The business problem is to improve trade execution by implementing and utilizing the Orion system, requiring a Trading Product Specialist to service clients and client support staff.
Requirements
- Provide rapid diagnosis of and response to real-time requests associated with trading connected to clients tied to Orion’s straight-thru processing mechanism platform – Financial Information Exchange (FIX)
- Provide account servicing, including technical support, and assistance to internal traders, external brokers and associated trade support staff related to general questions, trade research, workflow updates and trading technology in order to support objectives of Orion trading platform
- Deliver training to internal/external clients on the Orion Connect system, including but not limited to new investment advisors in account trading process, existing advisors on new tools and functionality of system, and internal account managers on account trading process
- Contribute to evaluation, implementation and management of electronic trading platform and assist with projects related to trading system version upgrades
- Assist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc.
- Collaborate with programming team in setting prioritization on quarterly build delivery schedules
- Conduct and participate in quarterly trading system evaluations, including creation of regression test plans (current / future state analysis) for new functionality, and makes recommendation of final solutions; perform quality assurance testing of automated solutions and newly developed workflows and other assignments as necessary
Responsibilities
- Provide rapid diagnosis of and response to real-time requests associated with trading connected to clients tied to Orion’s straight-thru processing mechanism platform – Financial Information Exchange (FIX)
- Provide account servicing, including technical support, and assistance to internal traders, external brokers and associated trade support staff related to general questions, trade research, workflow updates and trading technology in order to support objectives of Orion trading platform
- Deliver training to internal/external clients on the Orion Connect system, including but not limited to new investment advisors in account trading process, existing advisors on new tools and functionality of system, and internal account managers on account trading process
- Contribute to evaluation, implementation and management of electronic trading platform and assist with projects related to trading system version upgrades
- Assist in gathering requirements from users and create related project specification documents, which include mathematical calculations, business user interfaces, application of system, etc.
- Collaborate with programming team in setting prioritization on quarterly build delivery schedules
- Conduct and participate in quarterly trading system evaluations, including creation of regression test plans (current / future state analysis) for new functionality, and makes recommendation of final solutions; perform quality assurance testing of automated solutions and newly developed workflows and other assignments as necessary
Other
- Candidates must work in-office at one of the following locations for at least 3 days per week: Omaha, NE; Berwyn, PA; Sacramento, CA; Hebron, KY.
- Possess high school diploma, GED or equivalent
- Preferably has a Bachelor's degree in Business Administration, Finance or related field
- Has minimum of 1-3 years of experience in the financial services industry or prior/current employment with Orion; experience in a trading-related role for an investment advisor
- Obtains Orion Industry Certification
