fartherfinance
Senior Trading Associate
At a Glance
- Location
- Hybrid - Dallas, Texas, United States
- Posted
- 2026-03-17T14:48:00-04:00
Key Requirements
Domain Knowledge
- Automation
Requirements
Nice to have:
Experience supporting both RIA trading environments and broker-dealer platforms.
Active interest in obtaining Series 7 and Series 63,
Background in fast-growth fintech or technology-enabled wealth firms.
Exposure to trading automation, process improvement, or system implementations
Responsibilities
Farther is seeking a Senior Trading Associate to support and scale the firm's trading operations across multiple platforms and custodial environments. This role sits at the center of our investment operations function and is responsible for ensuring the accurate, compliant, and efficient execution of client investment strategies.
The Senior Trading Associate will oversee the full trade lifecycle — from order intake through execution, allocation, reconciliation, and settlement — while maintaining strict adherence to regulatory, custodial, and operational controls. You'll partner closely with financial advisors, portfolio management, compliance, and custodial partners to ensure seamless execution across multiple custodians and platforms, while also helping to scale trading infrastructure and identify opportunities for automation and system improvement.
Execute and manage trades across RIA advisory accounts and broker-dealer platforms, ensuring accurate order entry, allocation, and settlement.
Oversee the end-to-end trade lifecycle, including order management, trade confirmation, allocation, and post-trade reconciliation across equities, ETFs, mutual funds, and fixed income.
Monitor trading activity to identify exceptions, discrepancies, or settlement breaks, and lead investigations through resolution.
About the Company
Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Farther’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.
Joining Farther means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.