{"id":4266077,"url":"https://alion.io/job/goodwin-recruiting-trading-operations-specialist","title":"Trading Operations Specialist","company":{"id":4541543,"name":"Goodwin Recruiting","domain":"goodwinrecruiting.com","url":"https://alion.io/company/goodwin-recruiting","size_band":"51-200","is_staffing_agency":true,"employer_type":"agency","is_intermediary":false,"listed_via":null,"ats_vendor":null,"truth_index":null},"role":"Operations","role_family":"Operations","seniority":"junior","employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["New York, United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":75000,"max":90000,"currency":"USD","period":"year","gross":null,"usd_annual":90000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-11T00:00:00Z","employer_posted_date":"2026-11-12","last_verified_at":"2026-11-13T16:47:57Z","board_verified":true,"closed_at":null,"days_open":2,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":2},"description":"Trading Operations Specialist (Remote)\nJoin a fast-growing, nationally recognized financial planning firm that is redefining how people access personalized financial advice. This innovative organization combines fiduciary financial planning, cutting-edge technology, and collaborative teams to deliver comprehensive wealth management to clients across the country.\nPosition Overview\nThe Trading Operations Specialist plays a critical role in supporting investment management operations by executing trading activities, maintaining account accuracy, and ensuring efficient portfolio implementation. This role partners closely with portfolio managers, traders, investment professionals, and custodians to support a best-in-class client experience.\nResponsibilities\nExecute and support daily trading operations and portfolio implementation.\nMonitor, reconcile, and maintain account accuracy while ensuring timely reporting.\nAssist with model updates, tax-loss harvesting, and firm-wide portfolio rebalancing.\nCoordinate with investment teams and trading partners to implement investment strategies.\nBuild and maintain relationships with custodians and other key operational partners.\nIdentify opportunities to improve trading processes and operational efficiency.\nStay current on market developments and regulatory changes impacting trading operations.\nResolve trading-related issues promptly and accurately.\nAssist clients with complex requests involving IRA transactions, cost basis, and money movement.\nServe as a subject matter expert on managed accounts, brokerage transactions, and account features.\nSupport special projects and cross-functional investment operations initiatives.\nQualifications\n2+ years of experience in trading operations, investment operations, or a related field.\nStrong analytical skills with exceptional attention to detail.\nExcellent communication and collaboration skills.\nAbility to thrive in a fast-paced, team-oriented environment.\nAdvanced proficiency with Excel and financial systems.\nKnowledge of securities markets, trading operations, and industry regulations.\nExperience with an order management system (Orion preferred).\nCompensation & Benefits\n $70,000-$95,000 base salary plus performance bonus.\nEquity opportunity.\nFully remote within the United States.\nFlexible PTO.\nMedical, dental, and vision insurance.\n401(k) with employer match.\nCompany-paid disability coverage and life insurance options.\nPaid parental leave.\nProfessional certification reimbursement.\nJOB ID: 178891\nJames Barrineau","description_format":"text","description_chars":2530,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["Certification reimbursement","Equity","Life insurance","Parental leave","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":[],"lifecycle":[{"event":"open","at":"2026-11-13T16:35:57Z"}],"visa":[],"liveness":{"score":52,"band":"ok","label":"Likely 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