Top 8 Trading manager Jobs in California

Trading Operations Manager
Pinnacle Staffing Group —Campbell, CA
- $90,000 - $115,000 a year
- Full-time
- Research
- Mid-level
- Office
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3d
Trading Operations Manager
Cellnow —Clovis, CA
- $75,000 - $90,000 a year
- Full-time
- Background check
- Spanish
- Management
- Health insurance
- 401(k)
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Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)
Accenture —Culver City, CA
- $87,400 - $253,000 a year
- Full-time
- Management
- Computer Science
- 5 years
- Paid holidays
- Disability insurance
Trading/Logistics Manager/ Assistant Manager
TEAAROMA INC —La Mirada, CA
- $50,000 - $80,000 a year
- Full-time
- Communication skills
- Health insurance
- 401(k)
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trading manager jobs near california

Trading Operations Manager

Pinnacle Staffing Group -
Campbell, CA

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Job Details

Full-time
$90,000 - $115,000 a year
3 days ago

Qualifications

Financial data reconciliation
Spreadsheets
Research
Financial data analysis tools
Excel data analysis

Full Job Description

Pay Rate: $90000.00-115000.00
Location: Campbell, CA

Description: Role Overview
The Operations Manager will support the Campbell office's Advisors, ensuring the smooth execution of daily trading-related workflows, account monitoring, and reporting. This is primarily an operational role—the person in this position will not be doing trading directly, though there may be some investment research when client questions arise. This role works closely with advisors and the outsourced trading team to ensure accounts are aligned with targets, tolerances, and cash requirements.

Key Responsibilities

Daily Operational Oversight: Run and review reports in Orion to make sure everything is going as planned for trading.
Account Monitoring & Reporting:
- Review reports to assess cash and investment levels in accounts, and check whether accounts are out of tolerance (e.g., equity overweight).
- Monitor gains budgets and cash reserves against established parameters.
Data Analysis & Excel Work: Work extensively with data exports from Orion, performing analysis and reconciliation in Excel.
Investment Understanding: While not executing trades (the outsourced trading team handles that), the Operations Manager must understand why trades are made and the rationale behind portfolio actions.
Advisor Support: Work directly with advisors who then communicate with clients. This is primarily a back-office position with limited expectation for participation in client meetings and does not involve making recommendations directly to clients.
Problem-Solving & Process Improvement: Independently research answers using Orion help articles, trial and error, and tools like Copilot to build macros and streamline Excel workflows.

Required Qualifications

Investment/Trading Experience: Experience working with trading or investments is ideal. Priorr experience as a trader or as an analyst supporting a trader is beneficial—even though this role is not executing trades, the person must understand everything that goes into it.
Attention to Detail: Ability to work accurately in a detail-oriented environment where even small errors can have significant financial implications; prior experience in a similar high-stakes function is preferred.
Strong Excel Skills: Advanced proficiency in Excel is essential, including comfort with:
- Experience reconciling and linking data across multiple spreadsheets and data sources using logical matching techniques and supporting calculations
- Macro creation (Copilot-assisted work is welcomed)
Investment Knowledge: Familiarity with concepts such as asset allocation, account-level targeting, and tax-aware placement. For example, understanding which accounts to target for equity vs. fixed income when meeting an overall target, including the tax rationale for holding fixed income in retirement accounts rather than taxable accounts.

Preferred Qualifications

Orion Experience: Direct Orion experience is a positive, though it is understood this may be harder to find.
Familiarity with other portfolio management/rebalancing platforms is also valuable.

About Pinnacle

The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to find the perfect match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 list of fastest growing private companies in the U.S. three straight years (2023-2025). With headquarters centrally located in Kansas City, Pinnacle currently builds futures in eight states across the U.S.

EOE: Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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trading manager jobs in california

Trading Operations Manager

Trading Operations Manager

Trading, Investment & Optimization - QuantAI Full Stack Manager (Hybrid)

Trading/Logistics Manager/ Assistant Manager

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