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Trading Operations Associate Jobs in Texas (NOW HIRING)

Trading And Operations Associate Our team is growing, and we need you! Come be a part of this disruption in the financial services marketplace! By joining the Level Four family of companies, you'll ...

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle - from order intake through ...

Senior Trading Associate

Dallas, TX · Hybrid

$15 - $18/hr

Senior Trading Associate Hybrid - Dallas, TX Company Description Farther is a rapidly growing RIA ... This role sits at the center of our investment operations function and is responsible for ensuring ...

Senior Trading Associate

Dallas, TX

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle -- from order intake through ...

Senior Trading Associate

Dallas, TX · On-site +1

$14.75 - $17.75/hr

This role sits at the center of our investment operations function and is responsible for ensuring ... The Senior Trading Associate will oversee the full trade lifecycle - from order intake through ...

Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ... Support the settlement process of primary loan syndications and secondary loan trades, including ...

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Trading Operations Associate information

See Texas salary details

$10

$24

$49

How much do trading operations associate jobs pay per hour?

As of May 30, 2026, the average hourly pay for trading operations associate in Texas is $24.45, according to ZipRecruiter salary data. Most workers in this role earn between $16.59 and $28.22 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Trading Operations Associate, and why are they important?

To thrive as a Trading Operations Associate, you need strong analytical skills, attention to detail, and a solid understanding of financial markets, typically supported by a degree in finance, economics, or a related field. Familiarity with trading platforms, order management systems (OMS), and proficiency in Excel or other data analysis tools are commonly required, and certifications like FINRA Series 7 or 63 may be advantageous. Exceptional problem-solving, communication, and time-management skills help you excel under pressure and work effectively with traders, clients, and back-office teams. These skills ensure accurate trade processing, risk mitigation, and smooth market operations in a high-stakes environment.

What are some common challenges faced by Trading Operations Associates in supporting trade settlements and how are they addressed?

Trading Operations Associates often encounter challenges such as resolving trade discrepancies, ensuring timely settlement of trades, and managing high volumes of transactions under tight deadlines. Addressing these issues requires strong attention to detail, effective communication with counterparties and internal teams, and the ability to quickly troubleshoot and escalate problems when necessary. Many firms provide comprehensive training and utilize advanced reconciliation tools to help associates efficiently identify and resolve breaks, ensuring smooth trade lifecycle management.

What are Trading Operations Associates?

Trading Operations Associates are professionals who support the daily activities of trading desks at financial institutions. Their key responsibilities include trade settlement, trade confirmation, reconciliation, and ensuring compliance with regulatory requirements. They act as a bridge between traders, back-office teams, and external parties to ensure transactions are processed smoothly and efficiently. Attention to detail, strong analytical skills, and the ability to work under pressure are essential for this role. This position offers valuable exposure to financial markets and is often a stepping stone to more advanced roles in finance.

What is the difference between Trading Operations Associate vs Trading Analyst?

AspectTrading Operations AssociateTrading Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are a plus but not mandatorySimilar credentials; often holds a bachelor's degree, with some roles preferring CFA or related certifications
Work EnvironmentSupports trading desks by handling operational tasks, trade settlements, and compliance; fast-paced, team-orientedFocuses on analyzing trading data, market trends, and performance; analytical and research-driven
Employer & Industry UsageCommon in investment banks, asset management firms, and trading housesFound in financial institutions, hedge funds, and asset managers

While both roles require a finance background and involve working within trading environments, the Trading Operations Associate primarily manages operational tasks and trade support, whereas the Trading Analyst focuses on analyzing market data and trading performance. They often work closely but serve different functions within trading teams.

