Altruist
Trading Manager
Dallas, TX · Senior
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About the role
- Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it.
- As we launch Margin and Options and expand fixed income, we're hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions.
- This role sits within the Trading & Brokerage Operations organization and reports to [reporting manager].
Responsibilities
- Manage and work not held orders via algo strategies or RFQ
- Support advisor questions on bond availability, pricing, yield, and order status
- Flag pricing and settlement exceptions on fixed income trades and drive them to resolution
- Credit Risk Support
- Support Credit Risk in enforcing PDT, Good Faith, and Freeride restrictions on the desk
- You will also contribute as a builder: embedded with Product and Engineering as trading capabilities are designed, tested, and launched.
- Maintain the trade error account process, including documentation, approval, and loss tracking
- Maintain documentation and exception evidence for desk workflows
- Partner with Product and Engineering on trading feature buildouts across asset classes
- Design desk workflows that scale with volume, reducing manual touches and embedding controls from day one
Requirements
- Experience & Expertise
- 5+ years of experience on a trading desk, in trading operations, or in execution services at a broker-dealer or custodian
- Experience managing trade breaks, corrections, and error accounts
- Experience with OMS and routing platforms such as Sterling or equivalent
- Experience with clearing platforms such as FIS Phase 3 or equivalent
- comfort working with large trade datasets and internal tooling
- FINRA Series 7 and Series 63 required
- Series 57 required, or must be obtained within 90 days of employment
Nice to have
- Exposure to fixed income order flow and bond market mechanics strongly preferred
- Exposure to fixed income venues and data tools (e.g., Tradeweb, MarketAxess, ICE Bonds, Bloomberg) a plus
Skills
- About Altruist
- Kindness - Kindness doesn't just equal niceness.
Compensation
- Professional growth and development opportunities including an employee mobility program and an annual L&D budget allocation for each employee.
Benefits
- Premium healthcare, dental, and vision insurance plans (HMO and PPO).
- 401k savings plan with a 4% match and immediate vesting.
- 16 week paid parental leave after one year of employment.
- Company perks program (includes discounts on pet insurance, fitness, cell phone plans, and travel, etc.).
- Equity & Options Desk Execution
- Hands-on experience with equity and options order handling, routing, and trade support
Company info
- We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all.
- But first, our values Kindness - Kindness doesn't just equal niceness.
- Grit - When challenges arise, we stay laser focused on achieving our mission and finding a way forward, even when it's hard.
This listing is sourced directly from Altruist's careers page and normalized into a canonical job model.