Trade Reporting and Margin Team Leader

Location: New York, United States; full-time onsite role

Salary: $103,450–$169,960 per year, plus potential incentive compensation.

Company

hirify.global provides insurance and financial services with a focus on well-being, ethical standards, professional development, and inclusive support.

What you will do

• Lead trading operations governance and controls across Broker-Dealer and Registered Investment Advisor businesses.
• Manage best execution procedures, vendor relationships, trading desk reviews, and quarterly scorecards.
• Oversee Pershing’s Enterprise Rules Engine, approved products, rule integrations, compliance approvals, and client-facing trade review messaging.
• Manage regulatory reporting, trade corrections, margin processes, order review and release, proprietary portfolios, and trading house accounts.
• Develop operational metrics, reporting, procedures, attestations, and continuous-improvement goals.
• Coach, train, and develop a high-performing team while monitoring schedule adherence and service effectiveness.

Requirements

• 5–10 years of financial services experience, preferably in Broker-Dealer or Registered Investment Advisor trading operations.
• At least 2–3 years of high-touch customer service or operations experience with strong wealth management trading knowledge.
• Experience managing small teams and operational processes.
• Strong organizational, time management, communication, and independent working skills.
• FINRA Series 7 and one or more of Series 63/65 or 66, 4, 24, 51, or 53.
• Must be legally authorized to work in the United States without current or future employer sponsorship.

Nice to have

• Experience with Pershing, Fidelity, Charles Schwab, iCapital, Orion, or Envestnet.
• Trade execution or regulatory reporting experience.
• Familiarity with project management principles.

Culture & Benefits

• Professional skill-building and leadership development opportunities.
• Philanthropic opportunities and a diverse workplace with high ethical standards.
• Contemporary, supportive, flexible, and inclusive benefits and resources for eligible full-time employees.
• Reasonable accommodations are available for qualified applicants and employees.