Senior Relationship Manager – Trading Services

Overview

In this role you will serve as the primary contact for planning, coordinating, and executing onboarding for internal and external portfolio managers. You will collaborate with senior leaders across Equities, Fixed Income, Credit, Commodities and Quant Strategies to ensure a seamless onboarding experience. You will lead cross-functional projects to improve PM onboarding and data capture, and support strategic initiatives around new strategies, products, markets, and trading systems. You will provide high-quality advisory guidance to managers on using the Millennium platform effectively.

Responsibilities

• Serve as the main point of contact for onboarding planning and execution for portfolio managers and teams
• Partner with senior leaders across asset classes to facilitate seamless onboarding
• Understand PM requirements and coordinate delivery with Risk, Technology, Operations, Compliance, Legal, HR and others
• Lead cross-functional projects from planning to delivery to enhance PM experience and data capture
• Support strategic initiatives related to new strategies, products, markets and trading systems
• Provide advisory guidance to managers on onboarding to the Millennium platform

Key requirements

• 12+ years in financial services, ideally hedge fund, allocator, or prime brokerage
• Strong knowledge of market structure, equities execution flows, trading strategies, and hedge fund or broker operational processes
• Proven ability to build relationships across business lines and teams
• Excellent verbal and written communication skills
• Strong analytical and problem-solving abilities with sound judgment in fast-moving situations
• Excellent organizational skills and ability to manage multiple priorities with attention to detail

• relationship-building
• communication
• cross-functional collaboration
• market structure knowledge
• equities execution flows
• trading strategies

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