Join Farther as a Senior Trading Associate to oversee the full trade lifecycle and enhance trading operations in a fast-growing RIA.
Posted by employer 5 months ago
First seen on Joblaze 1 week ago
Last verified on the company career page 1 day ago
Skills & Technologies
Requirements
- Experience
- 4+ years
- Education
- Bachelor's degree
Not disclosed in this posting: compensation, work arrangement, visa sponsorship.
Benefits
Joblaze summary
The Senior Trading Associate at Farther plays a crucial role in managing the entire trade lifecycle, ensuring accurate execution and compliance across various investment platforms. This position requires a strong background in trading operations, with expertise in order management systems and custodial environments being essential. Ideal candidates will have several years of experience in wealth management or asset management, along with a keen eye for process improvement and automation. Farther's collaborative culture and focus on innovation make it an appealing environment for those looking to advance in the fintech space.
Joblaze insights
- Listed 9 days ago on Joblaze — tracked directly from Farther's career page.
- Farther has 35 other open roles including Senior Frontend Engineer, Conversational & Gen UI, Client Transitions Associate, Senior Trading Associate.
- 445 active Excel roles on Joblaze right now.
- 17 active Trading roles on Joblaze right now.
- 7 active Wealth Management roles on Joblaze right now.
- Typical Excel salary we track runs $83,000–$144,500 (median $110,500, across 241 roles). See Excel salary trends
Quick facts
- How much experience is required?
- At least 4 years of relevant experience for this Senior Trading Associate role.
- What's the tech stack?
- Joblaze extracted these technologies from the posting: Excel, FINRA, SEC, Trading, Wealth Management, investment operations.
- What seniority level is this role?
- Farther targets senior candidates for this position.
- Is this full-time or contract?
- Full-time for this Senior Trading Associate role at Farther.
From the original posting
Company Description
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.
The Role
Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.
The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.
Your Impact
- Execute and manage trades across RIA advisory accounts and advisory platforms, ensuring accurate order entry, allocation, and settlement.
- Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
- Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
- Partner with Compliance and Operations leadership to ensure adherence to FINRA, SEC, and firm trading policies.
- Support trade execution for advisors during large asset transitions, portfolio restructures, and client-driven trade activity, including portfolio rebalancing and model implementation.
- Identify opportunities to streamline trading workflows and reduce manual operational risk; partner with technology and operations teams to enhance trading systems and automation capabilities.
- Contribute to the design and documentation of scalable trading procedures and operational playbooks as the firm grows.
The Ideal Match
- Bachelor's degree in Finance, Economics, Business, or a related field.
- 4+ years of experience in trading operations, investment operations, or trade execution within wealth management, asset management, or broker-dealer environments.
- Strong understanding of trade execution workflows, order management systems, settlement and reconciliation processes, and portfolio rebalancing mechanics.
- Experience with custodial trading platforms (Schwab, Fidelity, Pershing, Apex, etc.) and advanced proficiency in Excel and data analysis.
- Demonstrated ability to operate in high-volume trading environments with exceptional accuracy, a risk-aware mindset, and comfort with technology-driven workflows.
Bonus Points
- Experience supporting both RIA trading environments and broker-dealer platforms.
- Active or interest in obtaining Series 7 and Series 63,
- Background in fast-growth fintech or technology-enabled wealth firms.
- Exposure to trading automation, process improvement, or system implementations
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
- Unlimited PTO
- Ready to disrupt wealth management? Let's talk!
Ready to disrupt wealth management? Let's talk!