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Role deep-dive· Advisor-facing operations

📈Trade Operations Specialist

You run morning trading for a TAMP's centralized trading desk, generating model-driven rebalance trades across 8,000 acc

Sourced from 9 recent JDs · snapshot taken 2026-06-20

Salary Lab · live estimate

What this role pays — by city, years & skill stack

New York · Wall Street + wirehouses + a fintech bench
$78k
$59k – $103k median band

Illustrative ranges — calibrated from Levels.fyi, Glassdoor and Robert Half wealth-tech guides. Real offers vary widely by firm, equity, and team. Use this to compare cities & skill stacks, not as a quote.

How the work gets done

The same four lenses applied to every capability and skill page.

Trading & rebalancing

5 operations

  • Household drift detection

    daily

    Drift surfaced at sleeve, account, and household with band thresholds — not just per-account model deltas.

  • Tax-aware lot selection & wash-sale guard

    daily

    Proposed trades respect ST/LT gain limits, holding-period rules, and cross-account wash-sale windows.

  • Block, allocate, route

    daily

    Trader blocks across households, allocates pro-rata, and routes to the right custodian without re-keying.

  • Pre-trade compliance checks

    daily

    Suitability, concentration, restricted lists, and IPS bands enforced before the order leaves the OMS.

  • Post-trade allocation & reconcile

    daily

    Fills allocate back cleanly, breaks land in an exception queue, and the household model state matches the custodian by T+1.

Day-in-the-life

Day-in-the-life (sourced from 9 recent JDs)

You run morning trading for a TAMP's centralized trading desk, generating model-driven rebalance trades across 8,000 accounts, resolving OMS errors before the 9:30 AM market open.

Top skills for this role

  • Job demand48%
  • Job demand38%
  • Job demand41%
  • Job demand22%
  • Job demand44%
  • Job demand52%
Features you'd touch in this role
Recommended path

How to land — and survive — as a Trade Operations Specialist

  1. Step 1 · Free · play now
    Run the Skill DNA drill — see where you stand on Drift bands & model assignment
    Hands-on drill

    A fast, scenario-based self-assessment. Replayable, no signup, 5–10 minutes. Different from the multiple-choice quizzes further down the page.

    Start the drill
  2. Step 2 · Premium · full playbook
    Trade Operations Specialist playbook (preview)

    Hand-curated checklists, real templates, and the failure modes nobody documents — see the first 30% free.

    Preview the playbook
    Preview
  3. Step 3 · 1:1 · operator session
    Mock interview with an operator

    30-minute 1:1: role-specific case prompts, portfolio review, and offer-negotiation talk-track.

    Book a slot
    Live
Practice & explore

Drills, quizzes, vendor matrix, industry map, and reads — all in one place.

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