Securities Trader - Operations Securities Trader - Operations …

VisionPoint Advisory Group
in Dallas, TX, United States
Permanent, Full time
Last application, 19 Jan 21
Based on Experience
VisionPoint Advisory Group
in Dallas, TX, United States
Permanent, Full time
Last application, 19 Jan 21
Based on Experience
Posted by:
Nancy Williamson • Managing Director of Operations
Posted by:
Nancy Williamson
Managing Director of Operations
Manage and develop all operating systems of the VisionPoint Investment Management department while providing strategic support required to accomplish the firm’s goals.
  • Leads and collaborates with VisionPoint Investment team.
  • Participation in the firm’s investment committee meetings.
  • Oversees and directs the management of firm’s investment offerings.
  • Management of firm technology platform for trading and management.
  • Works with DOO on monthly commission reporting.
  • Communicates with advisors and team members on both the application and development of offerings.
  • Works with CCO to maintain compliance superiority.
  • Maintain good relationships with representatives of our external financial partners.
  • Assist the CEO in annual and strategic planning.
  • Complete reporting to the executive committee.
  • Collaborate with Financial Advisors across the nation via multiple communication platforms (in-person, phone, GoToMeeting, email, etc.)
  • Communicates with advisors and team members on both the application and development of offerings.
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