution Manager (organizational) Direct Reports: Craft Superintendents, Area Foremen, Field ... Associate's, Bachelor's, trade, or technical school education. * HSE certification (e.g., OSHA 30 ...

JBS USA

Trade Representative

Greeley, CO

$59K - $69K/yr

... execution of logistics for purchases and sales within the Swift Trade Group. This role is in-office and based at our Corporate Office in Greeley, CO. Responsibilities: * Manage the inbound and ...

New

JBS USA

Trade Representative

Greeley, CO

... execution of logistics for purchases and sales within the Swift Trade Group. This role is in-office and based at our Corporate Office in Greeley, CO. Responsibilities: * Manage the inbound and ...

New

JBS USA

Trade Representative

Greeley, CO

$59K - $69K/yr

... execution of logistics for purchases and sales within the Swift Trade Group. This role is in-office and based at our Corporate Office in Greeley, CO. Responsibilities: * Manage the inbound and ...

New

JBS Imports

Trade Representative

Greeley, CO · On-site

$59K - $69K/yr

... execution of logistics for purchases and sales within the Swift Trade Group. This role is in-office and based at our Corporate Office in Greeley, CO. Responsibilities: * Manage the inbound and ...

New

JBS USA

Trade Representative

Greeley, CO

$59K - $69K/yr

... execution of logistics for purchases and sales within the Swift Trade Group. This role is in-office and based at our Corporate Office in Greeley, CO. Responsibilities: * Manage the inbound and ...

New

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All JobsTrade Execution JobsTrade Execution Manager JobsTrade Execution Manager Jobs in Colorado

Trade Execution Manager information

What is the difference between Trade Execution Manager vs Trade Analyst?

AspectTrade Execution ManagerTrade Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plusSimilar educational background; CFA or other finance certifications beneficial
Work EnvironmentFast-paced trading floors or financial institutions; focus on executing trades efficientlyOffice setting; analyzing trade data and market trends
Employer & Industry UsageUsed in investment banks, asset management firms, and trading companiesCommon in financial analysis firms, investment firms, and banks
Search & Comparison IntentOften compared for roles involving trade execution and operational responsibilitiesCompared for analytical and research-focused roles in trading

The Trade Execution Manager and Trade Analyst roles share similar educational backgrounds and industry usage. However, the Trade Execution Manager primarily focuses on executing trades efficiently within fast-paced environments, while the Trade Analyst concentrates on analyzing trade data and market trends to inform decision-making.

What are the most commonly searched types of Trade Execution jobs in Colorado? The most popular types of Trade Execution jobs in Colorado are:
What are popular job titles related to Trade Execution Manager jobs in Colorado? For Trade Execution Manager jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Trade Execution Manager jobs in Colorado look for? The top searched job categories for Trade Execution Manager jobs in Colorado are:
What cities in Colorado are hiring for Trade Execution Manager jobs? Cities in Colorado with the most Trade Execution Manager job openings:
Trade Execution Manager jobs near you

Client Service Associate

Vodia Ventures

Vail, CO • On-site

$70K - $90K/yr

Other

Re-posted 15 days ago

Job description

Client Service Associate

Robertson Stephens Wealth Management is a national wealth management firm with locations in San Francisco, Marin County, Menlo Park, Santa Rosa, Pasadena, San Ramon & Burlingame (CA), Denver, Vail & Colorado Springs (CO), Westport (CT), Sun Valley & Boise (ID), West Palm Beach (FL), Boston (MA), Holmdel & Madison (NJ), New York (NY), Portland (OR), Austin & Houston (TX), Seattle (WA), Jackson (WY), and North Barrington (IL). The firm serves the wealth management, wealth planning, and investment strategy needs of high-net-worth individuals and family offices. The firm's employees share a solid work ethic, a drive to innovate within our industry, and, above all, strive for value-creation on behalf of our clients.

Job Description

The primary role is to provide client service management support to our clients and operational support to advisor teams. The ideal candidate is able work with financial advisors and our custodians with the implementation of new client accounts, trade execution, liquidity management and ongoing maintenance of existing clients. The salary range for this position is $70,000-$90,000.

Responsibilities
  • Work closely with financial advisors to support their clients
  • Manage cash balances and daily asset transfers in accounts
  • Plan and manage new account onboarding process including SMA and alternative investments
  • Closely monitor custodian platforms for alerts and NIGOs that impact client accounts
  • Develop a strong relationship with custodians to provide extraordinary client service
  • Serve as a key liaison to other operational areas supporting the Business, especially marketing.
  • Ensuring that all KYC standards are met and materials are organized in a consistent manner.
  • Demonstrate a poised skillset in project management to ensure clear communication and task execution while pursuing the given deadlines
  • Leverage your operational background and experience to contribute to a growing business
  • Serve as primary liaison with Salesforce and associated CRM activities, including mail list management.
  • Provide calendar management for the advisors, pre-call & post-call planning and management and collateral materials support/preparation.
Personal Qualities
  • Team-oriented, respectful, high integrity, humility
  • Self-starter, with ability to follow direction and offer perspective on new initiatives
  • Detail focused with excellent organization skills and the ability to multi-task
  • Excellent written, oral and listening communication skills
  • Comfortable working in a fast-paced and deadline focused environment
Skills/Qualifications
  • BA/BS degree required
  • 2-3 years of relevant experience
  • Strong interest in client service management
  • Holds confidence in hosting conference calls, creating meeting agendas, and articulating meeting minutes with clients and business teams
  • Ability to navigate online custodian platforms, such as Schwab and Fidelity
  • Demonstrates a keen risk awareness and knowledge of when and how to escalate potential issues
  • Familiar with industry standards and regulations to suggest new processes and controls, where needed
  • Series certifications not required, but a plus
  • Addepar experience, a plus
  • Highly proficient with Microsoft Office

Robertson Stephens Wealth Management, LLC is an equal opportunity employer. Diversity and inclusion are essential elements of our culture. We are committed to fostering an environment where individual perspectives, backgrounds, and life experiences make the firm a great place to work, and result in a more satisfying client experience

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