Concierge - Active Trading Lead

United StatesFull TimePosted 2 months ago

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Role summary

Public is seeking an Active Trading Lead to service its most active Concierge Members. This role involves owning relationships with sophisticated traders across equities, options, and crypto, delivering a high-touch experience. You will be the primary point of contact, acting as a strategic advisor to drive retention and engagement. The Lead will partner with Product, Engineering, and Compliance to advocate for member needs and influence platform improvements. Additionally, you will identify business development opportunities and serve as an internal expert on active trader behavior to shape product strategy. The ideal candidate is an independent problem solver with experience in trading or wealth management, holding relevant licenses or the ability to obtain them.

About Us:

Public is the long-term investing platform. Investors use AI and a vast variety of asset classes, from stocks and bonds to crypto and options, to build portfolios for the long haul. Launched in 2019, Public has been trusted with billions in assets of affluent investors. Headquartered in New York City, it’s raised over $400M from investors like Accel and Tiger Global.

The Role

The Concierge - Active Trading Lead will be tasked with servicing Public’s most active Concierge Members. You will be the main point of contact for active traders across multiple asset classes, including but not limited to equities, options, and crypto.

What You’ll Do

Own relationships with a portfolio of Public’s most active and sophisticated traders, delivering a white-glove, high-touch experience

Serve as the primary point of contact and strategic advisor, helping members navigate equities, options, crypto, and emerging product offerings

Drive retention, engagement, and growth within the Concierge segment through proactive outreach and relationship building

Partner cross-functionally with Product, Engineering, and Compliance to advocate for member needs and influence platform improvements

Identify and execute on business development opportunities, expanding wallet share and deepening member engagement

Act as an internal expert on active trader behavior, helping shape product strategy and go-to-market initiatives

Who You Are

Highly independent problem solver who enjoys working through complex problems and servicing unique member needs.

Agile learner and thinker, able to learn and synthesize new product offerings and processes to deliver white glove service solutions to members.

Functional leader that is able to serve as a knowledgeable resource to peers and members alike.

Experience

5+ years experience working in either a trading or wealth management organization.

Series 7, Series 63/66, and Series 4 (or ability to attain).

Experience with advanced single and multi-leg options trading, margin trading, crypto trading, and/or API trading.

Experience working within regulatory compliance constraints to deliver business outcomes.

Experience working cross functionally with internal partners to continuously improve user experience.

Public is an equal employment opportunity employer to all employees and applicants for employment and prohibits discrimination and harassment of any type. We celebrate people of all race, color, religion, age, sex, national origin, disability status, genetics, veteran status, sexual orientation, gender identity, or expression.

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