5 Director, Enterprise Trading Jobs in Philadelphia, PA
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Orion is Hiring a Director, Enterprise Trading Near Philadelphia, PA
In This Role, You’ll Get To
- Create, articulate, and execute against a strategic vision for the Enterprise Trading team as part of Orion Portfolio Solutions as a whole
- Assess existing and look to expand the outsourced product and custody offerings of the Orion Wealth Management Platform including creating a best-in-class operations/service model that is repeatable and consistent
- Work with executive leaders and peers across the firm to map enterprise and advisor needs
- Define the vision and strategy to ensure successful end-to-end process integration
- Identify operational risks and assess the adequacy of controls to manage such risks, including recommending enhanced or additional controls and/or overall process improvement
- Assist and service Enterprise strategists and team members using Orion
- Maintain relationships with our custodial partners and fund companies and understand their unique processes
- Create, review, and process mutual fund and equity orders, block orders, and allocations
- Review and enter trade corrections when necessary
- Report on Best Execution and key indicators to display department success and prove industry compliance
- Manage team members within department including but not limited to hiring, training and developing employees, delegating work assignments, writing and conducting performance appraisals, salary recommendations, and administering corrective actions
- Mentor team members through instruction, coaching, providing real-time on-the-job experiences, modeling effective practices, and advising on methods used
- Maintain industry knowledge and awareness of current market conditions
- Create team structure that makes sense to accurately and effectively accomplish daily tasks
- Review and build upon the existing SMA offerings and workflows of the Platform
- Establish and manage SLAs that we are responsible for as well as our clients are responsible for delivering. Manage key performance metrics to ensure expectations are met on an ongoing basis
- Proactively collaborate across internal departments to deliver cohesive solutions that ensure flawless execution and continued evolution
- Participate in prospect due diligence assessments, presentations, and platform demonstrations
- Develop deep understanding of Orion technology and how it can be best utilized within the TAMP to proactively advance these offerings for advisors
- Has working knowledge of how TD Ameritrade, Charles Schwab, Fidelity and other major custodians operate and interact with a firm similar to Orion
- Has a minimum of a bachelor’s degree in business administration or related field
- Possess a minimum of 7 years of trading or related financial industry experience
- Has a minimum of 3 years of management/leadership experience
- Current Series 65 license
- Obtains Orion Industry Certification
- Owns and manages relationships with stakeholders directly and work effectively with people at all levels in an organization
The pay listed in this posting indicates the estimated pay at the time of this posting; however, may vary depending on geographic location, job-related knowledge, skills, and experience. In addition, Orion offers a competitive benefits package which includes health, dental, vision, and disability coverage on day one, 401(k) plan with employer match, paid parental leave, pet benefits including pawternity leave and pet insurance, student loan repayment and more.
About UsAs One-Orion, we accomplish our best work by being personally accountable to each other and the clients we serve. We are creating a welcoming environment where everyone is respected, valued, and heard. Our willingness to disrupt ourselves, and the industry ensures we stay ahead of client expectations. Thinking differently is in our DNA – we innovate, push boundaries, reject the status quo, and relentlessly pursue transformative outcomes. It is our collective will to win that drives Orion’s success and powers success for our clients and everyone at Orion.
Job Summary
Full Time
IT Outsourcing & Consulting
$176k-240k (estimate)
07/17/2024
08/01/2024
orioninc.com
EDISON, NJ
1,000 - 3,000
1993
ANTHONY MITCHELL
$50M - $200M
IT Outsourcing & Consulting
Related Companies
About Orion
NetRD Bilgi Teknolojileri ve Telekomnikasyon A.S, is now part of Orion Innovation Group... Orion is a leading digital transformation and product development services firm that provides business solutions rooted in Digital Strategy, Experience Design, and Engineering, delivering transformative business transformation and product development for our clients. With a unique combination of agility, scale and maturity, Orion is headquartered in Edison, NJ and has a team of over 4,750 associates in 9 major delivery centers across the Americas, Europe, and APAC. Our mission is to be an agile and trust...ed partner for business transformation initiatives, providing deep emerging technology, digital design and domain expertise. Orion has served Fortune 1,000 enterprises for over 25 years with clients across financial services, professional services, telecommunications and media, automotive, industrial automation, professional sports and entertainment, life sciences, ecommerce and education. The Wall Street Journal recently spoke to Raj and published a story on the recent acquisition of Tekmark Global Solutions. Read the article here: https://webreprints.djreprints.com/57342.html
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