
Global Trade Lifecycle Manager
1 semana atrás
Job Title: Global Trading Operations Specialist
">The Intersection of Markets, Clients, and ExcellenceThis role places you at the heart of global markets, institutional relationships, and operational excellence within a fast-scaling fintech environment.
We are seeking a talented professional to support the full trade lifecycle while serving as the primary operational point of contact for institutional clients across the Americas.
About the Role- Act as the operational point of contact for institutional clients across the Americas, handling inquiries on account setup, funding, trade status, and platform usage.
- Partner with internal teams across Technology, Product, Clearing, and Compliance to resolve client requests promptly.
- Support client onboarding (KYC), including documentation, operational setup, and platform access.
- Track and manage client issues, ensuring visibility, ownership, and timely resolution within SLAs.
- Proactively monitor client activity and system alerts, escalating potential issues as needed.
- Document processes and contribute to internal knowledge bases and playbooks.
- Collaborate with Sales and Relationship Management teams to deliver an excellent client experience.
- 5+ years in back-office, middle-office, or operations roles within a broker-dealer, bank, or fintech.
- Fluency in English, Portuguese, and Spanish (written and spoken) is essential.
- Strong understanding of the trade lifecycle, settlement processes, and clearing mechanisms across asset classes.
- Hands-on experience with reconciliation tools, custodians, and clearing houses.
- Analytical mindset, high attention to detail, and client-first orientation.
- Based in São Paulo, Brazil (hybrid, Faria Lima office).
- Exposure to multi-asset platforms (equities, fixed income, derivatives).
- Experience with fractional investing or omnibus account structures.
- Familiarity with regulatory frameworks in LATAM and global markets.
We offer a fast-paced and dynamic work environment with opportunities for growth and development. If you are ready to step into a high-impact role at the core of institutional trading operations, we encourage you to apply today.
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