Job Description:
The Outsourced Trading Desk Continuity team is responsible for the support and management for all Outsourced Trading client integrations and broker relations. The right candidate will be part of the firm’s Outsourced Trading Desk and be client-facing working directly with the firm’s Outsourced Trading clients, brokers, and third party OMS providers. The right candidate will assist in addressing client inquiries and help drive revenue across our client base.
This individual’s responsibilities will include but are not limited to:
- Responsible for coordinating new client onboardings, third party OMS integrations for clients, setting up executing broker relationships for the desk, and managing client commission schedules & broker wallets
- One of the escalation points for internal Outsourced Trading Desk inquiries and trading continuity issues, reports into the Head of OTD Continuity
- Client-facing responsibility acting as the relationship manager with each client’s COO on ad hoc Q&A and setup questions
- Assisting with directed broker setups for clients, including the coordination of connectivity and documentation
- Organize and host new client calls with clients and other internal stakeholders
- Responsible for maintaining blocks, trading rules, fix tags, and OTD trading toolbars in the team’s execution management system, Eze RealTick
- Work with technology to help address client inquiries and drive platform enhancements
- Oversee resolution of broker trade settlement breaks both foreign and domestic
The qualifications and skills needed would include:
- At least 2-3 years of industry experience
- Extremely detail-oriented, superior focus, knowledge retention
- Efficient in their responsibilities and time management
- Able to handle and manage multiple requests within a team environment
- Maintains superior follow-up skills
- Acts with sense of urgency on requests and ability to prioritize tasks
- Ability to work under pressure in a fast paced environment
- Knowledge of various OEMS systems
- Thorough understanding of trade lifecycle
- SIE, Series 7, Series 63 certifications ideal
- Bloomberg knowledge preferred
New York, NY Full Time Base Salary Range of $135,000-$165,000.
About UsJefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments.
At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law.
The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
Skills Required
- At least 2-3 years of industry experience
- Extremely detail-oriented with superior focus and knowledge retention
- Efficiency and strong time management
- Ability to manage multiple requests within a team environment
- Superior follow-up skills
- Sense of urgency and ability to prioritize tasks
- Ability to work under pressure in a fast-paced environment
- Knowledge of various OEMS systems
- Thorough understanding of the trade lifecycle
- SIE, Series 7, and Series 63 certifications
- Bloomberg knowledge
Jefferies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Jefferies and has not been reviewed or approved by Jefferies.
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Strong & Reliable Incentives — Compensation is positioned as competitive with meaningful upside, with potential for significant earnings depending on group performance and strong years. A formulaic, performance-linked bonus model ties payouts to individual fees or P&L, reinforcing a pay-for-results dynamic.
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Parental & Family Support — Family-building support is broad, including primary and non-primary caregiver leave, adoption assistance, subsidized emergency child and eldercare, and a $25,000 stipend for qualified surrogacy, adoption, or fertility support. Added resources like family support programs and parental-leave coaching further strengthen caregiver benefits.
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Wellbeing & Lifestyle Benefits — Lifestyle perks extend beyond standard coverage, including discount programs, commuter benefits, legal plans, charitable matching, and education assistance such as tuition support and scholarships for employees’ family members. Location-specific perks like gym stipends and free cafeteria lunch are also described as available in some offices.
Jefferies Insights
What We Do
Jefferies, the global investment banking firm, has served companies and investors for 60 years. Headquartered in New York, with offices in over 30 cities around the world, the firm provides clients with capital markets and financial advisory services, institutional brokerage and securities research, as well as asset and wealth management. The firm provides research and execution services in equity, fixed income, and foreign exchange markets, as well as a full range of investment banking services including underwriting, mergers and acquisitions, restructuring and recapitalization, and other advisory services, with all businesses operating in the Americas, Europe and Asia. Jefferies Group LLC is a wholly-owned subsidiary of Jefferies Financial Group (NYSE: JEF), a diversified financial services company. More about our company can be found at www.jefferies.com.
