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UIT - Trading & Client Support Manager (Finance)

125 000 - 155 000$
Формат работы
hybrid
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
UIT - Trading & Client Support Manager (Finance): Managing equity and fixed-income unit trust trading, client coverage, and primary and secondary market support with an accent on regulatory compliance, trading accuracy, and broker-dealer relationships. Focus on leading the trading desk, coordinating trust creation and redemption, and solving time-sensitive operational and client support challenges.

Location: Downers Grove, Illinois, United States; hybrid schedule with at least four full days per week in an hirify.global office

Salary: $125,000–$155,000 base per year, plus incentive pay

Company

hirify.global is a global investment management firm providing investment strategies and vehicles to clients worldwide.

What you will do

  • Lead trading activity for equity and fixed-income unit investment trusts across primary and secondary markets.
  • Support broker-dealer home office clients with portfolio availability, new offerings, portfolio highlights, and competitive positioning.
  • Serve as the main point of contact for broker-dealer UIT relationships and help develop long-term industry partnerships.
  • Assist with the creation and redemption of trusts and units through the trustee.
  • Ensure trading processes, systems, communications, reporting, and accountability comply with regulatory and compliance requirements.
  • Lead the trading desk with one direct report and collaborate with client accounts, operations, product specialists, portfolio managers, compliance, technology, and the custodian.

Requirements

  • Series 7 and Series 63 licenses required for employment.
  • Series 24 license or the ability to obtain it.
  • Bachelor’s degree in business, finance, or a related field.
  • At least five years of industry experience, with customer service, trading, or sales experience.
  • Strong communication, organization, analytical, problem-solving, interpersonal, and relationship-building skills.
  • Ability to work accurately in a high-volume, time-sensitive environment and respond responsibly as situations develop.

Culture & Benefits

  • Hybrid workplace model with substantial in-office collaboration.
  • Flexible paid time off.
  • 401(k) matching of 100% up to the first 6%, plus a discretionary supplemental contribution.
  • Health and wellbeing benefits, parental leave, and an employee stock purchase plan.
  • Regular office environment; hours may vary depending on projects or assignments.

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