Related skills
regulatory compliance wealth_management api_trading📋 Description
- Own relationships with Public's most active traders, delivering white-glove service
- Serve as primary contact and advisor for equities, options, crypto, and new offerings
- Drive retention and growth via proactive outreach and relationship building
- Partner with Product, Engineering, and Compliance to advocate member needs
- Identify and execute business development to grow wallet share
- Act as internal expert on active trader behavior to shape product strategy
🎯 Requirements
- 5+ years experience in trading or wealth management
- Series 7, 63/66, and 4 (or ability to attain)
- Advanced options trading (single/multi-leg), margin, crypto, and/or API trading
- Experience navigating regulatory compliance constraints
- Experience cross-functional collaboration with internal partners
- Highly independent problem solver delivering white-glove service
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