Trade Desk Manager

At Triad, our motto is simple: #DBDL - Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we'd love to connect.

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We're leading a revolution in our industry-empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL:
Doing Business and Doing Life. It's more than a motto; it's the foundation of everything we do.

Your work at Triad will be more than checking boxes-it's about making a meaningful difference. As part of our team, you'll collaborate on projects that directly contribute to the success of our clients and our company.

We understand that the best ideas happen when people feel refreshed and energized. That's why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it's spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

If you're ready to work in a place where innovation meets personal fulfillment, let's talk. At Triad, you'll find a team that not only shares your professional drive but also values the moments that make life worth living.

• Competitive compensation
• Fully paid health, dental and vision insurance for employee, spouse and family
• Generous PTO
• 401k Plan
• Hybrid remote schedule for added flexibility (locally in Lawrence, KS area)
• Team events (minimum of monthly)

The Trade Desk Manager is a senior leadership position within Triad Wealth's Investment Team, responsible for overseeing all aspects of our portfolio trading operations. In this role, you will lead and mentor a dedicated trading team, manage relationships with our advisors, custodial partners, technology providers, third-party investment managers, as well as key internal stakeholders across portfolio management, operations, technology and compliance divisions.

You will drive continuous improvement across our trading processes and be instrumental in shaping Triad Wealth's trading strategy, ensuring operational excellence, and positioning our platform as the premier solution for seamless portfolio transitions and ongoing trade execution. This position reports directly to Triad Wealth's Chief Investment Officer.

• Lead, mentor, and continue to develop a high-performing trading team, fostering a culture of excellence, accountability, and professional growth across the trade desk.
• Oversee all trading operations and facilitate transactions throughout market hours, ensuring accuracy, timeliness, and compliance with firm investment decisions and regulatory requirements.
• Partner with the Chief Investment Officer and Investment Management team to develop and execute trading strategy, including portfolio transitions, rebalancing initiatives, tax-loss harvesting programs and options-based separately managed accounts (SMAs).
• Manage external relationships with Member firms, custodial partners, technology providers, and third-party investment managers, providing strategic consultation on Triad Wealth's investment process, trading technology, proprietary investment platform capabilities, and best practices for trade execution.
• Collaborate with internal compliance, operations, and technology teams to ensure seamless integration of trading systems, processes, and compliance controls across the firm.
• Direct the portfolio transition process for new Member firms, ensuring accurate and timely reallocations to managed portfolios and overseeing integration of trading systems and processes.
• Establish and maintain trading policies, procedures, and operational guidelines; periodically review and update documentation to reflect evolving business needs and regulatory changes.
• Monitor trading system dashboards, identify operational risks and inefficiencies, and implement process improvements and automation…