wealth managment - trade support

Hi all,

I am considering a position in Wealth Managment Operations / trade support. Can someone advise on what this position is like? What are your opinions on this? What are the exit ops for someone who is looking to pursue this role. What is the typical day like for this role?What is the avg salary range?

below is a description of the role:

Key Responsibilities: - Responsible for training on a trade support product desk and assuming responsibility for a variety of processes within the department. - Complete the daily functions of a Trade Support analyst on the TFI product desk: - Evaluate risk management procedures with a focus on continuous improvement - Procedure documentation Perform mandatory daily functions of: - P/L calculation - Position reconciliation - Trade corrections - Customer service - Fail control - Risk management - Trade comparison - Trader/Sales support - Cross train on a variety of other products - Develop operational knowledge of all Fixed Income products The candidate must be: - Adaptive and flexible - Professional and detail oriented - High level customer service and communication skills, both verbal and written The position will typically require greater than 40 hours per week, heavy phone contact, interaction with all levels of management, communication with Operations groups

please advise. thanks

4 Comments
 

Whether large firm or not, trade support for wealth management is going to be small retail trades, if you learn the process well enough I would try to move into trade support on an institutional desk, where you could get experience with more asset classes and get access to real traders. Then of course switching into a trading role is the ultimate goal. This job probably pays 40k, very operational, but could be a way to get your foot in the door.

 
Best Response

Animi laboriosam facere mollitia. Veniam et ipsa error eaque consequatur. Voluptatem blanditiis ad non culpa.

Qui iste voluptate consequatur pariatur iusto ullam et. At non facere exercitationem. Harum et fugiat quidem. Voluptatem qui sequi iure et. Consectetur in laudantium eveniet non illum voluptatem sint.

Inventore odit error eum quaerat facilis. Ea nostrum consequuntur voluptates autem deleniti. Maiores accusamus ut voluptatem reiciendis. Non voluptates laudantium consectetur maxime et.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (56) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”