13 дней назад
Trading Team Supervisor (Wealth Management)
57 750 - 96 250$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Trading Team Supervisor (Wealth Management) (Trading/Financial Services): Managing a trading team and overseeing the execution of capital markets transactions with an accent on customer experience, regulatory compliance, and team performance. Focus on resolving escalated customer issues, improving trading operations, analyzing team outcomes, and developing staff in a regulated financial environment.
Location: Pittsburgh, Pennsylvania, United States; in-office at the Tower at Plaza
Base salary: $57,750–$96,250 per year, plus incentive compensation based on company, business, and individual performance.
Company
is a financial services company providing wealth management and capital markets services.
What you will do
- Manage the day-to-day activities, performance, and outcomes of a trading team in a contact center or client service environment.
- Oversee trading and execution of capital markets transactions while collaborating with business partners.
- Manage escalated customer issues, monitor the customer experience process, and ensure accurate, timely reporting.
- Identify operational problems and continuous improvement opportunities, and support workforce management functions.
- Inspire, develop, and engage trading staff while leading change initiatives and owning team outcomes.
- Build advanced knowledge of industry practices, financial products, markets, and regulatory requirements.
Requirements
- Bachelor’s degree or a comparable combination of education, certifications, and experience.
- At least 3 years of relevant industry experience; operations or production roles at this level typically require 2 years of prior managerial experience.
- Required licenses: FINRA Series 7 and Series 24, plus Series 66 or Series 63 and 65.
- Knowledge of trading, financial engineering, the financial services regulatory environment, customer experience management, and critical thinking.
- Strong communication skills and the ability to manage multiple priorities, make decisions, and build client relationships.
- Visa sponsorship and STEM OPT participation are not available for this position.
Culture & Benefits
- In-office work environment with an emphasis on an inclusive, supportive, and respectful workplace.
- Medical, prescription, dental, and vision coverage, with a Health Savings Account option.
- 401(k) matching, pension, stock purchase plans, disability protection, and life insurance options.
- Educational assistance, wellness programs, dependent care support, and family-related reimbursements.
- Paid parental leave, up to 11 holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
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