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Head of Trade Execution

Chicago, IL, US
Commensurate with Experience
Closing date
Feb 1, 2024

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Job Role
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Not necessary

Job Details

Job Description:

AssetMark is a leading strategic provider of innovative investment and consulting solutions serving independent financial advisors. We provide investment, relationship and practice management solutions that advisors use in helping clients achieve wealth, independence and purpose.

The Job/What You'll Do:

AssetMark strives to deliver asset management excellence, and the Trade Operations team plays a key role in this delivery by ensuring that clients are accurately invested in a timely manner with quality trade execution to ensure the best client outcome.

We are looking for a Head of Trade Execution to join our team. The successful candidate will have extensive experience in the efficient and timely execution of Equities and Fixed Income at scale. In addition, the individual will stay up-to-date with industry regulations, market practices, and best execution standards.

We can consider candidates for this position who are able to accommodate a hybrid work schedule and are close to one of our following offices: Chicago, IL.

  • Manage team of associates in meeting the needs of financial advisors by processing all activity with accuracy and speed.
  • Execute an aggressive people agenda to increase employee engagement and accelerate the pace of people development
  • Manage activities using key metrics and employ strong controllership through clear, frequently maintained, comprehensive procedure documentation
  • Provide expert assistance and dedicated involvement in projects impacting trading
  • Maintain strong focus on building new capabilities, particularly those that improve scalability, reduce risk, drive productivity, and improve customer experience

Knowledge, Skills, Abilities:
  • Experience working in cross-functional teams in a variety of roles bringing strong facilitative leadership to projects and processes
  • Ability to collect, analyze, interpret, report and communicate data effectively
  • Ability to work collaboratively with team members in a fast paced environment and can effectively prioritize, manage, and identify risk
  • Experience working with technologies such as Python, R or SQL, preferred.
  • Strong track record of leadership and leading highly engaged business units

Education & Experience:
  • Bachelor's degree in statistics, mathematics, engineering, business/finance, or related field
  • 5+ years of experience

Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position.



Who We Are & What We Offer:

AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients.

AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families.

  • Flex Time Off or Paid Time/Sick Time Off
  • 401K - 6% Employer Match
  • Medical, Dental, Vision - HDHP or PPO
  • HSA - Employer contribution (HDHP only)
  • Volunteer Time Off
  • Career Development / Recognition
  • Fitness Reimbursement
  • Hybrid Work Schedule

As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.


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