Operations / Trading Manager

Pinnacle Advisory Group, Inc. is an independent firm in Columbia, Maryland specializing in active portfolio management and wealth management.  The business is seeking a very motivated individual to become our operations and trading manager as we launch a brand new high volume money management business.

Range of compensation, depending on experience:   $40,000 to $50,000

Job Summary:

The operations and trading manager will be tasked with the following day to day duties:

• All aspects of trading aggregated client portfolios to designated Pinnacle models.
• All day to day operational functions including account paperwork, downloading & reconciling daily transactions, working with the custodial broker, billing, reporting, etc.
• Perform internal wholesale function and liaise with client representatives that are generating new business.
• Assisting the CEO/CIO in organizing and facilitating speaking engagements and book signings, as well as other marketing related functions as needed.
• Work with Pinnacle technology manager, marketing group, operational staff and investment team as necessary to understand business and implement appropriate tools to jumpstart and maintain business.

QUALIFICATIONS:

Educational and/or Professional Qualifications:

• Bachelor’s degree
• Heavy organizational and documentation skills
• Proficiency in word, excel and good computer skills
• Excellent communication skills

Previous Experience:

• Financial industry experience preferred
• Operational and/or Trading Experience preferred

Other Special Training/Skills:

• Extreme motivation/multi-tasking skills
• Management, and organization skills
• Ability to work with multiple teams
• Strong customer service focus
• Strong Commitment to launching business

Benefits Include:

• 401K
• Medical
• Vacation Days
• Personal Days