What are the most commonly searched types of Trading Operations jobs in Texas? The most popular types of Trading Operations jobs in Texas are:
What are popular job titles related to Trading Operations Associate jobs in Texas? For Trading Operations Associate jobs in Texas, the most frequently searched job titles are:
What job categories do people searching Trading Operations Associate jobs in Texas look for? The top searched job categories for Trading Operations Associate jobs in Texas are:
What cities in Texas are hiring for Trading Operations Associate jobs? Cities in Texas with the most Trading Operations Associate job openings:
Trading & Operations Associate

Trading & Operations Associate

Level Four Wealth Management

Dallas, TX • Hybrid

Other

PTO

Posted 9 hours ago


LPL Financial rating

7.6

Company rating: 7.6 out of 10

Based on 64 frontline employees who took The Breakroom Quiz

106th of 138 rated financial services


Job description

Our Team is growing, and we need you!
Come be a part of this disruption in the financial services marketplace!
By joining the Level Four family of companies, you'll be joining one of the fastest growing wealth management firms in the country. After 20+ years, we still have an entrepreneurial spirit, dedicated to embracing change. We are national in scope with offices throughout the U.S., yet with local roots here in North Texas.
We offer:
  • Casual Work Environment
  • Generous Paid Time Off
  • Flexible Work Schedule
  • Great Benefits
  • And More...
Come take your career path to the next level!
The Level Four Capital Management (LFCM) Trading and Operations Associate is as a key member of the LFCM team providing operational support to the portfolio management team responsible for the management of proprietary investment strategies and custom client solutions.
Essential responsibilities and tasks of the Trading and Operations Associate are:
  • Ensure operational efficiencies and data integrity in support of the LFCM asset management platform, with an emphasis on collaboration and process development
  • Provide support for GIPS (Global Investment Performance Standards) verification process, including LFCM model assignments and changes, closing of accounts and working with various custodians/regulators to ensure all data accuracy and completeness
  • System and Database data entry and maintenance to ensure database integrity (Black Diamond & Salesforce)
  • Manage operational and portfolio management reporting, including but not limited to, asset flow, custodian alerts, portfolio high cash, etc.
  • Interface with the Operations team on day-to-day tasks relating to new account on-boarding to ensure client accounts are in good order before trading occurs in LFCM managed models
  • Serve as key point of contact between Financial Advisors and LFCM, providing support for account on-boarding and account transitions, ensuring a professional and proactive experience
  • Assist with monthly and quarter-end reporting to support Financial Advisors and industry database partners
  • Prepare and develop client proposals based on the specific needs and requests of Financial Advisors
  • Facilitate the creation and submission of Fixed Income paperwork for onboarding new clients to sub-advisor partners, such as Eaton Vance and First Trust.
  • Allocate Fixed Income trades, ensuring accurate booking of bond trades into accounts as received daily from sub-advisors.
  • Assist the trader in resolving trade discrepancies between Fixed Income sub-advisors, brokers, and custodians, ensuring timely and effective resolutions.
  • Assist the trader in resolving trade corrections, including completing and submitting forms to both the custodian and internal home office teams with prior approval
  • Review and monitor holdings amongst client strategies
  • Additional duties as required
Successful Trading and Operations Associate candidates will have:
  • Knowledge and experience in the securities industry in order to support the firm's investment management team and platform of SMA and Asset Allocation portfolios.
  • This position is critical to the efficient management, operations, implementation and tracking of client portfolios managed by the portfolio management team.
  • This professional will be able to work in the Dallas corporate office, reporting to the LFCM Practice Director.
Required
  • Bachelor's Degree in Finance or related field
  • Must have prior experience in a financial services office/broker-dealer with knowledge of equity and fixed income markets as well as securities
  • Meticulous attention to detail and excellent organizational skills
  • Proven track record of providing exceptional proactive customer service; can communicate with confidence and professionalism in both face-to-face and phone interactions
  • Reliable and Accountable; follows through on commitments start-to-finish
  • Possesses critical thinking, analytical and problem-solving skills
  • Has strong time-management skills; able to prioritize tasks
  • General computer and software knowledge in Microsoft Office Suite
Preferred
  • Minimum 3 years of experience
  • FINRA Series 7, 66, 63 and/or 65 registration
  • Securities license or willingness to obtain
  • Black Diamond
  • J AdvisorAccess, Schwab, and/or Fidelity Wealthscape
Icing on the Cake
  • Salesforce

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