... from management, associates, and financial professionals. * Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
... from management, associates, and financial professionals. * Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
Trading Support Consultant
Phoenix, AZ · On-site
... from management, associates, and financial professionals. * Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
Trading Support Consultant
Phoenix, AZ · On-site
... from management, associates, and financial professionals. * Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
Remote Equity Trader Position
Sedona, AZ · On-site +1
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
Remote Equity Trader Position
Sedona, AZ · On-site +1
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
Remote Equity Trader Position
Mesa, AZ · On-site +1
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
Remote Equity Trader Position
Mesa, AZ · On-site +1
In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics * Cutting edge technology including access to multiple trading platforms, 'dark ...
The ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership, strong judgment, and the ability to drive performance through managers while ...
The ideal candidate combines deep trading and active trader platform knowledge with proven multi-level leadership, strong judgment, and the ability to drive performance through managers while ...
Trading Associate
$65K - $75K/yr
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet ...
Trading Associate
$65K - $75K/yr
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet ...
Trading Associate
Scottsdale, AZ · On-site
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet ...
Trading Associate
Scottsdale, AZ · On-site
Trade Correction processing, reporting and analysis * Handle incoming inquiries from advisor teams ... Support day to day operations of our Unified Managed Account (UMA) platform through Envestnet ...
Trade Operations Manager
Phoenix, AZ · Hybrid
$110K - $130K/yr
... Trading for a growing $160B+ wealth platform delivering asset management excellence. This role is accountable for executing the trading strategy, strengthening operational controls, and reducing risk ...
Trade Operations Manager
Phoenix, AZ · Hybrid
$110K - $130K/yr
... Trading for a growing $160B+ wealth platform delivering asset management excellence. This role is accountable for executing the trading strategy, strengthening operational controls, and reducing risk ...
Trading Specialist II
Tempe, AZ · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial ... Kestra Financial is seeking a dynamic and motivated Trading Specialist II to join our Trading ...
Trading Specialist II
Tempe, AZ · On-site
Kestra Financial is a wealth management platform dedicated to empowering independent financial ... Kestra Financial is seeking a dynamic and motivated Trading Specialist II to join our Trading ...
Mgr - Trading Partner Strategy - Hybrid
Phoenix, AZ · Hybrid
$140K/yr
... Trading Partner Data Management (TPDM) organization ... Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ...
Mgr - Trading Partner Strategy - Hybrid
Phoenix, AZ · Hybrid
$140K/yr
... Trading Partner Data Management (TPDM) organization ... Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ...
Mgr - Trading Partner Strategy - Hybrid
Phoenix, AZ · Hybrid
$145K/yr
... Trading Partner Data Management (TPDM) organization ... Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ...
Mgr - Trading Partner Strategy - Hybrid
Phoenix, AZ · Hybrid
$145K/yr
... Trading Partner Data Management (TPDM) organization ... Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ...
Trading Analyst, Overlay Portfolio Management
$31.25 - $52.04/hr
The Overlay Analyst is responsible for the day-to-day management and trading of LPL's centrally-managed platforms. The Overlay Analyst ensures that all accounts are managed in-line with the selected ...
Posted today
Trading Analyst, Overlay Portfolio Management
$31.25 - $52.04/hr
The Overlay Analyst is responsible for the day-to-day management and trading of LPL's centrally-managed platforms. The Overlay Analyst ensures that all accounts are managed in-line with the selected ...
Posted today
Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ... Trading Partner data management and platform operations. * Establish and meet short- and long-term ...
Owns the Edifecs EDI platform health, governance, and vendor relationship - including monitoring ... Trading Partner data management and platform operations. * Establish and meet short- and long-term ...
... trading strategies, utilizing margin, options PET platforms and is responsible for delivering a ... Utilize independent decision-making skills to manage and resolve issues WHAT YOU CAN EXPECT FROM ...
... trading strategies, utilizing margin, options PET platforms and is responsible for delivering a ... Utilize independent decision-making skills to manage and resolve issues WHAT YOU CAN EXPECT FROM ...
TRADE Premier Relationship Manager is responsible for cultivating and deepening client ... TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
TRADE Premier Relationship Manager is responsible for cultivating and deepening client ... TRADE platforms, while demonstrating how they can navigate and maximize all aspects of our offering
... management, and operational execution throughout the trade-in lifecycle. The Trade-In Valuation ... Understanding of auction platforms, transportation logistics, and reconditioning workflows.
... management, and operational execution throughout the trade-in lifecycle. The Trade-In Valuation ... Understanding of auction platforms, transportation logistics, and reconditioning workflows.
Associate Service Consultant (AIts Trading)
Tempe, AZ · On-site
$21.10 - $35.16/hr
... Investment platform, differences between products, fees, and basic risk associated with each ... Present ideas to management and assist in implementing any changes or new procedures accordingly
Associate Service Consultant (AIts Trading)
Tempe, AZ · On-site
$21.10 - $35.16/hr
... Investment platform, differences between products, fees, and basic risk associated with each ... Present ideas to management and assist in implementing any changes or new procedures accordingly
Associate Service Consultant (AIts Trading)
Tempe, AZ · On-site
$21.10 - $35.16/hr
... Investment platform, differences between products, fees, and basic risk associated with each ... Present ideas to management and assist in implementing any changes or new procedures accordingly
Associate Service Consultant (AIts Trading)
Tempe, AZ · On-site
$21.10 - $35.16/hr
... Investment platform, differences between products, fees, and basic risk associated with each ... Present ideas to management and assist in implementing any changes or new procedures accordingly
... trade show events. The BDM is also responsible for overseeing the sales process for prospective new ... As a Buyers Edge Platform brand, Source1 goes beyond conventional solutions, offering innovative ...
