Job Details

A company is looking for a Concierge - Active Trading Lead.Key ResponsibilitiesManage relationships with a portfolio of active and sophisticated traders, providing a high-touch experienceAct as the primary contact and strategic advisor for members navigating various asset classesDrive member retention and engagement through proactive outreach and collaboration with cross-functional teamsRequired Qualifications5+ years of experience in a trading or wealth management organizationPossession of Series 7, Series 63/66, and Series 4 licenses (or ability to obtain them)Experience with advanced options trading, margin trading, crypto trading, and/or API tradingFamiliarity with regulatory compliance in delivering business outcomesExperience collaborating with internal partners to enhance user experience