Trader

• Execute institutional equity orders across single-stock, portfolio, block, and index-related strategies
• Determine broker strategy, algorithm selection, venue strategy, and execution approach based on market conditions, liquidity, and risk
• Partner with external and internal stakeholders to ensure seamless trade flow, accurate communication, and efficient execution
• Monitor execution quality and trading outcomes
• Identify and escalate risks, exceptions, and operational issues
• Operate within trading limits, entitlements, and control frameworks
• Maintain compliance with firm policies, client mandates, and regulatory requirements
• Support audit, compliance, and regulatory reviews with documentation of execution decisions, rationale, and outcomes
• Use pre-trade and post-trade transaction cost analysis to inform strategy and evaluate broker and venue performance
• Enhance trading workflows, technology platforms, execution processes, and control frameworks
• Develop relationships with institutional clients, brokers, and market participants
• Advise clients and internal partners on equity market structure, execution venues, trading technologies, and best execution practices

Senior Trader, Brokerage

• Execute institutional equity orders across single-stock, portfolio, block, and index-related strategies while meeting client instructions and best execution standards.
• Determine execution approach, broker strategy, algorithm selection, and venue strategy based on market conditions, liquidity, and risk.
• Partner with external and internal stakeholders to ensure seamless trade flow, accurate communication, and efficient execution.
• Monitor execution quality and trading outcomes; identify and escalate risks, exceptions, and operational issues.
• Operate within trading limits, entitlements, and control frameworks while maintaining compliance with firm policies, client mandates, and regulatory requirements.
• Support audit, compliance, and regulatory reviews through documentation of execution decisions, rationale, and outcomes.
• Use pre-trade and post-trade transaction cost analysis to inform strategy and evaluate broker and venue performance.
• Enhance trading workflows, technology platforms, execution processes, and control frameworks.
• Develop relationships with institutional clients, brokers, and market participants and advise on execution strategy and market conditions.
• Serve as a subject matter expert on equity market structure, execution venues, trading technologies, and best execution practices.

• Create comprehensive media strategies aligned with client objectives
• Leverage first-party and third-party data for audience targeting and segmentation
• Develop and implement programmatic campaigns across DSPs including DV360 and The Trade Desk
• Monitor and optimize campaigns to achieve performance and pacing goals
• Generate and analyze performance reports with actionable insights and recommendations
• Identify and resolve campaign performance and delivery issues
• Coordinate with creative, analytics, and account teams for cohesive campaign execution
• Serve as the primary client contact for campaign performance updates and strategy adjustments
• Present campaign plans, performance reports, and strategic recommendations to clients
• Manage day-to-day programmatic clients across Display, Native, Video, Audio, and other channels
• Achieve NSM Attainment of 100% and CSAT of 4.4+

Programmatic Trader

• Serve as senior owner for major sports and entertainment partnerships, setting and revising pricing strategy
• Own commercial relationship health, renewal posture, escalations, and partner leadership engagement
• Set and move prices throughout the event lifecycle against sell-through, price realization, and spoilage targets
• Decide inventory holds, releases, channel distribution, and when positions should be worked down
• Manage partner relationships through reporting, strategy check-ins, and market discussions
• Mentor junior traders and review pricing work on high-stakes events
• Answer partner research questions on marketplace behavior, demand drivers, and season or event projections
• Turn one-off research requests into repeatable team outputs
• Identify service, automation, AI tooling, and pricing intelligence opportunities; lead pilots and product builds
• Analyze post-event pricing outcomes and apply learnings to future cycles
• Travel for partner visits, business reviews, live events, conferences, and offsites, including evenings and weekends

Senior Trader

• Execute customer-directed transactions involving Treasury securities, agency securities, commercial paper, money market mutual funds, FDIC sweep products, and other fixed income instruments
• Support trades through the full trade lifecycle, including execution, confirmation, clearing, settlement, and operational processing
• Perform trade balancing, reconciliations, operational reporting, and issue resolution activities
• Partner with Money Center Sales, Operations, Compliance, broker dealers, and external counterparties to support accurate trade execution and processing
• Maintain compliance with established procedures, policies, and regulatory requirements
• Provide guidance and assistance to less experienced team members as needed
• Work in a fast-paced, high-volume trading and operations environment

Fixed Income Trader

• Develop and run RFQ-based trading strategies for tokenized spot equities
• Set strategy parameters such as buffers, spreads, and size limits while optimizing for business goals
• Price instruments with thin or stale reference prices, including long-tail stocks and extended and overnight sessions
• Measure execution quality by benchmarking fills, analyzing markouts, and improving strategies
• Monitor positions, inventory levels, and P&L in real time
• Flag risks, execute adjustments, and improve tooling and monitoring
• Integrate with traditional brokerage venues and onchain programs to fill trades and rebalance inventory
• Manage capital and write production code for trading strategies

• Develop and implement negotiating tactics and arrange the purchase and sale of Heavy Products
• Ensure purchased and transferred intermediate feedstocks meet technical and refining parameters
• Interface with Traders, Schedulers, Refinery Feedstock Coordinators, Accountants, Engineers, Analysts, Legal, and other personnel across commercial and operational functions
• Prepare contracts and address information queries
• Initiate, recommend, develop, and implement acquisition or sales strategies
• Evaluate and execute discretionary trade and business development opportunities, including storage, blending, and freight deals
• Manage basis commodity exposure and/or physical inventory positions within operational constraints
• Represent the Company at industry functions and maintain internal and external Heavy Products trading contacts
• Maintain and communicate a relevant commodity pricing database daily

Trader – Heavy Products

• Develop new trading strategies utilizing proprietary software
• Customize current trading strategies
• Trade across global futures, equities, commodities, options, fixed income, and cryptocurrencies marketplaces
• Participate in a culture emphasizing teamwork, continuous integration, and test-driven development

Experienced Trader

• Engage with Financial Advisors, assistants, and end clients
• Make outbound calls to Advisors regarding trades, corrections, and education
• Develop relationships with third-party market centers and execution platforms
• Collaborate with internal departments including Product, Compliance, Purchase & Sales, Licensing & Registration, and Business Development
• Provide guidance and assistance in all aspects of equity and option trading for best possible execution
• Resolve trade and settlement issues with market centers, exchanges, and back office
• Liaise with third-party money managers, Registered Investment Advisors, and Institutional Traders
• Review and approve large trades for the trading team
• Maintain accountability for trade execution quality and review the blotter daily after close
• Provide support, guidance, and training for junior equity traders
• Handle and resolve escalated calls and issues
• Identify efficiencies and improvements for the trading desk
• Become a subject matter expert across multiple products, including their risks, fees, and differences
• Explain regulatory requirements and LPL Financial policies and ensure compliance

Senior Equity Options Trader

• Lead term trading strategies with a strong emphasis on PJM zonal basis
• Execute financial power trades across PJM, NYISO, and ISO-NE markets
• Actively manage portfolio risk, including exposure to load, generation, congestion, and volatility across forward curves
• Develop and execute speculative trading strategies to capture market inefficiencies and dislocations
• Analyze weather, load forecasts, outages, fuel markets, and transmission constraints
• Monitor FTR and capacity auction results and regulatory developments affecting market structure and pricing
• Build and maintain forward curves, basis models, and scenario analyses
• Partner with risk management to adhere to VaR limits, position limits, and internal risk controls
• Leverage data analytics and trading systems to identify opportunities and optimize execution timing
• Communicate market views, trade rationale, and risk positioning to senior leadership and interested parties