Director, Trade Operations

Description

At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and communities they care about. We focus on exceeding expectations, simplifying lives, and establishing legacies that last for generations. We are always looking for talented and motivated individuals to join our team. If you want to work for a company that values your contributions and supports your growth, we would like to meet you.

This role serves as a critical leader at the intersection of technology, workflow design, and business needs within the trading organization. This position will play a pivotal role in implementing our enterprise trading platform, Vestmark, and building out the necessary technology systems and workflows to support it. The role also focuses on connecting Client Operations and Trading with the Data team - ensuring implemented solutions are optimized for business needs and client outcomes; data flow occurs on time and without error; and systems are in place to validate, reconcile, and identify any issues. This role focuses on driving operational efficiency, integrating advanced trading systems, and ensuring seamless collaboration across technical and non-technical teams and managing vendor relationships.

Responsibilities

Strategic Planning & Execution

• Lead program management for the implementation of strategic initiatives within the trading organization

• Maintain alignment with the broader mission across stakeholders impacted by trading.

• Onboard offices onto the central trading platform, increasing integration and adoption.

  • Participate in discovery discussions with trading leadership in order to translate office needs into requirements for Vestmark as part of onboarding (e.g., new custodian integrations, new product build, etc.)

Data Flows, Conversions, and Quality 

• Liaise with Data Operations team to ensure Data Quality is monitored sufficiently, issues are remediated promptly, and trade errors as a result of data quality are avoided.

• Coordinate with Data Operations team to ensure data is converted from legacy systems and uploaded to new Corient systems appropriately – providing necessary  business context and managing timelines.

• Collaborate with Data Engineering team to build robust integrations across our tech stack to facilitate critical trading workflows / activities; evaluate and execute against opportunities to improve integrations over time (e.g., shift from SFTP to APIs).

Technology & Workflow Integration

• Implement and optimize trading platforms and related technologies.

• Partner with trading leadership and teams to design workflows to enhance speed, accuracy, and scalability.

Business Alignment

• Translate evolving business requirements into actionable technology and operational solutions.

• Lead / coordinate launch of trading related workflows to broader business (both for initial onboarding to Vestmark and for subsequent improvements).

• Monitor industry trends and recommend enhancements to maintain competitive advantage.

• Support market data requirements that inform best-in-class trade execution and enhance business intelligence for capital markets.

Vendor & Partner Management

• Manage relationships with technology vendors and service providers.

• Evaluate vendors and tools for both functional and strategic fit with a focus on cost-effectiveness as business needs evolve.

Cross-Functional Leadership

• Collaborate with stakeholders across departments to define requirements and execution plans.

• Build trust and foster engagement to ensure successful adoption of new processes and systems.

• Champion change management initiatives and coach teams through transitions.

Operational Excellence and Resilience

• Identify and implement opportunities for efficiency, automation, and innovation.

• Establish metrics and reporting frameworks to measure impact and drive continuous improvement.

• Work with Technology teams to ensure appropriate standards and controls are in place for business continuity and minimal disruptions to trading.

Qualifications & Requirements

• Bachelor’s degree required; a master’s degree in business or finance (MBA or equivalent) is highly desirable. 

• Advanced certifications in operational strategy, leadership, or financial systems are a plus. 

• 10 years of progressive experience in operations, including significant leadership roles. 

• Proven ability to manage complex projects, implement corporate strategies, and drive cross-departmental initiatives. 

Physical Requirements

• This position requires the physical capabilities to work in an office environment, which may include prolonged periods of sitting at a desk and working on a computer. Corient seeks to make reasonable accommodations that enable individuals with disabilities to perform essential duties when possible.
• This position may require the ability to lift up to 15 pounds.
• This position is required to work onsite 4 days per week.

U.S. Eligibility Requirements

• Must be 18 years of age or older.
• Must have unrestricted work authorization to work in the United States. For U.S. employment opportunities, Corient hires U.S. citizens or permanent residents. Exceptions to these requirements will be determined based on shortage of qualified candidates with a particular skill. Corient will require proof of work authorization.
• Corient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. Employers can only use E-Verify once you have accepted a job offer and completed the Form I-9.
• Must be willing to execute Corient’s Employee Agreement or Confidentiality and Non-Disclosure Agreement, which require, among other things, post-employment obligations relating to non-solicitation, confidentiality, and non-disclosure.

What You can Expect from Us Our dedication to the Employee Experience at Corient is aimed at supporting, empowering, and inspiring our talented team through:

• 401(k) Plan with Employer Matching
• Four Medical Plan options that is generously subsidized by Corient
• Employer paid Dental, Vision & Life and AD&D Insurance
• Employer paid Short-term & Long-term Disability 
• Paid Maternity & Parental Leave
• Flexible Spending Accounts & Health Savings Accounts
• Dependent Care FSA
• Commuter & Transit FSA
• Corporate Discount Program - Perkspot
• Training Reimbursement 
• Paid Professional Designations 
• Giving back to the community - Volunteer days

Corient is one of the fastest-growing wealth management platforms in the United States. We serve more than 10,000 clients and manage over $100 billion of assets through offices located across the country. We combine a boutique's personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients. Full participation of all employees in a safe, healthy and respectful environment is key to individual and company success. We are committed to fully utilizing the abilities of all our employees and expect each of our employees to honor this commitment in their daily responsibilities. We are an equal opportunity employer. All candidates will be recruited and, if applicable, selected and employed without regard to sex, race, religion, marital status, veteran status, age, national origin, sexual orientation, gender identity, color, creed, ancestry, disability, genetic information or any other basis prohibited by law.  

 

 

This position description is intended to provide a general overview of the expectations and responsibilities of this position and may not include all tasks that may be assigned. As the nature of business demands change, so may the functions of this position. Additional duties and responsibilities may be assigned with or without notice.

This position is exempt and is paid according to the laws of the Massachusetts. The pay range for this position is $145,000 - 180,000 USD per year. We are required to provide a reasonable estimate of the compensation range for this role. This range takes into account the wide range of factors that are considered in making compensation decisions including but not limited to experience, skills, knowledge, abilities, education, licensure and certifications, and other business and organizational needs. It is not typical for an individual to be offered a salary at or near the top of the range for a position. Salary offers are determined based on final candidate qualifications and experience.