6 часов назад
Sr Manager, Fixed Income Service (PL)
110 000 - 145 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr Manager, Fixed Income Service (PL) (Fixed Income/Financial Services): Leading a team that supports clients through fixed income education, guidance, trade facilitation, and complex service needs with an accent on service execution, risk management, and employee development. Focus on coaching service professionals, reinforcing supervision and documentation controls, and coordinating execution across sales, trading, operations, compliance, product, and technology partners.
Location: Orlando, Florida, United States; hybrid work with regular in-person collaboration
Salary: USD 110,000–145,000 per year
Company
provides financial services and investment solutions.
What you will do
- Lead professionals supporting clients with fixed income education, guidance, trade facilitation, and complex service needs.
- Coach employees through one-on-ones, team meetings, call reviews, performance conversations, and development planning.
- Set expectations and monitor progress against service, risk, and operational outcomes.
- Support client conversations involving fixed income products, trading, portfolio needs, liquidity, time horizon, and risk tolerance.
- Partner with Fixed Income Sales, Trading, Operations, Risk, Supervision, Compliance, Product, and technology teams.
Requirements
- Leadership experience in financial services, preferably in fixed income, trading, service, wealth management, or a specialized client-facing environment.
- Knowledge of fixed income markets, products, and solutions.
- Ability to coach employees, support development planning, and build team capability.
- Experience reinforcing procedures, documentation standards, supervision expectations, and risk controls.
- Active FINRA Series 7, 63 or 66, and 9/10 licenses required.
- Ability to lead through change, align with partners, and translate strategy into practical execution.
Nice to have
- Bachelor’s degree.
- CFA, CFP, or CIMA designation.
- Familiarity with Schwab BondSource, Salesforce, Bloomberg, FactSet, Nexidia, or related reporting and workflow tools.
Culture & Benefits
- Hybrid work and flexibility balanced with regular in-person collaboration.
- 401(k) with company match and employee stock purchase plan.
- Health, dental, and vision insurance.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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