Sr Relationship Trader- Advisor Services Block Desk & Trading

About the role

Develop execution strategies for large or less-liquid equity and ETF orders, manage Not-Held order flow, and use trade analysis to explain outcomes and recommend process improvements. Build trusted RIA relationships and represent the Block Desk through consultations, education sessions, webinars, and industry events while collaborating with internal and external partners. Requires equity and ETF trading expertise, sound execution and risk judgment, strong client consulting and analytical abilities, and clear communication and presentation skills. Candidates should be proficient with Bloomberg and electronic execution or order management platforms; Series 57, Series 24, or Series 4 licenses and a bachelor’s degree or equivalent are preferred.