Jobs · Finance · Texas

Trading Manager

Altruist · Dallas, TX · 3 wk ago
HybridFinanceFull-time
We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. Must not repeat job title. Must not include Job ID etc. Must preserve all substantive info. Remove boilerplate like EEO, navigation, etc. Must not include filler like "commensurate with experience". Must not create Pay/Schedule/Benefits unless posting actually states them. Let's see if posting mentions Pay: It says "Competitive pay." That's a statement but not specific numbers. The rule: never emit a heading followed by filler/placeholder text (e.g., "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. "Competitive pay." is vague but it's a statement. Is that considered filler? It's not a specific number, but it's a statement about pay. The rule says never create Pay section unless posting actually states them. It does state "Competitive pay." That is a statement about pay, albeit non-specific. Might be considered real content? The instruction: "Prefer a few substantive sections over many thin ones." Also "never emit a heading followed by filler/placeholder text (e.g., 'commensurate with experience', 'not specified', 'N/A', 'varies', 'TBD')". "Competitive pay." is not exactly those examples but could be considered vague. However, they said "never create Pay/Schedule/Benefits sections unless the posting actually states them." It does state "Competitive pay." So we could include a Pay section with that sentence. But maybe better to avoid because it's not substantive. The instruction: "Prefer a few substantive sections over many thin ones." So maybe we omit Pay if it's just "Competitive pay." Similarly Benefits: they list many benefits: hybrid work schedule, office spaces, premium healthcare, dental, vision, 401k match, parental leave, professional growth, company perks, financial guidance, work from anywhere policy. That's substantive. So Benefits section should be included. Schedule: they mention hybrid work schedule for most positions. That's a schedule detail. So we could include Schedule section with that. However they said never create Schedule unless posting actually states them. It does state hybrid work schedule. So we can include Schedule. Now we need sections: About the role (maybe from "The opportunity" paragraph). Responsibilities (What you’ll do). Requirements (Experience & Expertise, Technical & Systems Familiarity, Licensing). Qualifications maybe overlapping; but we can combine. Skills (Skills & Mindset). Benefits (What we bring). Pay (Competitive pay). Schedule (Hybrid work schedule). Also maybe "About Altruist" intro could be part of About the role? The instruction: Use

for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should follow those exact headings. We need to decide which sections to include based on content. Let's extract content: About Altruist description: "Altruist is transforming the multi-trillion dollar wealth management industry by building an AI platform for wealth professionals. We partner with financial advisors nationwide, empowering them to grow, optimize time and resources, and deliver superior outcomes for their clients. We're looking for exceptional talent to help us achieve our mission of making financial advice better, more affordable, and accessible to all. If you're passionate about challenging the status quo and want to do the most important work of your life, we'd love to meet you!" That's about company and mission. Could be "About the role"? Actually "About the role" would be description of the role. The "The opportunity" paragraph describes role: "Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it. As we launch Margin and Options and expand fixed income, we're hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions." plus more about reporting, individual contributor, etc. That seems suitable for About the role. Responsibilities: "What you’ll do" bullet list. Requirements: "Experience & Expertise", "Technical & Systems Familiarity", "Licensing". Could be under Requirements. Qualifications: maybe same as Requirements? But we could treat Qualifications as maybe "Experience & Expertise" etc. However to avoid duplication, we could put Requirements for experience/technical/licensing, and Qualifications for maybe "Skills & Mindset"? But Skills & Mindset is separate heading. The instruction list includes both Requirements and Qualifications as separate possible headings. We need to decide if we have content for both. The posting has "What you bring" with subsections Experience & Expertise, Technical & Systems Familiarity, Licensing, Skills & Mindset. So we could map: - Requirements: Experience & Expertise, Technical & Systems Familiarity, Licensing (maybe combined) - Qualifications: maybe not needed separately; but we could treat Qualifications as same as Requirements? However we should not create empty sections. If we don't have distinct content for Qualifications, we should omit it. Skills: Skills & Mindset. Benefits: What we bring (the bullet list after "What we bring"). Pay: "Competitive pay." Schedule: "A hybrid work schedule for most positions to promote strong, in-person collaboration." Now we need to preserve all substantive information. Must not invent or summarize away detail. Must not repeat job title. Must not put Job ID etc. We need to output HTML fragment only, no /, no markdown fences. We'll produce sections with

