Trade Desk Manager - Topstep Brokerage
Summary
The Trade Desk Manager is responsible for overseeing the daily operations of the Trade Desk Specialist team and ensuring a seamless and professional client experience. This role requires strong leadership skills, a comprehensive understanding of brokerage operations, and an ability to manage a dynamic team. The manager will work closely with clients, internal teams, and brokerage partners, ensuring compliance with industry regulations and company standards. The ideal candidate will be adept at coaching, supporting the team, and addressing client inquiries while ensuring high-quality service and operational efficiency.
Key Responsibilities
- Supervise and manage the day-to-day activities of the Trade Desk Specialist team to ensure high-quality client support and operational efficiency.
- Serve as the primary point of escalation for complex client inquiries, ensuring prompt resolution of issues and maintaining a client-first mindset.
- Monitor team performance, including client call/email response times, and ensure adherence to internal procedures, compliance standards, and operational best practices.
- Maintain oversight of client account processes, including onboarding, trade execution, and margin-related inquiries.
- Ensure team members are trained and well-versed in the firm’s platforms (e.g., CQG, TradingView, T4, TT), tools, and operational procedures.
- Foster a collaborative environment within the team and across departments to ensure smooth handling of account-related actions, including opening, updates, and closures.
- Stay up to date with industry regulatory requirements, including NFA and CFTC guidelines, and ensure team compliance with all applicable rules.
- Participate in and lead ongoing training initiatives, ensuring the team’s professional growth and knowledge of industry trends, product updates, and trading platforms.
- Manage administrative tasks and special projects as assigned by senior leadership.
- Contribute to the firm’s strategic goals by improving workflows and processes, enhancing team performance, and supporting company initiatives.
- Work closely with senior management to help optimize trade desk operations and implement best practices.
- Monitor open exposure and risk, working with specialists to mitigate potential issues and ensuring client accounts are properly managed.
- Build out, maintain, and oversee execution of Contingency Plan.
Required Qualifications and Key Competencies
- 5+ years of live futures trading industry experience on the professional or institutional side
- 3+ years of management experience
- Series 3 License Required
- Bachelor's degree or equivalent experience
- Proven experience in managing or supervising a team in a financial services or brokerage environment, with a strong understanding of futures markets.
- In-depth knowledge of trading platforms (e.g., CQG, TradingView, T4, TT) and CRM systems.
- Excellent verbal and written communication skills, with the ability to articulate complex issues clearly to both clients and team members.
- Strong leadership and team management skills, with a focus on coaching and performance development.
- Exceptional attention to detail, organizational skills, and the ability to manage multiple priorities in a fast-paced environment.
- Demonstrated ability to resolve complex client issues and escalate when necessary.
- Track record of providing a positive and effective experience for clients and customers, ensuring satisfaction and long-term relationships.
- Familiarity with regulatory requirements (NFA, CFTC) and a strong commitment to compliance standards.
- Proficient with Microsoft 365 and other business management software.
- Client-focused mindset with a proactive, problem-solving approach.
- Ability to collaborate effectively across departments and with external partners to ensure client satisfaction and operational success.
New Hire Base Salary Range
- $90,000-$110,000
- Bonus: This position is eligible for a performance-based bonus as provided by the plan terms and governing documents.
- The compensation offered will take into account internal equity and may vary depending on the candidate's geographic region, job-related knowledge, skills, and experience among other factors.
Eligibility & Location Restrictions:
We are currently unable to hire candidates residing in the following states: California and Montana. If you are located in one of these states, we encourage you to check back in the future for opportunities as our hiring policies may change.
Equal Opportunity Employer
Topstep is an Equal Opportunity Employer. We are committed to fostering an inclusive environment where all employees and applicants are valued. All qualified candidates will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, age, disability, or veteran status, in compliance with applicable federal, state, and local laws.
Interested in the role? Apply today with your resume and cover letter!
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