Boutique Recruiting
Trader
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This range is provided by Boutique Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $85,000.00/yr – $100,000.00/yr
A growing financial services firm based in Oakbrook Terrace, Illinois, is seeking a Trader to join their team. The ideal candidate is analytical, detail-oriented, and collaborative, ready to manage trading operations, client requests, and custodian interactions while contributing to a fast-paced, team-oriented culture focused on growth and client success.
Salary Range: $85,000 - $100,000 / year base DOE
Trader Responsibilities
Report directly to the Director of Operations
Manage daily trading operations including account rebalancing, block trading, and fixed income transactions
Process money movement requests such as withdrawals, journals, and wire transfers
Monitor and maintain data accuracy within portfolio management and trading systems
Coordinate with advisors to address account updates, deposits, transfers, and client inquiries
Communicate with custodial partners regarding trade requests, service matters, and corrections
Support integrations and reconciliations to ensure accurate trade and performance data
Identify and implement process improvements that enhance trading efficiency and overall client service
Trader Requirements
3–5 years of experience in a Broker/Dealer, Registered Investment Advisor, or Custodian trade operations environment
Active Series 7 license required
Strong understanding of securities markets across equities, fixed income, and options
Highly analytical, organized, and detail-focused with the ability to work independently
Strong written communication and documentation skills
Ability to manage multiple priorities and shifting deadlines effectively
Experience with major custodial platforms preferred
Familiarity with portfolio management and trading software a plus
Benefits
PTO and paid holidays
Health insurance available after 90 days
401(k) plan with employer match
Apply Now!
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Financial Services, Banking, and Investment Management
Referrals increase your chances of interviewing at Boutique Recruiting by 2x
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This range is provided by Boutique Recruiting. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base Pay Range $85,000.00/yr – $100,000.00/yr
A growing financial services firm based in Oakbrook Terrace, Illinois, is seeking a Trader to join their team. The ideal candidate is analytical, detail-oriented, and collaborative, ready to manage trading operations, client requests, and custodian interactions while contributing to a fast-paced, team-oriented culture focused on growth and client success.
Salary Range: $85,000 - $100,000 / year base DOE
Trader Responsibilities
Report directly to the Director of Operations
Manage daily trading operations including account rebalancing, block trading, and fixed income transactions
Process money movement requests such as withdrawals, journals, and wire transfers
Monitor and maintain data accuracy within portfolio management and trading systems
Coordinate with advisors to address account updates, deposits, transfers, and client inquiries
Communicate with custodial partners regarding trade requests, service matters, and corrections
Support integrations and reconciliations to ensure accurate trade and performance data
Identify and implement process improvements that enhance trading efficiency and overall client service
Trader Requirements
3–5 years of experience in a Broker/Dealer, Registered Investment Advisor, or Custodian trade operations environment
Active Series 7 license required
Strong understanding of securities markets across equities, fixed income, and options
Highly analytical, organized, and detail-focused with the ability to work independently
Strong written communication and documentation skills
Ability to manage multiple priorities and shifting deadlines effectively
Experience with major custodial platforms preferred
Familiarity with portfolio management and trading software a plus
Benefits
PTO and paid holidays
Health insurance available after 90 days
401(k) plan with employer match
Apply Now!
Seniority level Mid-Senior level
Employment type Full-time
Job function Finance and Sales
Industries Financial Services, Banking, and Investment Management
Referrals increase your chances of interviewing at Boutique Recruiting by 2x
#J-18808-Ljbffr