Electronic Trading Onboarding Specialist

Job Description

Location: Chicago (Hybrid – at least 4 days onsite/week)
Visa Sponsorship: We offer sponsorship under specific treaty-based U.S. work visas, including TN and E-2 (for eligible Canadian, Mexican, and French citizens). We do not support or transfer other visa types (e.g., H-1B).

We are seeking a talented Electronic Onboarding Specialist to join our team and support electronic trading solutions. The ideal candidate will bring strong brokerage industry experience, project management skills, and a solid understanding of exchange connectivity and compliance.

As part of the team, you will lead client onboarding projects, collaborate with multiple departments, and ensure seamless delivery of electronic trading capabilities. You will work closely with clients, sales, operations, and support teams to manage timelines, compliance requirements, and technical integrations.

Role and responsibilities

• Serve as the primary client point of contact for electronic trading onboarding projects.
• Coordinate with internal teams to gather requirements, propose solutions, and implement electronic trading platforms.
• Analyze client needs (markets, trading style, connectivity) and prepare tailored project plans.
• Oversee documentation, approvals, and exchange membership processes.
• Conduct UAT with clients and ensure smooth handover to account management teams.
• Brief support desks for Tier 1 client assistance readiness.
• Identify and address compliance considerations, including Dodd-Frank regulations.
• Ensure timely delivery, client satisfaction, and smooth transition to ongoing operations.

#LI-MNRK

Qualifications

• 5+ years of experience in brokerage or financial services, preferably supporting online/electronic transactions.
• Strong knowledge of exchange connectivity (e.g., MPIDs, mnemonics, FIX) and derivatives trading.
• Proven project management expertise, with ability to lead cross-functional initiatives.
• Proficiency in MS Word, Excel, PowerPoint; MS Project a plus.
• Familiarity with trading platforms such as TT, Fidessa, CQG (or similar).
• Experience in application support, troubleshooting, software testing, and user training.
• Excellent communication skills, with the ability to manage client expectations effectively.
• Licenses: NFA Series 3 required; Series 7 a plus.

Company’s Benefits

At Talan, we invest in our employees' well-being and empower them with benefits, including:

• 💸401(k) retirement plan with company matching
• 🌴15 days of paid vacation per year at hire and up to 27 according to seniority (annual untaken vacation days are cashed out)
• 📴8 paid holidays + 5 sick days + 2 personal days per year
• ❤️‍🩹Company health, dental, and vision insurance plans + FSA
• 🦺Voluntary STD and LTD
• 🚍 Commuter/transit benefits

All your information will be kept confidential according to EEO guidelines.