Quick apply
... trade show events. The BDM is also responsible for overseeing the sales process for prospective new ... As a Buyers Edge Platform brand, Source1 goes beyond conventional solutions, offering innovative ...
Trading Platform Manager information
What are the key skills and qualifications needed to thrive as a trading platform manager, and why are they important?
To thrive as a Trading Platform Manager, you need a solid background in finance, trading operations, and platform management, often supported by a degree in finance, economics, or computer science. Familiarity with electronic trading systems, FIX protocol, order management systems (OMS), and relevant certifications like CFA or FRM are typically required. Excellent problem-solving, leadership, and communication skills help you coordinate teams and resolve issues efficiently. These skills ensure reliable platform performance, regulatory compliance, and a seamless trading experience for clients.
What is the difference between Trading Platform Manager vs Trading Analyst?
| Aspect | Trading Platform Manager | Trading Analyst |
|---|---|---|
| Required Credentials | Relevant finance certifications, IT knowledge | Finance or economics degree, analytical skills |
| Work Environment | Technology-focused, operational management | Research, data analysis, market monitoring |
| Employer & Industry Usage | Financial firms, trading platforms | Investment firms, trading desks |
| Common Search & Comparison | Platform management, system oversight | Market analysis, trading strategies |
The Trading Platform Manager primarily oversees the operation and functionality of trading systems, ensuring smooth execution and technical performance. In contrast, a Trading Analyst focuses on analyzing market data and developing trading strategies. While both roles require financial knowledge, the manager emphasizes system management, whereas the analyst emphasizes data analysis and market research.
What are some typical challenges faced by trading platform managers, and how can they be addressed?
Trading Platform Managers often encounter challenges such as ensuring platform stability during periods of high market volatility, staying compliant with evolving financial regulations, and coordinating between technical and trading teams. Successfully managing these challenges involves proactive monitoring of system performance, fostering clear communication across departments, and staying updated on industry best practices. Building strong relationships with IT, compliance, and front-office teams is also key to quickly resolving issues and implementing improvements.
What does a trading platform manager do?
A Trading Platform Manager oversees the operations and performance of electronic trading platforms used by financial institutions or brokerage firms. Their responsibilities include ensuring platform stability, managing system upgrades, troubleshooting issues, and coordinating with IT, compliance, and trading teams. They also work to optimize the user experience and ensure that the platform adheres to regulatory requirements. Additionally, they may analyze trading data to enhance platform efficiency and collaborate on new feature development.
What are popular job titles related to Trading Platform Manager jobs in Arizona? For Trading Platform Manager jobs in Arizona, the most frequently searched job titles are:
What job categories do people searching Trading Platform Manager jobs in Arizona look for? The top searched job categories for Trading Platform Manager jobs in Arizona are:
What cities in Arizona are hiring for Trading Platform Manager jobs? Cities in Arizona with the most Trading Platform Manager job openings:
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Re-posted 3 days ago
Job description
Job SummaryKey Deliverables and Responsibilities
Are you passionate about empowering others through training and technology? Do you thrive in a collaborative environment where your expertise makes a direct impact on the success of financial professionals? If so, we have the perfect opportunity for you! As aWealthPort Consultant, you will play a vital role in delivering impactful training experiences, supporting financial professionals and home office staff in mastering our WealthPort trading system, and driving continuous improvement through feedback and innovation.
You're an enthusiastic trainer with a knack for simplifying complex concepts. You're tech-savvy, customer-focused, and eager to help others succeed. You have a keen eye for detail and thrive in a fast-paced environment where every day brings new challenges and opportunities.Join us in making a difference-apply now to become part of a team dedicated to empowering financial professionals and shaping the future of training excellence!
What You'll Do:
Lead engaging training sessionsfor new and experienced financial professionals and staff, gathering feedback to improve training effectiveness.
Organize, plan, and develop training modulesand materials to support software and program education.
Provide exceptional customer support, troubleshooting trade issues and guiding users in mastering the WealthPort trading system.
Respond to requestsfor custom reporting, system enhancements, and insights from management, associates, and financial professionals.
Present live trainings, both onsite and virtually, to help financial professionals unlock the full potential of our trading platform.
Stay ahead of the curveby researching training trends, best practices, and new knowledge to continually enhance our training programs.
What We Offer:
A collaborative and innovative environment where your input is valued.
Opportunities to grow professionally while making a meaningful impact.
A chance to work with a dynamic team that is as passionate about learning as you are.
Licensing
FINRA Securities Industry Essentials (SIE) and Series 7.
Location: Phoenix, AZ, or Fairfield, IA - Hybrid in-office 3 days/week
Why Cambridge?
Cambridge has competitive benefits and promotes a work/life balance to encourage individual success.
Premium benefit package including medical, vision, dental, life and long-term disability insurance
Vacation/sick time
401K retirement plan with company matching program
Eleven paid holidays
You can find more details about our comprehensive benefits packagehere.
Company Overview:
At Cambridge, our purpose is simple: to make a difference in the lives of our financial advisors, their clients, and our associates. Founded in 1981, we have 45 years of experience supporting independent financial advisors with industry-leading tools, compliance, and transition services. Guided by our core values-integrity, commitment, flexibility, and kindness-we put financial advisors first in every decision we make.
Cambridge is an internally controlled, growth-focused independent broker-dealer, ranked among the largest and fastest-growing firms in the industry. With home offices in Fairfield, Iowa, and Phoenix, Arizona, and a nationwide reach, our 900 associates maintain a 4:1 advisor-to-associate ratio to ensure personalized service.
Our community of over 4,000 producing financial advisors includes diverse business models-RIA, corporate RIA, hybrid, fee-only, and brokerage-and offers a broad selection of investment solutions with no proprietary products.
For further information about Cambridge, please visit https://www.joincambridge.com/