headings, then content: for prose use

, for lists use

  • . We need to ensure we preserve all details from the posting. Let's extract details precisely. First, About the role: combine "The opportunity" paragraph and maybe the preceding description about role? The "The opportunity" includes: "Altruist's Trade Desk sits at the center of the advisor experience: every order, correction, and market event runs through it. As we launch Margin and Options and expand fixed income, we're hiring a Manager, Trading as a desk generalist to run daily workflows and the trade lifecycle across equities, options, and fixed income, while supporting Credit Risk functions. This role sits within the Trading & Brokerage Operations organization and reports to [reporting manager]. It is an individual contributor role, not a people leadership role: a functional manager seat one step up from the Senior Analyst level, with deeper ownership of daily workflows, escalations, and process quality. It is built for someone who aspires to lead and wants to earn that seat by mastering the function first. If you want breadth across asset classes and daily ownership of desk operations at a fast-growing custodian, with a clear path toward leadership, this role offers meaningful scope." We should keep that exactly, but we can remove the placeholder "[reporting manager]" as it's placeholder? It's actually a placeholder; we should not invent or summarize away detail. It's a placeholder; maybe we should keep it as is? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." The placeholder is not substantive; it's a placeholder. Should we keep it? It's not real info. Might be considered boilerplate? It's not navigation/legal/EEO. It's a placeholder for reporting manager. I'd say we keep it as is because it's part of the text, but it's not substantive. However we could keep it; it's not invented. It's just "[reporting manager]". I'd keep it. Now Responsibilities: "What you’ll do" includes multiple paragraphs each starting with a bold heading? Actually the text: "You will be accountable for the accuracy, timeliness, and reliability of daily desk operations across equities, options, and fixed income, and for supporting Credit Risk when accounts must be brought back into compliance. You will also contribute as a builder: embedded with Product and Engineering as trading capabilities are designed, tested, and launched. Equity & Options Desk ExecutionMonitor daily order flow, routing, and executions across equities and options, resolving anomalies and escalating issuesReview orders and evaluate risk on trades that drop to review, approving, rejecting, or escalating per policyManage and work not held orders via algo strategies or RFQServe as the desk's senior point of contact for advisor questions on orders, executions, and market events Fixed Income Order FlowWork fixed income order flow, including treasuries, municipals, corporates, and brokered CDs, across dealers and electronic venuesSupport advisor questions on bond availability, pricing, yield, and order statusFlag pricing and settlement exceptions on fixed income trades and drive them to resolution Credit Risk SupportSupport Credit Risk by executing liquidations required to satisfy margin calls and debit obligationsSupport Credit Risk in enforcing PDT, Good Faith, and Freeride restrictions on the deskField buying power and restriction questions from advisors and route risk decisions to Credit Risk Trade Lifecycle, Breaks & CorrectionsOversee trade break research and resolution, cancels and rebills, and trade error handling under firm policyMaintain the trade error account process, including documentation, approval, and loss trackingEnsure clean handoffs between the desk, clearing, and settlement workflows Regulatory & Control ResponsibilitiesExecute daily desk activity in compliance with applicable SEC, FINRA, MSRB, and exchange rules governing order handling and tradingMaintain documentation and exception evidence for desk workflows Build & ScalePartner with Product and Engineering on trading feature buildouts across asset classesDesign desk workflows that scale with volume, reducing manual touches and embedding controls from day oneIdentify where AI and automation can improve break triage, exception handling, and advisor response quality, and pilot those improvements" It seems the original had line breaks but got concatenated. We need to preserve the meaning but we can format as list items for each bullet. The original had headings: Equity & Options Desk Execution, Fixed Income Order Flow, Credit Risk Support, Trade Lifecycle, Breaks & Corrections, Regulatory & Control Responsibilities, Build & Scale. Each with sentences. We should create a
      with
    • for each responsibility area, preserving the sentences. Let's extract each: - Equity & Options Desk Execution: "Monitor daily order flow, routing, and executions across equities and options, resolving anomalies and escalating issues; Review orders and evaluate risk on trades that drop to review, approving, rejecting, or escalating per policy; Manage and work not held orders via algo strategies or RFQ; Serve as the desk's senior point of contact for advisor questions on orders, executions, and market events." But the original text: "Equity & Options Desk ExecutionMonitor daily order flow, routing, and executions across equities and options, resolving anomalies and escalating issuesReview orders and evaluate risk on trades that drop to review, approving, rejecting, or escalating per policyManage and work not held orders via algo strategies or RFQServe as the desk's senior point of contact for advisor questions on orders, executions, and market events". We need to split appropriately. We'll add punctuation for clarity but must not invent detail. Adding punctuation is okay as it doesn't change meaning. We'll keep the sentences as is but separate with semicolons. - Fixed Income Order Flow: "Work fixed income order flow, including treasuries, municipals, corporates, and brokered CDs, across dealers and electronic venues; Support advisor questions on bond availability, pricing, yield, and order status; Flag pricing and settlement exceptions on fixed income trades and drive them to resolution." - Credit Risk Support: "Support Credit Risk by executing liquidations required to satisfy margin calls and debit obligations; Support Credit Risk in enforcing PDT, Good Faith, and Freeride restrictions on the desk; Field buying power and restriction questions from advisors and route risk decisions to Credit Risk." - Trade Lifecycle, Breaks & Corrections: "Oversee trade break research and resolution, cancels and rebills, and trade error handling under firm policy

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